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| Section | Objectives |
|---|---|
| Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
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NEW QUESTION # 72
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
Answer: A,B,C
Explanation:
The following statements are correct about the Actionable Relationship Center Manager (ARC):
To enable users to see the ARC, you will need to add the component forARC to the page layout. The ARC is a Lightning component that can be added to any Lightning page that supports components, such as record pages, app pages, or Home pages. You can use the Lightning App Builder to drag and drop the ARC component to the desired location on the page layout.
ARC displays up to 5 related lists that have a configured compact layout. The ARC shows a graphical representation of the account-account relationships for a selected record, as well as related lists of other records that are associated with the account, such as contacts, financial accounts, or opportunities. The ARC can display up to 5 related lists at a time, and each related list must have a compact layout configured to show relevant fields.
The Association Type picklist controls the account-account relationship that display in the ARC. The Association Type picklist is a field on the Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, orFriend. The ARC uses this field to filter and display the account-account relationships for a selected record. You can customize this picklist to add or remove values according to your business needs. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4 : Salesforce Help Article 5
NEW QUESTION # 73
It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?
Answer: A,D
Explanation:
To integrate with an external system, Salesforce needs to have objects and fields that can store the data that will be sent from the external system via an API. These objects and fields should match the data structure and format of the external system as much as possible. Additionally, Salesforce needs to have an integration user and anintegration profile that can enable the connection between Salesforce and the external system. The integration user is a dedicateduser account that has access to the API and can perform data operations on behalf of other users. The integration profile is a custom profile that defines the permissions and settings for the integration user.
NEW QUESTION # 74
A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?
Answer: A
Explanation:
To set up a permission set for Actionable Relationship Center (ARC), the administrator should selectFSC Standard as the license on the Permission Set setup page. FSC Standard is a permission set license that enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects and features, including ARC1. By selecting FSC Standard as the license, the administrator can grant users access to ARC and its related objects and fields
NEW QUESTION # 75
Cumulus Insurance ' s business processes are quite complex, and steps in the process may vary depending on the information captured. Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
Answer: A,B,C
Explanation:
Complex processes that vary according to record information are best addressed by making the Lightning experience conditional and contextual rather than constructing separate pages for every stage.
Dynamic Actions allow administrators to control which actions users see according to record-field values and other visibility criteria. This keeps the interface focused on the actions that are appropriate at a particular point in the process.
Dynamic Lightning capabilities similarly allow page content to adapt according to record context. Component visibility rules and dynamic page behaviors reduce interface clutter by showing users only the components and information relevant to their current circumstances.
In-App Guidance complements these dynamic interfaces by providing prompts and walkthroughs directly within Lightning pages. It is especially useful for helping users adopt processes, discover functionality, and learn new workflows at the point of work.
Building numerous custom Lightning pages increases administration and maintenance. Flows can certainly support guided processing, but the answer choice states that flows remove the need for complex Lightning pages altogether, which is too broad. The more scalable design is to make the page and its actions respond dynamically to context while providing targeted user guidance through In-App Guidance. Therefore, Dynamic Actions, Dynamic Lightning pages, and In-App Guidance are the appropriate features to explore.
NEW QUESTION # 76
An investment bank is implementing Agentforce Financial Services to manage the deal pipeline. Each opportunity has confidential information that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team. Which three Agentforce Financial Services features should be part of the solution design?
Answer: A,C,D
Explanation:
This investment-banking requirement maps directly to Financial Deal Management, Compliant Data Sharing, and Interaction Summaries.
Financial Deal Management provides the purpose-built deal data model for investment-banking engagements.
Financial Deal records can capture confidentiality, deal status, stage, expected closing information, parties, and other transaction-specific details. Deal teams can also associate interactions and detailed notes with the Financial Deal.
Compliant Data Sharing supplies participant-based record access. Rather than broadly exposing confidential deal information through general sharing rules, CDS lets organizations share supported Financial Services records with specifically authorized users or groups based on participant roles. Financial Deals can be shared from their Financial Deal Participants related list or through the Manage Participants component.
Interaction Summaries provide the structured meeting-note capability. Users can record detailed interaction notes, next steps, participants, and confidentiality information while limiting sensitive notes to appropriate stakeholders. Financial Deal Management supports associating Interaction Summaries with deal interactions.
Profiles remain part of Salesforce ' s foundational permissions framework but do not provide the specialized deal-specific confidentiality and collaboration architecture required here. Generic sharing rules likewise lack the participant-centric Financial Services governance provided by CDS. The three specialized capabilities therefore form the appropriate solution design.
NEW QUESTION # 77
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