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| Section | Weight | Objectives |
|---|---|---|
| Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Custom objects for financial products - Individual and Household data model - Financial Account and Financial Holding objects |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Client Management | 15% | - Household management - Client profiling and segmentation - Client lifecycle management - Relationship types and hierarchy |
| Wealth Management Capabilities | 20% | - Asset allocation tracking - Performance monitoring - Investment portfolio management - Financial goals and planning |
| Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
| 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 |
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NEW QUESTION # 77
What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?
Answer: B
Explanation:
A gap analysis is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC). A gap analysis is a method of comparing the current state of a system or process with the desired future state and identifying the gaps or differences between them. By conducting a gap analysis, a consultant can understand the customer's painpoints, requirements,and expectations and design a solution that leverages the best practices and features of Salesforce FSC.
References:
Gap Analysis
Salesforce Financial Services Cloud Implementation Guide
NEW QUESTION # 78
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
Answer: A,B
Explanation:
To ensure that all users see Person Accounts, but only specific users can view Financial Accounts, the Admin should take the following steps:
Grant users access to the Financial Account object with permission set, which isa collection of settings and permissions that give users access to various tools and functions. The Admin can use permission sets to grant access to the Financial Account object and its fields to specific users or groups of users1.
Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts' object to Private', which is a setting that determines the baseline level of access that users have to records they do not own or share. By setting the OWD sharing on the 'Financial Accounts' object to Private', the Admin can ensure that only the record owners and usersabove them in the role hierarchy can view the Financial Accounts. Verified References: 1
NEW QUESTION # 79
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
Answer: A,B,C
Explanation:
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file andData Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 :
Salesforce Help Article 3
NEW QUESTION # 80
Which of the following objects do support Group-Level Rollups?
Answer: A,B,D
Explanation:
Agentforce Financial Services group-level record rollups aggregate qualifying records belonging to members of a Primary Group so advisors can see consolidated household information. Salesforce ' s supported-object matrix includes Tasks, Financial Accounts, and Opportunities.
Financial Accounts are surfaced through financial-account components at the group level. Once group rollups are enabled and the financial account is associated with a member of the Primary Group, the household-level experience can present the aggregated account information.
Tasks are displayed within the Activities related list at the group level. This enables advisors to review relevant work and interaction activity across household members from the household context.
Opportunities are also supported and appear in the Household Opportunities related list. Opportunities can require additional configuration in managed-package implementations, such as adding the appropriate value to the Rollup__c field on Account Contact Relationship.
Alerts and Action Plans are not included in the documented group-level record-rollup object set tested here.
They have their own data structures and visibility mechanisms.
Thus, the supported choices are Tasks, Financial Accounts, and Opportunities.
NEW QUESTION # 81
A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?
Answer: C
Explanation:
To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field onthe Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships
> Role and add or remove values according to your business needs. Verified References: : Salesforce Help Article [10] : Salesforce Help Article [11]
NEW QUESTION # 82
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