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| Section | Objectives |
|---|---|
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Data security and sharing models - Reporting and dashboards in Financial Services Cloud |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
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問題 #110
Financial Services Cloud (FSC) contains a number of custom objects to model a client ' s financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC. What are three objects in FSC?
答案：B,D,E
解題說明：
Agentforce Financial Services provides purpose-built objects for modeling customer financial information beyond standard CRM records. Among these are Financial Goal, Financial Holding, and Revenue.
The Financial Goal object represents objectives such as retirement funding, purchasing a home, education planning, or other target financial outcomes. A Financial Holding represents investments or securities held within a financial account. Salesforce references Financial Holding throughout Financial Services capabilities, including financial-detail and portfolio-performance functionality that operates on Financial Account, Financial Account Role, Financial Holding, Financial Goal, and related client records.
The Revenue object is also part of the Financial Services financial model and represents revenue generated from operating a person ' s financial account or through advisory services.
These objects complement other specialized Financial Services records such as Financial Account, Assets and Liabilities, and Identification or Identity Document, allowing institutions to construct a comprehensive view of a client ' s financial position and objectives.
Billing is associated with separate financial or insurance servicing capabilities rather than being one of the client financial-information objects represented by this question. Inheritance likewise is not the corresponding packaged FSC financial object.
問題 #111
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
答案：B,C,D
解題說明：
The following types of Account-Account relationships are displayed in the Actionable Relationship Center (ARC):
Accounts & Businesses: This type of relationship shows the accounts that are related to a business account, such as owners, partners, or beneficiaries. You can use this type of relationship to understand the ownershipstructure and financial interests of a business account.
Accounts & Peers: This type of relationship shows the accounts that are related to another account by a peer- to-peer relationship, such as friends, colleagues, or associates. You can use this type ofrelationship to identify potential referrals and cross-selling opportunities from an account's network.
Accounts & Groups: This type of relationship shows the accounts that are related to a group account, such as household members, trust members, or business group members. You can use this type of relationship to view the aggregated financial data and activities of a groupaccount. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 3 : SalesforceHelp Article 4
問題 #112
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
答案：B,C,D
解題說明：
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches withOpportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account,Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial ServicesCloud. Banker is an object that represents a banker or an employee who works at a branch unit.
Branch Unit is an object that represents a physical location where bankers provide services to customers.
Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects.
問題 #113
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates?
答案：A
解題說明：
An External ID provides the correct mechanism for matching Salesforce records with identifiers maintained by another application. It is a custom field marked with the External ID attribute and typically stores the unique identifier assigned to a record by a core banking system, ERP platform, policy system, loan- origination system, or another external data source.
Salesforce import tools can use External IDs to identify existing records. When a record in an incoming file contains an External ID that matches an existing Salesforce record, the import process can treat the records as corresponding records rather than blindly inserting another copy.
External IDs are also fundamental to upsert operations. The integration supplies the External ID, Salesforce searches for a matching value, and the operation updates the matching record or creates a new record when no match exists. For the strongest duplicate control, the field can additionally be configured as Unique, ensuring that the same external identifier cannot be stored on multiple records.
User ID, Org ID, and Data Load ID do not provide the required source-system record-matching mechanism.
External ID is therefore the appropriate integration identifier.
問題 #114
s. Cumulus Bank ' s mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process. Which two features should a consultant suggest to Cumulus Bank to implement?
答案：C,D
解題說明：
The bank should replace spreadsheet-driven processing with Salesforce ' s standard mortgage flow templates and use Flow Builder to customize the mortgage journey according to the bank ' s requirements.
Salesforce installs mortgage flows as standard Flow templates. Administrators can create a new Flow based on a standard mortgage template, customize its screens and processing logic in Flow Builder, save the resulting implementation, and activate it for users. Mortgage templates support borrower information, assets and liabilities, and related mortgage processes.
This approach moves data capture into a controlled Salesforce process rather than repeatedly importing spreadsheets. Guided flows can collect borrower information consistently, enforce required fields, perform validation, invoke automation, and write information directly to the supported mortgage data model.
Creating a new custom Mortgage Application object is unnecessary because Agentforce Financial Services already provides dedicated mortgage application capabilities and associated data structures. Building duplicate custom objects would increase maintenance and complicate integration with standard Financial Services functionality. Similarly, Data Import Wizard merely transfers existing spreadsheet information into Salesforce and would leave the underlying manual collection process largely unchanged.
Combining standard mortgage templates with Flow Builder gives the organization a reusable, maintainable, and declarative solution that improves efficiency while retaining flexibility to customize the mortgage process.
問題 #115
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