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| Section | Objectives |
|---|---|
| Topic 1: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 2: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 3: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 4: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 5: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
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NEW QUESTION # 52
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?
Answer: D
Explanation:
To change the configuration to summarizeFinancial Goals at the household level, you need to update the selection in "Activities & Objects to Roll Up" to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 81.
NEW QUESTION # 53
Financial Services Cloud (FSC) contains a number of custom objects to model a client ' s financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC. What are three objects in FSC?
Answer: A,C,D
Explanation:
Agentforce Financial Services provides purpose-built objects for modeling customer financial information beyond standard CRM records. Among these are Financial Goal, Financial Holding, and Revenue.
The Financial Goal object represents objectives such as retirement funding, purchasing a home, education planning, or other target financial outcomes. A Financial Holding represents investments or securities held within a financial account. Salesforce references Financial Holding throughout Financial Services capabilities, including financial-detail and portfolio-performance functionality that operates on Financial Account, Financial Account Role, Financial Holding, Financial Goal, and related client records.
The Revenue object is also part of the Financial Services financial model and represents revenue generated from operating a person ' s financial account or through advisory services.
These objects complement other specialized Financial Services records such as Financial Account, Assets and Liabilities, and Identification or Identity Document, allowing institutions to construct a comprehensive view of a client ' s financial position and objectives.
Billing is associated with separate financial or insurance servicing capabilities rather than being one of the client financial-information objects represented by this question. Inheritance likewise is not the corresponding packaged FSC financial object.
NEW QUESTION # 54
A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?
Answer: A,C,E
Explanation:
The following steps should be taken by the consultant to offer a high level of customization to boost user productivity for the wealth management division:
Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers. A Custom Field Set is a construct inFinancial Services Cloud that allows you to define a collection of fields that can be displayed in a Lightning component, such as the Financial Summary or the Financial Account List.
You can use Custom Field Sets to customize the fields that are relevant for different user groups or business scenarios, without modifying the underlying data model or page layout. You can create a Custom Field Set by goingto Setup > Object Manager > Financial Account > Field Sets and adding or removing fields according to your requirements.
Assign the Custom Field Set to the Financial Summary component. The Financial Summary component is a Lightning component that displays aggregated financial data for a selected record, such as an account, contact, or opportunity. You can usethe Financial Summary component to provide a holistic view of your client's financial situation and goals. You can assign a Custom Field Set to the Financial Summary component by using the Lightning App Builder and selecting the Custom Field Set from theComponent Properties panel.
Assign the Custom Field Set To a Lightning component. A Lightning component is a reusable unit of user interface that can be added to any Lightning page, such as record pages, app pages, or Home pages. You can use Lightning components to enhance the functionality and user experience of your pages. You can assign a Custom Field Set to a Lightning component by using the Lightning App Builder and selecting the Custom Field Set from the Component Properties panel. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3
NEW QUESTION # 55
Which two statements are true about Group Membership in Financial Services Cloud?
Answer: A,C
Explanation:
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.
NEW QUESTION # 56
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?
Answer: B
Explanation:
To prevent the data import from creating duplicates when importing records from a system outside of Salesforce, you should use External ID. External ID is a custom field type that can be used to store unique identifiers from other systems. You can use External ID to match records during data import and avoid creating duplicate records in Salesforce. You can also use External ID to enable upsert operations, which can insertnew records or update existing records based on the External ID value. Verified References: : Salesforce Help Article [5] : Salesforce Help Article [6]
NEW QUESTION # 57
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