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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Key metrics for financial advisors - Custom reporting requirements |
| Topic 2: Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Individual and Household data model - Financial Account and Financial Holding objects - Custom objects for financial products |
| Topic 3: Wealth Management Capabilities | 20% | - Financial goals and planning - Asset allocation tracking - Performance monitoring - Investment portfolio management |
| Topic 4: Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Topic 5: Client Management | 15% | - Relationship types and hierarchy - Household management - Client lifecycle management - Client profiling and segmentation |
| Topic 6: Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Topic 7: Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
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NEW QUESTION # 60
A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data.
The agent wants the following information displayed:
- Account information including account name, phone, and website
- Active opportunities related to the Account
- Active insurance policies related to the Account
- The ability to view and renew policies
How should the consultant design the FlexCards to meet these requirements?
Answer: A
Explanation:
A parent FlexCard with multiple child FlexCards and Card Actions provides the most appropriate architecture because the console must present several logically distinct data groups while also supporting user interaction.
The parent FlexCard can represent the overall customer context and display high-level Account information.
Separate child FlexCards can then present active Opportunities and active insurance policies. This modular design keeps the information organized while allowing each child card to focus on its own data subset.
The requirement to view and renew policies makes Card Actions important. OmniStudio FlexCard actions can navigate users to Salesforce records, launch OmniScripts, update data sources, invoke processes, or perform other record-oriented operations. A policy card can therefore provide an action to open the selected policy and another action to launch a guided renewal process.
Card States are useful when the visual presentation of a card must change according to conditions, but they do not replace separate child components where different collections such as opportunities and policies must be displayed simultaneously.
An Integration Procedure can retrieve the required Account, Opportunity, and Contract data and return a consolidated JSON structure to the FlexCard architecture. The parent and child FlexCards render their respective portions while Card Actions supply the policy-view and renewal functionality.
NEW QUESTION # 61
A Financial Services Cloud (FSC) administrator wants to create a new FSC 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?
Answer: A,B
Explanation:
The Access InterestTags for Financial Services Cloud permission is included in two permission sets that are provided by FSC:
FSC Foundations permission set: This permission setgrants access to the core features of FSC, such as financial accounts, account groups, households, goals, referrals, and interest tags7.
FSC Extension permission set: This permission set grants access to additional features of FSC that extend beyond the core functionality, such as action plans, relationship groups, relationship maps, client tasks, client notes, and interest tags8.
To create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission, either of these permission sets can be cloned and modified as needed.
References:
FSC Foundations Permission Set
FSC Extension Permission Set
NEW QUESTION # 62
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
Answer: B,C,E
Explanation:
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record.
Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
NEW QUESTION # 63
Which three related lists are visible within the Actionable Relationship Center associated with the Account object?
Answer: A,D,E
Explanation:
Reference: View Preconfigured ARCGraphs (Original ARC) - Salesforce
Explanation: The Actionable Relationship Center (ARC) is a feature of FSC that allows users to view their customers' relationships in an easy-to-navigate graph. ARC helps users understand relationships between people, groups, accounts, contacts, opportunities, deals, and other records. ARC also allows users to view and manage related lists for each node in the graph.Related lists are collections of records that are related to another record by a lookup or master-detail relationship.
The related lists that are visible within ARC depend on the node type and configuration. For example, for an Account node with Householdrecord type, some of the related lists that are visible are:
Household Financial Accounts: This related list shows all the financial accounts that are related to the household members by either ownership or beneficiary relationships.
Cases: This related list shows all the cases that are related to the household account or its members.
Client Financial Goals: This related list shows all the financial goals that are related to the household account or its members.
Other related lists that can be visible fordifferent node types include:
Contacts
Opportunities
Financial Deals
Interaction Summaries
Action Plans
Notes
Attachments
NEW QUESTION # 64
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account, Account-Contact, and Contact-Contact Relationships?
Answer: A,B,E
Explanation:
Agentforce Financial Services provides several specialized components for understanding and maintaining complex customer relationships. The relevant options here are Actionable Relationship Center, Relationship Map, and Group Members.
Actionable Relationship Center renders an interactive relationship hierarchy for accounts and contacts and combines multiple Financial Services relationship types in a single visual experience. It can work with Account-Account Relationship, Account-Contact Relationship, Contact-Contact Relationship, and reciprocal- role information.
The Relationship Map provides a visual representation of relationships involving Accounts, Contacts, and individuals. It helps users navigate interconnected customer relationships and understand how people, households, and organizations relate to one another.
The Group Members component displays the members of a relationship group and their associated information. Financial Services provides group-member experiences that enable users to work with household or group membership and related customer information.
The Family Members component is not one of the standard Financial Services relationship-management components represented in this architecture. The Life Events component serves a different purpose: it presents significant events and business milestones so advisors can identify changes in customer circumstances and take timely action.
Therefore, the relationship-oriented Financial Services components are Actionable Relationship Center, Relationship Map, and Group Members.
NEW QUESTION # 65
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