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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Financial goals and planning - Performance monitoring |
| Topic 2: Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Topic 3: Data Model and Architecture | 18% | - Individual and Household data model - Relationship mapping between accounts and contacts - Custom objects for financial products - Financial Account and Financial Holding objects |
| Topic 4: Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance |
| Topic 5: Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Topic 6: Client Management | 15% | - Household management - Relationship types and hierarchy - Client profiling and segmentation - Client lifecycle management |
| Topic 7: Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
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NEW QUESTION # 83
A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?
Answer: C,D
Explanation:
Process Builder and Screen Flows are two features thatcan be used to design a business process for identity verification. Process Builder is a tool that allows you to automate business processes by creating workflows that trigger actions based on certain criteria. Screen Flows are a type of flow that guide users through a series of screens to collect and update data. You can use Process Builder to launch a Screen Flow when a customer contacts the bank, and use the Screen Flow to capture and verify the customer's identity information.
References: [Process Automation], [Screen Flows]
NEW QUESTION # 84
Cumulus Cloud Bank must provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times. Which option is most suitable?
Answer: A
Explanation:
Data Consumption Framework is purpose-built for scenarios where Financial Services users need current external banking information without persisting every transaction or balance in Salesforce. It supplies integration definitions and optimized external-data access patterns that can be consumed by Financial Services user-interface components.
Salesforce describes DCF as enabling agents to access complete and current data from external systems without leaving Salesforce. It extends the Continuations framework used with FlexCards and OmniScripts and supports asynchronous API invocation at scale, specifically improving the ability to support larger numbers of simultaneous users.
For retail banking, Salesforce uses DCF together with MuleSoft integration and Financial Services FlexCards to retrieve real-time financial-account details and transaction information from external core banking systems.
Users can refresh account, balance, and transaction data through Financial Services components.
This architecture is preferable to creating a custom Apex-and-LWC integration because Salesforce already supplies a scalable framework for precisely this requirement. Salesforce Connect can expose external records, but DCF is designed around Financial Services real-time consumption patterns and integrates directly with the Financial Services components. Consequently, it provides the strongest fit where current banking data and high concurrent usage are primary requirements.
NEW QUESTION # 85
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: A
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 # 86
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: B
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 # 87
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?
Answer: B
Explanation:
Action Plans and Action Plan Templates are designed for repeatable, controlled business processes that contain tasks and supporting-document requirements. An Action Plan Template defines the standard sequence once, including task ownership, due dates, dependencies, and document checklist items. Each onboarding engagement can then instantiate an Action Plan from that approved template.
Salesforce positions Action Plans as a mechanism for capturing repeatable tasks and automating task sequences so that teams execute processes consistently. Action Plans can automatically assign owners and deadlines and provide reporting for monitoring progress and compliance.
The feature also supports Document Checklist Items, which is directly relevant to the KYC requirement.
Action Plans and templates manage repeatable manual work, while Document Checklist Items enable reviewers to track required documentation and its approval status.
Chatter reminders provide communication but do not establish a controlled repeatable process. A custom trigger would unnecessarily duplicate declarative Financial Services capabilities and increase maintenance.
Generic flow templates may automate individual operations but do not provide the same reusable combination of predefined tasks, owners, dates, document requirements, tracking, and reporting. An Action Plan Template therefore provides the appropriate standardized control for ensuring onboarding tasks are consistently performed.
NEW QUESTION # 88
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