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| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Topic 2: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 3: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 4: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Topic 5: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
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質問 # 34
A financial services company is migrating a legacy customer relationship management system to Agentforce Financial Services. The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes. What should the consultant consider when introducing the Agentforce Financial Services features?
正解：D
解説：
Interaction Summaries are specifically designed to capture structured client or partner interaction information while supporting controlled sharing of sensitive content. Salesforce describes Interaction Summaries as providing structured note-taking together with compliant, role-based data sharing, making them appropriate when a financial institution needs to limit visibility of interaction information according to business or regulatory requirements.
Interaction Summaries can contain detailed meeting notes, confidentiality settings, participants, purposes, next steps, and related records such as opportunities or financial deals. This permits institutions to retain useful customer-engagement information without automatically exposing confidential notes to every user who can access the broader customer record.
Option A misapplies Action Plans. Action Plans manage standardized tasks and sequences; they are not the primary mechanism for capturing confidential meeting notes. Option C describes a requirement better suited to features that capture interests, needs, or engagement topics rather than Interaction Summaries. Option D similarly combines life-event tracking with task management in a way that does not reflect the primary purpose of Action Plans. The correct design principle is to map each business requirement to the capability expressly designed for that data and security model, rather than forcing all customer-engagement processes into a single component.
質問 # 35
The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?
正解：B、C、D
解説：
The following value outcomes should the company's stakeholders expect from implementing Salesforce Financial Services Cloud (FSC):
Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC.
This outcome means that the company improved its customer satisfaction (CSAT) and net promoter score (NPS) metrics by providing customized and relevant interactions with customers, reducing their waiting time by handling cases more efficiently, and offering self-service options through chatbots powered by artificial intelligence.
Improved customeronboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans. This outcome means that the company enhanced its customer onboarding process by speeding up and streamlining the document management and approvalworkflow using Action Plans, which are features that allow users to create templates for common client processes, such as account opening, loan application, or financial review.
Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page. This outcome means that the company increased its advisor productivity by providing them with a daily task list that shows their priorities and action items, a client life eventscomponent that shows important events in their clients' lives, an opportunities component that shows potential sales deals, and an aggregated household information component that shows a holistic view of their clients' financial situation, all on the FSCHome Page
質問 # 36
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)
正解：B、D
解説：
Hank can see Action Plan Tasks in two places:
Onthe related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all thetasks assigned to him across different accounts and filter them by various criteria.
質問 # 37
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
正解：C
解説：
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 58.
質問 # 38
An Agentforce Financial Services administrator wants to create a new Financial Services permission set that includes the Access Interest Tags for Financial Services Cloud permission. Which two permission sets should be cloned to create this new permission set and give access to interest tags?
正解：B、D
解説：
Interest Tags enable Financial Services users to categorize customer interests and associate those interests with supported records, including Interaction Summaries. Access is controlled through specific Financial Services permissions rather than being universally included in every Financial Services permission set.
Salesforce identifies Financial Services Cloud Extension and Financial Services Cloud Foundations as permission sets that provide the relevant Interest Tags capabilities. Current Salesforce documentation lists these permission sets among those used in Financial Services for access to Interest Tags functionality.
Salesforce also states that users who add Interest Tags to Interaction Summaries require appropriate Financial Services access, including Financial Services Cloud Extension or Financial Services Cloud Foundations, depending on the product configuration. Before users can work with the feature, administrators must also enable Topics and Interest Tags and configure the relevant object for Topics.
Cloning one of these permission sets provides an appropriate baseline when an organization needs a specialized permission set while retaining the required Interest Tags permission. The Financial Services Cloud Standard and Basic permission sets serve other user-access patterns and do not constitute the specified source permission sets for this capability. Therefore, Extension and Foundations are the appropriate permission-set templates.
質問 # 39
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