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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 |
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
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NEW QUESTION # 66
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: C
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 # 67
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?
Answer: C
Explanation:
As explained in the previous question, Action Plans are a feature that can help users track and manage common client processes. By creating an Action Plan Template with associated pre-determined Tasks, such as reviewing credit & debit card usage, reviewing account payables, and discussing credit needs, users can ensure that these activities are tracked and followed up on in a timely manner. Users can also automate the periodical creation of Action Plans for customer accounts using Process Builder or Apex triggers.
NEW QUESTION # 68
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?
Answer: C
Explanation:
Reference: Discover Multiple Currency Settings Unit | Salesforce Trailhead Explanation: Multiple currencies is a feature of Salesforce that allows organizations to work with more than one currency in their records, reports, and forecasts. Multiple currencies can help organizations that operate in different countries or regions to manage their financial data in local currencies, while also providing a consistent view of the data in a single corporate currency. Advanced currency management is a feature of Salesforce that allows organizations to track historical exchange rates and apply them to records based on their close date. Advanced currency management can help organizations that deal with fluctuating exchange rates to accurately report on their revenue and performance over time.
To enable and apply multiple currencies, the administrator needs to do the following steps:
From Setup, in the Quick Find,search for Company Information, then select Company Information.
Click Edit.
Check Activate Multiple Currencies.
Click Save.
From Setup, in the Quick Find, search for Manage Currencies, then select Manage Currencies.
Click Enable Advanced Currency Management.
Click Save.
Set the corporate currency for the corporate headquarters office by editing the currency field on the account record.
NEW QUESTION # 69
The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies. Which three things should be considered when implementing CDS in Agentforce Financial Services?
Answer: A,C,D
Explanation:
Compliant Data Sharing supplements Salesforce ' s standard record-sharing architecture with participant- based access. Record owners can add participants and assign Participant Roles that determine whether those users receive read-only or read/write access. Salesforce also permits non-owner participants who have Edit access through CDS to manage participants, giving them sharing capabilities comparable to the record owner.
Users above the owner can separately retain access through role hierarchy where hierarchy access applies.
Salesforce also imposes a lifecycle dependency between object enablement and Participant Roles. If Compliant Data Sharing must be disabled for a supported object, the participant roles associated with that object must first be removed.
CDS is not limited exclusively to Financial Services objects plus Account and Opportunity. Current Salesforce implementations support additional standard and custom objects and use CDS across multiple Salesforce industry solutions.
For Organization-Wide Defaults, supported objects can use Private or Public Read Only for CDS to provide meaningful incremental access. Public Read/Write makes CDS ineffective because all users already have record access. Therefore, the assertion that OWD must always be Private is too restrictive under the current implementation.
NEW QUESTION # 70
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim. Which three standard Insurance Platform components can digitally enable these core insurance operations?
Answer: B,C,D
Explanation:
Salesforce ' s Digital Insurance Platform contains purpose-built components that support the principal stages of the insurance lifecycle. Three of those standard components are Quote, Rate, and Apply; Policy Administration; and Claims Management.
Quote, Rate, and Apply enables insurers to deploy digital quote-to-bind experiences for customers, brokers, sales representatives, and underwriters. It supports product selection, rating, quote generation, guided OmniScripts, and digital customer experiences. Customers can therefore provide information and obtain insurance quotes through online channels.
Policy Administration manages the insurance policy lifecycle, including issuance, endorsements, billing, renewals, and commissions. It provides the policy-management layer required after a quote becomes an active insurance relationship. Claims Management supports the claims lifecycle, allowing insurers to create, process, and manage claims while connecting those claims to policy information.
Quote Creation Toolbox and Mobile Claim Submission are not the primary Digital Insurance Platform component names. Mobile experiences can certainly be implemented for claim submission, but they operate through the broader Claims Management capability rather than replacing it as a platform component. The three standard components are therefore Quote, Rate, and Apply; Policy Administration; and Claims Management.
NEW QUESTION # 71
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