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| Section | Objectives |
|---|---|
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
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NEW QUESTION # 90
Which of the following objects do support Group-Level Rollups?
Answer: B,D,E
Explanation:
Agentforce Financial Services group-level record rollups aggregate qualifying records belonging to members of a Primary Group so advisors can see consolidated household information. Salesforce ' s supported-object matrix includes Tasks, Financial Accounts, and Opportunities.
Financial Accounts are surfaced through financial-account components at the group level. Once group rollups are enabled and the financial account is associated with a member of the Primary Group, the household-level experience can present the aggregated account information.
Tasks are displayed within the Activities related list at the group level. This enables advisors to review relevant work and interaction activity across household members from the household context.
Opportunities are also supported and appear in the Household Opportunities related list. Opportunities can require additional configuration in managed-package implementations, such as adding the appropriate value to the Rollup__c field on Account Contact Relationship.
Alerts and Action Plans are not included in the documented group-level record-rollup object set tested here.
They have their own data structures and visibility mechanisms.
Thus, the supported choices are Tasks, Financial Accounts, and Opportunities.
NEW QUESTION # 91
Which two statements are true for a Group inFinancial Services Cloud?
Answer: B,D
Explanation:
The following statements are true for a Group in FinancialServices Cloud:
Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.
A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.
NEW QUESTION # 92
A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data.
The agent wants the following information displayed:
- Account information including account name, phone, and website
- Active opportunities related to the Account
- Active insurance policies related to the Account
- The ability to view and renew policies
How should the consultant design the FlexCards to meet these requirements?
Answer: C
Explanation:
A parent FlexCard with multiple child FlexCards and Card Actions provides the most appropriate architecture because the console must present several logically distinct data groups while also supporting user interaction.
The parent FlexCard can represent the overall customer context and display high-level Account information.
Separate child FlexCards can then present active Opportunities and active insurance policies. This modular design keeps the information organized while allowing each child card to focus on its own data subset.
The requirement to view and renew policies makes Card Actions important. OmniStudio FlexCard actions can navigate users to Salesforce records, launch OmniScripts, update data sources, invoke processes, or perform other record-oriented operations. A policy card can therefore provide an action to open the selected policy and another action to launch a guided renewal process.
Card States are useful when the visual presentation of a card must change according to conditions, but they do not replace separate child components where different collections such as opportunities and policies must be displayed simultaneously.
An Integration Procedure can retrieve the required Account, Opportunity, and Contract data and return a consolidated JSON structure to the FlexCard architecture. The parent and child FlexCards render their respective portions while Card Actions supply the policy-view and renewal functionality.
NEW QUESTION # 93
A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Financial Services Cloud consultant configure the custom field on?
Answer: B
Explanation:
To configure a custom field for reporting when relating two-person accounts to each other, the Financial Services Cloud consultant should configure the custom field on the Account Account Relationship object. The Account Account Relationship object is a junction object that links two accounts together and defines their relationship type and role. By configuring a custom field on the Account Account Relationship object, the consultant can capture additional information about how two-person accounts are related to each other and use it for reporting purposes.
NEW QUESTION # 94
Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?
Answer: C,D,E
Explanation:
The Financial Services Cloud (FSC)packages and the Lightning Flow for FSC package provide preassembled flows that can be utilized to automate common financial services processes. The types of preassembled flows are:
Retail Banking flows: These flows enable retail banking customersto perform various self-service tasks, such as activating or closing a card,ordering checks, updating communication preferences, disputing transactions, and more1.
Insurance flow: This flow allows insurance customers to initiate the first notification of loss (FNOL) for an insurance policy2.
Mortgage flow: This flow helps mortgage customers to capture their financial information, such as assets, liabilities, income, and expenses, as part of the financial discovery process3.
References:
Financial Services Cloud Flows
Lightning Flow for Financial Services
Retail Banking Flows
Insurance Flow
Mortgage Flow
NEW QUESTION # 95
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