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| Section | Weight | Objectives |
|---|---|---|
| Wealth Management Capabilities | 20% | - Financial goals and planning - Investment portfolio management - Performance monitoring - Asset allocation tracking |
| Client Management | 15% | - Relationship types and hierarchy - Client lifecycle management - Client profiling and segmentation - Household management |
| Data Model and Architecture | 18% | - Custom objects for financial products - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects - Individual and Household data model |
| Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud |
| Analytics and Reporting | 12% | - Custom reporting requirements - Key metrics for financial advisors - Financial Services Cloud reports and dashboards |
| Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
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NEW QUESTION # 97
Cumulus Bank is migrating its CRM software from a legacy application to Agentforce Financial Services.
The bank hired Salesforce Professional Services to configure/deploy the new Agentforce Financial Services org and migrate data. Which order should a consultant follow when performing the data migrations?
Answer: D
Explanation:
Financial Services data migration must respect the referential dependencies among customer, account, role, and transaction records. Therefore, the correct sequence is Individuals, then Financial Accounts, then Financial Account Roles, and finally Financial Account Transactions.
Individuals are loaded first because they represent the parties who ultimately own, participate in, or otherwise relate to financial accounts. Once those customer records exist, Financial Account records can be created and associated with their owners. Financial Account Role then describes how a person or organizational entity participates in that Financial Account-for example as primary owner, joint owner, beneficiary, or trustee.
The Financial Account Roles must therefore reference financial accounts and customer records that already exist. Salesforce also requires each Financial Account to have an active role representing a Primary Owner in configurations that use the managed-package model; missing ownership relationships can produce data- loading problems.
Financial Account Transactions logically follow the account structure because transaction records belong to established Financial Accounts. Loading parent and reference data before dependent transactional data minimizes lookup failures and preserves relationship integrity during migration.
NEW QUESTION # 98
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?
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