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| Section | Weight | Objectives |
|---|---|---|
| Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Key metrics for financial advisors - Custom reporting requirements |
| Client Management | 15% | - Client lifecycle management - Household management - Relationship types and hierarchy - Client profiling and segmentation |
| Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Wealth Management Capabilities | 20% | - Investment portfolio management - Performance monitoring - Asset allocation tracking - Financial goals and planning |
| Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| Data Model and Architecture | 18% | - Individual and Household data model - Financial Account and Financial Holding objects - Custom objects for financial products - Relationship mapping between accounts and contacts |
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NEW QUESTION # 107
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
Answer: A,C,E
Explanation:
The following out of the box capabilities come with Financial Services Cloud Lead & Referral Management:
Referral Conversion: This capability allows you toconvert a referral to an opportunity, a contact, or an account. You can use this capability to track the progress and outcome of a referral and measure its impact on your business.
Assigning a Referral: This capability allows you to assign a referral to another user, queue, or line of business.
You can use this capability to route a referral to the appropriate person or team who can best meet the customer's need or interest.
Accepting a Referral: This capability allows you to accept a referral that is assigned to you or your queue.
You can use this capability to acknowledge that you have received a referral and are ready to work on it.
Verified References: : Salesforce Help Article 1 : Salesforce Help Article 3 : Salesforce Help Article 5
NEW QUESTION # 108
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?
Answer: B,C
Explanation:
Reference: Action Plans in Financial Services Cloud for Admins | Salesforce Trailhead and [OmniScript Overview | Vlocity Developer Docs] Explanation: ActionPlans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also assign tasks to different users or teams, set deadlines and priorities, and track progress and status.
Omni Scripts are a feature of Vlocity that allow users to create and run guided interactionsbased on predefined scripts. Omni Scripts can help automate and simplify complex workflows, such as opening new accounts, applying for loans, or updating personal information. Omni Scripts can also integrate with other systems, capture user inputs, perform calculations, and display dynamic content.
NEW QUESTION # 109
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: A
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 # 110
A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?
Answer: C
Explanation:
To design the future state business process using FSC features, the administrator should create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to "Customer".
An action plan is a feature that allows users to create templates for common client processes, such as account opening, loan application, or financial review. An action plan template consists of action plan items that define the tasks, subtasks, and deadlines for each step of the process. By creating an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to "Customer", the administrator can automate the email reminder process and track and report on the progress in FSC
NEW QUESTION # 111
A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?
Answer: B
Explanation:
Relationships between two business accounts are modeled through Account-Account Relationships, with reciprocal relationship definitions specifying the role each account plays relative to the other. Therefore, the administrator should create the appropriate Account Reciprocal Role rather than simply adding an arbitrary value to a relationship-object picklist.
Salesforce Financial Services relationship modeling supports connections among households, businesses, trusts, professional organizations, and other entities. Reciprocal roles describe the meaning of each side of a relationship-for example, Proprietor and Business, or another organization-specific pair. Salesforce provides commonly used reciprocal role records and permits administrators to configure additional roles when the packaged options do not represent the organization ' s business relationships.
The Account-Account Relationship object is the structural record that relates business accounts, while the relationship-role definition supplies the semantics of that relationship.
Account-Contact and Contact reciprocal roles apply to relationships involving contacts or individuals, so they do not satisfy a two-business-account requirement. The proper configuration is therefore a new Account Reciprocal Role.
NEW QUESTION # 112
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