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| Section | Weight | Objectives |
|---|---|---|
| Data Model and Architecture | 18% | - Custom objects for financial products - Relationship mapping between accounts and contacts - Individual and Household data model - Financial Account and Financial Holding objects |
| Implementation and Configuration | 10% | - Best practices for deployment - Security model considerations - Setup and configuration basics |
| Wealth Management Capabilities | 20% | - Asset allocation tracking - Investment portfolio management - Performance monitoring - Financial goals and planning |
| Analytics and Reporting | 12% | - Key metrics for financial advisors - Custom reporting requirements - Financial Services Cloud reports and dashboards |
| Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Client Management | 15% | - Relationship types and hierarchy - Client profiling and segmentation - Household management - Client lifecycle management |
| Banking and Lending Features | 15% | - Digital lending workflows - Compliance and regulatory considerations - Account aggregation |
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NEW QUESTION # 108
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees. How should the administrator configure sharing rules in Agentforce Financial Services to meet these requirements?
Answer: B
Explanation:
The access requirement is determined by the characteristics of the Financial Account records, not by who owns those records. Therefore, the administrator should use a criteria-based Financial Account sharing rule.
Criteria-based sharing rules allow Salesforce to identify records by field values and automatically extend access to a defined user population or public group. A criteria-based sharing rule determines record access by values on the record rather than record ownership.
For this design, the Financial Account data should contain a reliable attribute that identifies employee-only deposit products-for example, an appropriate product type, record type, classification field, or another controlled criterion. The sharing rule can then identify Financial Accounts matching that criterion and extend the required access to the specific customer-service group.
An Account sharing rule would be too broad because the employees themselves must continue to be serviced as ordinary customers. The sensitive information is the special Financial Account, not necessarily the entire customer Account. Similarly, an owner-based Financial Account rule is inappropriate because whether a deposit is an employee product is independent of who owns the Salesforce record.
Salesforce sharing rules create automatic exceptions to restrictive organization-wide defaults while preserving least privilege. A criteria-based Financial Account sharing rule therefore provides the required targeted access without unnecessarily exposing the employee ' s financial products to unrelated users.
NEW QUESTION # 109
A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?
Answer: B
Explanation:
Feed tracking has to be enabled for the Action Plan object in order to add a Chatter component to the Action Plan Lightning record page. Feed tracking allows you to see updates on records in Chatter feeds. You can enable feed tracking for custom objects, such as Action Plan, from the setup menu. Once feed tracking is enabled, you can add Chatter components, such as Feed or Publisher, to the record page using the Lightning App Builder.References: [Feed Tracking], [Chatter Components]
NEW QUESTION # 110
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
Answer: B,C,E
Explanation:
Salesforce defines strict prerequisites for converting the Individual Account model to Person Accounts because the transformation changes the underlying representation of the customer.
Each Account being converted can have only one Contact record through a single direct Account Contact Relationship. Salesforce also requires that the Account must not be the parent of any other Account. The Parent Account field must be blank, and no other Account can reference the converting Account as its parent.
Additional prerequisites include matching Account and Contact owners, matching currency values where applicable, a blank Reports To field on the Contact, and ensuring no other Contact reports to the converting Contact. These controls prevent relationship structures that cannot be represented correctly after the Account and Contact become a Person Account.
The conversion must also be thoroughly tested in a sandbox. Salesforce recommends previewing how Person Accounts affect technical architecture and customizations and instructs organizations to execute the transformation in a sandbox first because migration to Person Accounts is effectively irreversible.
Neither a blank Account Phone field nor Opportunity ownership reassignment is a documented conversion prerequisite. Therefore, the required preparations represented here are C, D, and E.
NEW QUESTION # 111
A new custom object has been created, and the records of this object will be created through integration with another system. What should a consultant do to ensure the data is loading into the correct fields in Agentforce Financial Services?
Answer: D
Explanation:
A formal field mapping should define how each source-system data element corresponds to its destination field in Salesforce. This is a fundamental integration-design control because it creates an explicit contract between the external data structure and the Salesforce object model. For each source attribute, the mapping identifies the appropriate destination object and field, transformation requirements, data type, lookup behavior, and any required validation.
Salesforce uses this same principle throughout its data-import and integration tooling. Field mappings define which input columns or external-system fields correspond to Salesforce fields, and administrators should review mappings before records are loaded. Data Loader batch processing similarly uses a field mapping file to map input-file columns to corresponding Salesforce object fields.
Using a CSV and Data Loader would describe one particular import mechanism rather than the integration design required by the scenario. A junction object is appropriate for modeling many-to-many relationships, not simply for ensuring incoming attributes reach the correct fields. Custom metadata can support configurable integration behavior, but it is not inherently required merely to define source-to-target field correspondence. A documented field mapping provides the precise source-to-target definition necessary for reliable external-system integration.
NEW QUESTION # 112
A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?
Answer: C
Explanation:
To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field onthe Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships
> Role and add or remove values according to your business needs. Verified References: : Salesforce Help Article [10] : Salesforce Help Article [11]
NEW QUESTION # 113
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