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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation and Configuration | 10% | - Security model considerations - Best practices for deployment - Setup and configuration basics |
| Topic 2: Client Management | 15% | - Client lifecycle management - Household management - Relationship types and hierarchy - Client profiling and segmentation |
| Topic 3: Data Model and Architecture | 18% | - Financial Account and Financial Holding objects - Custom objects for financial products - Individual and Household data model - Relationship mapping between accounts and contacts |
| Topic 4: 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 |
| Topic 5: Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Topic 6: Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Financial goals and planning - Performance monitoring |
| Topic 7: Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
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NEW QUESTION # 52
A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller. What should the consultant do to fulfill the needed requirements?
Answer: B
Explanation:
A Screen Flow is the appropriate declarative solution because the process requires an internal agent to enter information into a guided form and then submit that information to an external service.
Screen Flow provides Screen elements that can capture temporary user-entered values such as the customer ' s full name and the last four digits of the Social Security number. Those values do not have to be stored in Salesforce simply because they are collected during the flow interview. They can remain flow variables used only for the authentication transaction.
Flow Builder can then invoke an external authentication service through an HTTP Callout, External Service action, Apex action, or another supported integration mechanism. The flow can send the supplied identity information, receive the authentication response, evaluate the result, and display an appropriate outcome to the customer service agent.
Screen Flows can also be launched from record-page quick actions, embedded directly on Lightning pages, or exposed through supported service-console experiences.
A custom Lightning web component or Canvas application would introduce unnecessary development for a requirement already supported declaratively. OmniScript is also capable of sophisticated guided interactions, but the requirement as stated maps directly to Salesforce ' s Screen Flow and external-callout capabilities.
NEW QUESTION # 53
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
Answer: B,D
Explanation:
The following expectations are from implementing multi language features in FSC:
Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese. This expectation means that FSC supports multiplelanguages and allows users to choose their preferred language for their user interface and data display.
In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese. This expectation means that FSC supports multiple languages for reports and dashboards and allows users to view them in their preferred language.
NEW QUESTION # 54
A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?
Answer: C
Explanation:
Relationships between two business accounts are modeled through Account-Account Relationships, with reciprocal relationship definitions specifying the role each account plays relative to the other. Therefore, the administrator should create the appropriate Account Reciprocal Role rather than simply adding an arbitrary value to a relationship-object picklist.
Salesforce Financial Services relationship modeling supports connections among households, businesses, trusts, professional organizations, and other entities. Reciprocal roles describe the meaning of each side of a relationship-for example, Proprietor and Business, or another organization-specific pair. Salesforce provides commonly used reciprocal role records and permits administrators to configure additional roles when the packaged options do not represent the organization ' s business relationships.
The Account-Account Relationship object is the structural record that relates business accounts, while the relationship-role definition supplies the semantics of that relationship.
Account-Contact and Contact reciprocal roles apply to relationships involving contacts or individuals, so they do not satisfy a two-business-account requirement. The proper configuration is therefore a new Account Reciprocal Role.
NEW QUESTION # 55
During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?
Answer: C,D,E
Explanation:
Reference: Compliant Data Sharing in Financial Services Cloud | Salesforce Trailhead Explanation: Compliant Data Sharing (CDS) is a feature of Financial Services Cloud that allows granular control over access to sensitive data in Account and Opportunity objects. CDS can help financial services companies comply with regulations and policies that restrict data visibility based on user roles. Some considerations regarding CDS are:
Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features. Participant Roles are custom objects that define the possible roles for users who need access to Account or Opportunity records. For example, a Participant Role can be Advisor, Client, Specialist, or Decision Maker. Each Participant Role has an associated access level that determines what data fields the usercan view or edit. For example, an Advisor can have full access to all fields, while a Client can have read- only access to some fields.
Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
CDS is not enabledby default in Financial Services Cloud. To enable CDS, compliance managers or administrators need to create an integration definition record for each object that they want to enable CDS for.
An integration definition record specifies the object name, thefield name that contains sensitive data (such as Notes), the field name that contains the record owner (such as OwnerId), and the field name that contains the record type (such as RecordTypeId).
Role Hierarchy-based sharing is disabled by default in CDS.Role Hierarchy is a feature of Salesforce that allows users to inherit access to records from their managers or peers in the role hierarchy. For example, if a user has access to an Account record, their manager also has access to that record by default. However, in CDS, role hierarchy-based sharing is disabled by default for Account and Opportunity objects. This means that users do not inherit access to records from their role hierarchy unless they are explicitly granted access through Participant Roles orother sharing features.
NEW QUESTION # 56
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?
Answer: D
Explanation:
The best way for the Admin to access a Financial Services Cloud pre-configured org, including data and the right licenses, to learn about theproduct is to request a 30-day Financial Services Cloud trial org. You can sign up for the 30-day trial using this form 4. You getpreconfigured and preloaded sample data so you can start playing around in your new org right away. Once you're done testing it out, you can transition your trial org to a production org with the help of youraccount executive or solution engineer. Verified References: :
Trailhead Module 5
NEW QUESTION # 57
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