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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

Section	Objectives
Topic 1: Implementation and Solution Design	- Solution Architecture 1. Scalable FSC Solution Design 2. Business Requirement Mapping 3. Integration Considerations 4. Deployment Best Practices
Topic 2: Productivity and Automation	- Workflow and Automation Features 1. Document Checklist Items 2. Flow Automation 3. OmniStudio Integration 4. Action Plans
Topic 3: Financial Services Cloud Fundamentals	- Financial Services Cloud Overview 1. Person Accounts 2. Relationship Mapping 3. Households and Groups 4. Industry Data Model
Topic 4: Security and Compliance	- Compliance Management 1. Sharing and Visibility 2. Consent Management 3. Data Privacy 4. Audit and Regulatory Support
Topic 5: Financial Accounts and Goals	- Financial Data Management 1. Insurance Policies 2. Assets and Liabilities 3. Financial Accounts 4. Financial Goals
Topic 6: Client and Relationship Management	- Client Lifecycle Management 1. Referrals and Leads 2. Interaction Summaries 3. Business Milestones 4. Client Onboarding

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Salesforce Financial Services Cloud (FSC) Accredited Professional Financial-Services-Cloud Prüfungsfragen mit Lösungen (Q122-Q127):

122. Frage
Where can the multilingual solution search feature be enabled? (2 answers)

A. Salesforce content
B. Public knowledge base
C. Solution tab search
D. Self-service portal

Antwort: B,D

123. Frage
A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

A. When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
B. The user must build a report using the Topics object to view Interest Tags in the report.
C. To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
D. When the user defines the custom report type, Topics should be selected as the Primary Object.

Antwort: C,D

Begründung:
Explanation
Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:
When the user defines the custom report type, Topics should be selected as the Primary Object. Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts, or Opportunities.
To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name. For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.
References:
Interest Tags
Build an Interest Tags Report

124. Frage
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
B. Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
C. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
D. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
E. RBL rules do not require a lot of processing power.

Antwort: A,B,C

Begründung:
Explanation
The following statements are true for Rollup By Lookup (RBL) in Financial Services Cloud:
An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances. You can use RBL rules to aggregate financial account data across different levels of client relationships.
The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels. You can use RBL configuration to define which fields are rolled up and how they are calculated for each diem and group type.
Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules. RBL rules are complex and require extensive testing and validation. If you need to create or customize RBL rules, you should contact a certified Salesforce partner or consultant. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 75. : Salesforce Financial Services Cloud Implementation Guide, page 76. : Salesforce Financial Services Cloud Implementation Guide, page 77.

125. Frage
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

A. The user should be using the Edit Group button to access reciprocal roles.
B. The user should be using the Member Relationship button under the Actionable Relationship Center.
C. Sharing rules have not been set up for reciprocal roles.
D. Reciprocal roles have not been created in the org.

Antwort: A,D

126. Frage
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
B. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
C. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
D. Create a Referral for the Banker for an Education Savings Account
E. Create two Life Events, one for the birth of the child and one for the Education Savings Account.

Antwort: A,C

Begründung:
The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the child and a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create a record for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referrals to create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloud that allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified Reference: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 33.

127. Frage
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