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| Section | Weight | Objectives |
|---|---|---|
| Implementation and Configuration | 10% | - Best practices for deployment - Security model considerations - Setup and configuration basics |
| Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Analytics and Reporting | 12% | - Custom reporting requirements - Key metrics for financial advisors - Financial Services Cloud reports and dashboards |
| Wealth Management Capabilities | 20% | - Performance monitoring - Financial goals and planning - Asset allocation tracking - Investment portfolio management |
| Client Management | 15% | - Client lifecycle management - Relationship types and hierarchy - Client profiling and segmentation - Household management |
| Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Individual and Household data model - Financial Account and Financial Holding objects - Custom objects for financial products |
| Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM |
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NEW QUESTION # 60
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?