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| Section | Objectives |
|---|---|
| Topic 1: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 2: Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| 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: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
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18. Frage
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?
Antwort: B
Begründung:
To assign a task to the next available Advisor, the Admin should use Queues as the assignment logic when configuringthe template task. Queues are collections of records that can be assigned to multiple users who share workloads and responsibilities. By using Queues, the Admin can ensure that any Advisor who is part of the Queue can pick up the task when they are available.
19. Frage
Which two statements are true for a Group inFinancial Services Cloud?
Antwort: A,C
Begründung:
The following statements are true for a Group in FinancialServices Cloud:
Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.
A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.
20. Frage
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?
Antwort: C
Begründung:
Financial Account Management provides the Agentforce Financial Services data model and user experience used to represent and manage customers ' financial-product relationships. A Financial Account can represent a checking or savings account, investment account, credit card, mortgage, loan, or another financial product.
Related objects can represent account parties, balances, addresses, transactions, and associated information.
Salesforce ' s Financial Services architecture provides Financial Account and associated objects specifically to model financial accounts and their related information. Administrators provide appropriate permissions to advisors, personal bankers, integration users, or other personas that require access.
Financial Services also provides Financial Account Summary experiences on the customer ' s Account page.
Advisors can use them to view financial account details and related information in the context of the client relationship. This creates the consolidated account-level visibility financial advisors need for servicing and relationship management.
Performance reporting analyzes business results but is not the underlying client-account management capability. Client onboarding handles customer acquisition and setup processes. Opportunity management addresses potential sales or revenue-generating activities rather than established client financial products.
Therefore, Financial Account Management is the feature directly responsible for representing, tracking, and servicing customers ' financial accounts.
21. Frage
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?
Antwort: A
Begründung:
The recommended approachfor implementing Financial Services Cloud at Lake Tahoe Bank is to implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in the new org. This approach allows Lake Tahoe Bank to leverage the best practices and features of Financial Services Cloud without being constrained by their existing customizations and data model. It also minimizes the impact on users during implementation, as they can continue to use their current system until the new org is ready to go live.A green field implementation requires careful planning, data migration, and change management, but it can result in a more efficient and customer-centric solution. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 8.
22. Frage
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
Antwort: A
Begründung:
To model a requirement where more than one person can be joint owners on a Financial Account, the Admin can map additional owners using the Financial Account Role. The Financial Account Role is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. By using Financial Account Role, the Admin can addmultiple owners to a Financial Account and specify their ownership percentage, primary status, and other details.
23. Frage
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