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| Section | Objectives |
|---|---|
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
| 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 |
| 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 |
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NEW QUESTION # 10
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
Answer: A,B,D
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 # 11
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?
Answer: B,C
Explanation:
The following statements are true for the Financial Services Cloud Person Account Data Model:
The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes data such as date of birth or tax ID number. You can use Person Accounts to store information about individual people by combining certain Account and Contact fields into a single record.
The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields and a Person Account Record Type. You can use Person Accounts to simplify your data model and reduce the number of records you need to manage.
NEW QUESTION # 12
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 # 13
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
Answer: B
Explanation:
Reference: Financial Services Cloud Permission Set Licenses - Salesforce Explanation: Permission set licenses are a way to grant additional permissions and access settings to users based on their job function or role. Permission set licenses can extend the functionality of the user's existing license type without changing it. Financial Services Cloud provides four permission set licenses that correspond todifferent user personas and use cases:
FSC Foundations: This permission set license grants access to basic Financial Services Cloud features, such as Client Segmentation, Relationship Groups, Relationship Map, Financial Accounts, Financial Goals, and Financial Summary. This permission set license is suitable for users who need to view and manage client data and relationships, such as personal bankers or service representatives.
FSC Basic: This permission set license grants access to advanced Financial Services Cloud features, such as Action Plans, Interaction Summaries, Interaction Participants, Financial Deals, Financial Deal Participants, and Record Alerts. This permission set license is suitable for users who need to track and execute client interactionsand transactions, such as advisors or specialists.
FSC Extension: This permission set license grants access to additional Financial Services Cloud features that are not included in the other permission set licenses, such as Household Rollups and CompliantData Sharing.
This permission set license is suitable for users who need to perform complex calculations or comply with data regulations, such as analysts or compliance managers.
FSC Standard: This permission set license grants access to all Financial Services Cloud features that are included in the other permission set licenses. This permission set license is suitable for users who need full access and functionality of Financial Services Cloud, such as super users or administrators.
NEW QUESTION # 14
During the design phase of a project, a consultant needs to provide a Agentforce Financial Services solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process. What are three things to consider regarding Discovery Framework?
Answer: A,C,D
Explanation:
Discovery Framework is Salesforce's questionnaire-driven data collection capability for Agentforce Financial Services. It is designed for processes such as customer onboarding, financial-needs analysis, eligibility assessments, and other structured information-gathering scenarios. Administrators can create both independent assessment questions and hierarchical parent-child questions. A related question can be associated with a parent question, enabling dependent question structures appropriate for conditional assessments. Salesforce currently supports a defined hierarchy level for these related assessment questions.
Question lifecycle management is also built into the framework. Assessment questions support versions, and when a new version replaces an active version, the previous version can transition to Archived status. This provides controlled change management and supports auditability of questionnaire content.
Discovery Framework uses OmniStudio, rather than Salesforce Flow as its foundational form technology.
OmniStudio enables sophisticated forms incorporating branching, rendering rules, data integration, and conditional logic. Forms can also be activated and deployed through supported Salesforce experiences, including Experience Cloud scenarios, so option E is incorrect. Salesforce specifically describes Discovery Framework as combining its assessment-question data model with OmniStudio to support complex digital forms.
NEW QUESTION # 15
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