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| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Data security and sharing models - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud |
| Topic 2: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 3: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 4: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 5: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
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NEW QUESTION # 56
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
Answer: D
Explanation:
To add new values for howa customer can be related to a financial account, the administrator should add new values on the Role field of the Financial Account Role object. The Financial Account Role object is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. The Role field is a picklist field that specifies the role of the contact or individual for the financial account, such as owner, beneficiary, trustee, or custodian. By adding new values on the Role field of the Financial Account Role object, the administrator can create new categories of financial account relationships for customers.
NEW QUESTION # 57
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim. Which three standard Insurance Platform components can digitally enable these core insurance operations?
Answer: C,D,E
Explanation:
Salesforce ' s Digital Insurance Platform contains purpose-built components that support the principal stages of the insurance lifecycle. Three of those standard components are Quote, Rate, and Apply; Policy Administration; and Claims Management.
Quote, Rate, and Apply enables insurers to deploy digital quote-to-bind experiences for customers, brokers, sales representatives, and underwriters. It supports product selection, rating, quote generation, guided OmniScripts, and digital customer experiences. Customers can therefore provide information and obtain insurance quotes through online channels.
Policy Administration manages the insurance policy lifecycle, including issuance, endorsements, billing, renewals, and commissions. It provides the policy-management layer required after a quote becomes an active insurance relationship. Claims Management supports the claims lifecycle, allowing insurers to create, process, and manage claims while connecting those claims to policy information.
Quote Creation Toolbox and Mobile Claim Submission are not the primary Digital Insurance Platform component names. Mobile experiences can certainly be implemented for claim submission, but they operate through the broader Claims Management capability rather than replacing it as a platform component. The three standard components are therefore Quote, Rate, and Apply; Policy Administration; and Claims Management.
NEW QUESTION # 58
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC).
The Addams family are wealth management clients with the following relationships:
The wife and her husband are part of the Addams Household. The wife is the primary member, and together the couple run the Addams Charitable Trust. The wife is also part of the Symonds Household with her father as the primary member.
Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
Answer: B
Explanation:
Actionable Relationship Center is designed specifically to help Agentforce Financial Services users understand complex relationships among customers, households, businesses, trusts, contacts, and other related entities.
ARC presents these connections through an interactive relationship graph rather than requiring the wealth manager to interpret separate related lists manually. It can connect business accounts, Person Accounts, and Contacts and display relevant relationship information in the graph.
The Addams scenario is an ideal use case. The wealth manager needs to understand the wife ' s membership in the Addams Household, her spouse relationship, their shared connection to the Addams Charitable Trust, and her separate connection to the Symonds Household. ARC can visualize these multi-party relationships through Account Contact Relationship, Account Account Relationship, and Contact Contact Relationship junction objects.
ARC also supports configurable custom relationship graphs, record actions, node display fields, details panels, highlights panels, and preconfigured Financial Services templates.
Tableau and Marketing Cloud Intelligence provide analytics and visualization capabilities but are not designed to present the operational Financial Services relationship graph directly within the advisor workflow.
ARC provides the relationship context needed to understand spheres of influence, recognize connections, and identify potential service or business opportunities.
NEW QUESTION # 59
The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?
Answer: B,D,E
Explanation:
Thefollowing names are Association Type picklist field values:
Trust, which is a value that indicates that the accounts are related through a trust relationship.
Family, which is a value that indicates that the accounts are related through a family relationship.
Peer, which is a value that indicates that the accounts are related through a peer relationship.
NEW QUESTION # 60
A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?
Answer: B
Explanation:
Consent Management for Financial Services Cloud is a feature that helps financial institutions honor and respect their customers' wishes when they request only specific forms of contact from their company or opt- out of certain types of data-sharing. This feature helps institutions comply with the data protection and privacy regulations that apply to their company11. A consultant can suggest the following actions to implement Consent Management for Financial Services Cloud:
Set up trackingand storage of certain dataprivacy preferences: This involves creating data privacy records for customers who have opted out of certain types of communication or data-sharing, and selecting the appropriate options in the record to indicate their preferences12.
Use the Consent API: This is an API that lets users query,create, update, or delete consent records for customers who have given or withdrawn their consent for certain types of communication or data-sharing.
Protect your Salesforce organization: This involves setting up organization-wide sharing settings, encryption, field-level security, and other measures to ensure that only authorized users can access or modify customer data according to their consent preferences.
References:
Consent Management for Financial Services Cloud
Set Up Tracking and Storage of Certain Data Privacy Preferences
[Use the Consent API]
[Protect Your Salesforce Organization]
NEW QUESTION # 61
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