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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics and Reporting | 12% | - Custom reporting requirements - Key metrics for financial advisors - Financial Services Cloud reports and dashboards |
| Topic 2: Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| Topic 3: Wealth Management Capabilities | 20% | - Asset allocation tracking - Investment portfolio management - Performance monitoring - Financial goals and planning |
| Topic 4: Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Topic 5: Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance |
| Topic 6: Data Model and Architecture | 18% | - Individual and Household data model - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects - Custom objects for financial products |
| Topic 7: Client Management | 15% | - Client profiling and segmentation - Household management - Client lifecycle management - Relationship types and hierarchy |
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NEW QUESTION # 59
Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
Answer: A,B
Explanation:
The following things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private:
The share table records are deleted, which means that any sharing access granted by the opportunity participants is revoked.
The opportunity participant records are not deleted, which means that they still exist on the opportunity record and can be viewed by users who have access to the opportunity.
NEW QUESTION # 60
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?
Answer: D
Explanation:
A Primary Group is a construct in FinancialServices Cloud that allows you to define the main group for a client. You can use Primary Group to roll up financial data from all the financial accounts that are related to the client or the group. This way, you can get an accurate summary of the client'sfinancial data regardless of how often they change households. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 69.
NEW QUESTION # 61
A wealth management division manages the financial assets of many wealthy clients. Which three steps should the Financial Services Cloud consultant take to offer a high level of customization to boost user productivity?
Answer: B,C,D
Explanation:
Custom Field Sets provide a declarative way to tailor the Financial Services interface for different user populations without changing the underlying data model. This is particularly valuable where wealth managers and investment bankers require different information to perform their jobs efficiently.
The Financial Summary component supports field-set-driven configuration. Administrators can define a field set that determines which summary information is presented and configure the Financial Summary component from Lightning App Builder.
Salesforce also provides Financial Services setup procedures for creating custom Account and Financial Account field sets for user-facing Financials experiences. Administrators choose the specific fields that should appear, allowing the presentation layer to be tailored to the operational needs of a persona.
A consultant can therefore create a Wealth Manager-specific field set, associate it with the appropriate Financial Summary or configurable Lightning component, and use persona-specific Lightning-page configuration so that wealth managers receive the information most relevant to their work without forcing the same presentation on investment-banking users.
Creating another Person Account type does not solve a user-interface customization requirement and incorrectly changes the customer data model. The appropriate solution is to use field sets and component configuration to deliver persona-specific experiences while retaining a common underlying financial data model.
NEW QUESTION # 62
If a client is associated with more than one Household or Group, where will this clients records get rolled up to?
Answer: C
Explanation:
If a client is associated with more than one Household or Group, their records will get rolled up to the household selected by the advisor for record rollups. A Household or Group is a construct in Financial Services Cloud thatallows you to group related accounts together and view their aggregated financial data and activities. A client can belong to multiple Households or Groups, but only one of them can be selected as their primary Group for record rollups. The primary Groupdetermines which Household or Group will display the client's records in its summary components or related lists. The advisor can select or change the primary Group for a client using the Primary Group field on the client's record page. Verified References: : Salesforce Help Article 6
NEW QUESTION # 63
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?
Answer: B,E
Explanation:
The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the childand a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create arecord for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referralsto create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloudthat allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified References: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 33.
NEW QUESTION # 64
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