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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Topic 2: Wealth Management Capabilities | 20% | - Asset allocation tracking - Performance monitoring - Financial goals and planning - Investment portfolio management |
| Topic 3: Client Management | 15% | - Household management - Client lifecycle management - Client profiling and segmentation - Relationship types and hierarchy |
| Topic 4: Data Model and Architecture | 18% | - Individual and Household data model - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts - Custom objects for financial products |
| Topic 5: Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Topic 6: Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud |
| Topic 7: Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
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질문 # 14
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?
정답：D,E
설명：
To troubleshoot the issue of Financial Account Balances not adding up to the Financial Summary field in the related Household, the Admin should take the following steps:
Ensure RollUpByLookup Configuration is Active, which is a custom setting that enables or disables the Rollup By Lookup (RBL) feature. RBLis a feature that allows users to aggregate data from financial accounts and display it at the client and group levels1.
Ensure the reported Household is the Primary Group for the member, which is a field on the Account object that indicates whether an account is the primary group for a contact or an individual. The primary group determines which financial summary fields are displayed on the contact or individual page2. Verified References: 12
질문 # 15
A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state. What should the consultant consider from a customer onboarding perspective?
정답：C
설명：
Discovery Framework is the appropriate capability when onboarding inefficiency is caused by manual questionnaire-driven information collection and the organization must validate captured information according to business or compliance policies.
Salesforce describes Discovery Framework as the Financial Services capability for creating and managing assessment questions, surfacing digital assessments, and collecting information during customer onboarding.
It can be combined with Know Your Customer data structures and other onboarding components to support structured, compliant customer intake.
Its data model allows users to collect and validate customer information in compliance with organizational policies. Discovery Framework is positioned for needs analysis, digital onboarding, and questionnaire-driven information collection. OmniStudio provides the guided digital forms, while assessment questions provide reusable, governed questionnaire content. This replaces manual forms and inconsistent data-entry practices with a controlled digital process.
Document tracking is handled through dedicated document-management capabilities such as Document Checklist Items, while Action Plans are primarily designed to orchestrate repeatable engagement tasks, owners, deadlines, and related process work. These features can complement Discovery Framework in a complete onboarding implementation, but they address different concerns.
For the problem stated-manual questionnaires, inefficient customer-data collection, and the need to comply with company policies-Discovery Framework directly addresses the primary onboarding deficiency.
질문 # 16
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
정답：A,C,E
질문 # 17
What are the three building blocks of Flow Orchestration?
정답：A,B,C
설명：
Flow Orchestration structures complex, multi-user business processes by organizing work into Stages and Steps, with Work Items representing the executable assignments created for interactive steps. A Stage groups related work into a logical phase and controls when the orchestration can progress to the next phase. Steps reside within stages and can execute sequentially or concurrently depending on the process design. Salesforce supports interactive, background, and MuleSoft steps.
When an interactive step becomes active, Salesforce creates an Orchestration Work Item and assigns it to the designated user, group, or queue. The assignee completes the associated Screen Flow through the Orchestration Work Guide. Work Items therefore operationalize the human work represented by interactive steps and provide assignment, completion, and tracking information.
Current Salesforce terminology formally describes Stages and Steps as the building blocks of an orchestration, while Work Items are generated during orchestration runtime. The terminology in this question uses the broader architecture in which Steps, Stages, and Work Items constitute the three operational elements being tested. Processes and Blocks are not defined Flow Orchestration structural elements.
질문 # 18
While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?
정답：B,D
설명：
To ensure the correct profiles and permissions for an API integration between Salesforce and a risk control system, the consultant should do the following steps:
Create a dedicatedIntegration User that will be used to authenticate and authorize the API calls between Salesforce and the risk control system. The Integration User should have a unique username, password, and security token that are not shared with other users or systems.The Integration User should also have the minimum permissions and access settings required to perform the integration tasks.
Create a new custom profile and ensure API Only is selected. The API Only option restricts the user from logging in to the Salesforce user interface, but allows the user to access the Salesforce API. The custom profile should also have the appropriate object permissions, field-level security, record types, page layouts, and other settings that are relevant for the integration. The custom profile should be assigned to the Integration User.
질문 # 19
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