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| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Topic 2: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 3: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 4: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 5: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
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NEW QUESTION # 60
What actions can a Wealth Advisor take from the Life Events card7
Answer: B,D,E
Explanation:
From the Life Events card, a Wealth Advisor can take the following actions:
Create Lead & Referral: This action creates a lead record for a new prospector a referral record for an existing client based on the life event information.
Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards.
Create Opportunity: This actioncreates an opportunity record to track the potential revenue from the life event. Verified References: : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 31. : Salesforce Financial Services Cloud User Guide, page 32.
NEW QUESTION # 61
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Answer: A
Explanation:
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 58.
NEW QUESTION # 62
A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?
Answer: D
Explanation:
Reference: Action Plans in Financial Services Cloud for Admins | Salesforce Trailhead Explanation: Action Plans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also capture detailed notes for client meetings and add action items to follow up.
NEW QUESTION # 63
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account, Account-Contact, and Contact-Contact Relationships?
Answer: A,C,E
Explanation:
Agentforce Financial Services provides several specialized components for understanding and maintaining complex customer relationships. The relevant options here are Actionable Relationship Center, Relationship Map, and Group Members.
Actionable Relationship Center renders an interactive relationship hierarchy for accounts and contacts and combines multiple Financial Services relationship types in a single visual experience. It can work with Account-Account Relationship, Account-Contact Relationship, Contact-Contact Relationship, and reciprocal- role information.
The Relationship Map provides a visual representation of relationships involving Accounts, Contacts, and individuals. It helps users navigate interconnected customer relationships and understand how people, households, and organizations relate to one another.
The Group Members component displays the members of a relationship group and their associated information. Financial Services provides group-member experiences that enable users to work with household or group membership and related customer information.
The Family Members component is not one of the standard Financial Services relationship-management components represented in this architecture. The Life Events component serves a different purpose: it presents significant events and business milestones so advisors can identify changes in customer circumstances and take timely action.
Therefore, the relationship-oriented Financial Services components are Actionable Relationship Center, Relationship Map, and Group Members.
NEW QUESTION # 64
A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals. Which Financial Services Cloud capability provides the ability to accommodate this request?
Answer: B
Explanation:
Compliant Data Sharing is designed for financial-services organizations that must provide narrowly controlled record access based on business participation, regulatory responsibilities, or compliance requirements. It enables a record owner or appropriately authorized participant to grant access to individual internal users without broadly relaxing the organization ' s normal sharing model.
A CDS participant is an internal user assigned a Participant Role for a specific record. The Participant Role determines that user ' s access level. This allows organizations to grant access to legal counsel, compliance personnel, specialists, or deal-team members only when they are involved in a particular record.
This model directly addresses the scenario because a legal or compliance user may not normally have access through Account ownership, role hierarchy, or routine business engagement. CDS creates the required exception on the relevant record while leaving the overall sharing architecture restrictive.
Traditional sharing rules generally grant access based on broader owner- or criteria-based populations and are less suitable for ad hoc participant-specific regulatory access. Business Rules Engine evaluates business logic rather than record security. Interaction Summaries capture client-interaction information. Therefore, Compliant Data Sharing is the Financial Services capability that directly satisfies the security requirement.
NEW QUESTION # 65
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