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| Section | Weight | Objectives |
|---|---|---|
| Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Banking and Lending Features | 15% | - Compliance and regulatory considerations - Account aggregation - Digital lending workflows |
| Client Management | 15% | - Relationship types and hierarchy - Client lifecycle management - Household management - Client profiling and segmentation |
| Wealth Management Capabilities | 20% | - Performance monitoring - Financial goals and planning - Investment portfolio management - Asset allocation tracking |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Key metrics for financial advisors - Custom reporting requirements |
| Implementation and Configuration | 10% | - Best practices for deployment - Security model considerations - Setup and configuration basics |
| Data Model and Architecture | 18% | - Financial Account and Financial Holding objects - Custom objects for financial products - Relationship mapping between accounts and contacts - Individual and Household data model |
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NEW QUESTION # 61
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?
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