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| Section | Weight | Objectives |
|---|---|---|
| Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| 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 |
| Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
| Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Wealth Management Capabilities | 20% | - Financial goals and planning - Asset allocation tracking - Performance monitoring - Investment portfolio management |
| Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud |
| Client Management | 15% | - Household management - Relationship types and hierarchy - Client lifecycle management - Client profiling and segmentation |
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NEW QUESTION # 130
Which three related lists are visible within the Actionable Relationship Center associated with the Account object?
Answer: B,D,E
Explanation:
Reference: View Preconfigured ARCGraphs (Original ARC) - Salesforce
Explanation: The Actionable Relationship Center (ARC) is a feature of FSC that allows users to view their customers' relationships in an easy-to-navigate graph. ARC helps users understand relationships between people, groups, accounts, contacts, opportunities, deals, and other records. ARC also allows users to view and manage related lists for each node in the graph.Related lists are collections of records that are related to another record by a lookup or master-detail relationship.
The related lists that are visible within ARC depend on the node type and configuration. For example, for an Account node with Householdrecord type, some of the related lists that are visible are:
Household Financial Accounts: This related list shows all the financial accounts that are related to the household members by either ownership or beneficiary relationships.
Cases: This related list shows all the cases that are related to the household account or its members.
Client Financial Goals: This related list shows all the financial goals that are related to the household account or its members.
Other related lists that can be visible fordifferent node types include:
Contacts
Opportunities
Financial Deals
Interaction Summaries
Action Plans
Notes
Attachments
NEW QUESTION # 131
An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
Answer: A,D,E
Explanation:
Reference: Track Client Interactions - Salesforce
Explanation: Interaction Summaries are records that capture the details of a client interaction, such as a meeting, a call, or an email. Interaction Summaries can be linked to Financial Deals, which are records that represent a business opportunity or transaction with a client. Interaction Summaries and Financial Deals can have participants, which are records that represent the people or groups involved in the interaction or deal.
Participants can have different roles, such as advisor, client, specialist, or decision maker. Participant Role is a custom object that defines the possible roles for participants.
NEW QUESTION # 132
A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?
Answer: A
Explanation:
To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday. Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1. Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.
References:
SetBusiness Hours
Set Up Company-wide Holidays
NEW QUESTION # 133
A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?
Answer: B
Explanation:
The administrator did not assign the Mortgagepermission set to the user. The Mortgage permission set is required to access the Residential Loan Application object and its related objects, such as Loan Application Form, Loan Assessment, and Loan Product. Without this permission set, the user cannot create, edit, or view residential loan application records. The administrator can assign the Mortgage permission set to the user from the user detail page in Setup.References: [Mortgage Permission Set], [Residential Loan Application Object]
NEW QUESTION # 134
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?
Answer: B
Explanation:
As explained in the previous question, Action Plans are a feature that can help users track and manage common client processes. By creating an Action Plan Template with associated pre-determined Tasks, such as reviewing credit & debit card usage, reviewing account payables, and discussing credit needs, users can ensure that these activities are tracked and followed up on in a timely manner. Users can also automate the periodical creation of Action Plans for customer accounts using Process Builder or Apex triggers.
NEW QUESTION # 135
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