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| Section | Weight | Objectives |
|---|---|---|
| Wealth Management Capabilities | 20% | - Performance monitoring - Investment portfolio management - Asset allocation tracking - Financial goals and planning |
| Client Management | 15% | - Household management - Client lifecycle management - Client profiling and segmentation - Relationship types and hierarchy |
| Implementation and Configuration | 10% | - Security model considerations - Best practices for deployment - Setup and configuration basics |
| Analytics and Reporting | 12% | - Custom reporting requirements - Financial Services Cloud reports and dashboards - Key metrics for financial advisors |
| Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud |
| Data Model and Architecture | 18% | - Custom objects for financial products - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts - Individual and Household data model |
| Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
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NEW QUESTION # 14
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)
Answer: A,B,D
Explanation:
To capture and display commercial customersand their parent companies, Lake Tahoe Bank SF Admin can use the following steps:
Add the Business record type to the Group record type mapper, which is a custom metadata type that defines which record types can be added as members of a group1.
Leverage Groups to capture the majority owner of acommercial customer, which is a business entity that has a stake in another business entity1. Groups are a feature that allows users to create and managehousehold and business relationships1.
Use Account hierarchy to capture minority owners of a commercial customer, which are business entities that have less than 50% stake in another business entity2. Account hierarchy is a feature that allows users to see how accounts are related to each other in a parent-child relationship2.
Link multiple owners to the business entity as a Group, which allows users to see all the stakeholders of a commercial customer in one place1
NEW QUESTION # 15
s. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals. Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
Answer: B,C,D
Explanation:
This design requires objects that represent participation in the interaction, sharing of the interaction summary, and participation in the financial deal.
Interaction Participant associates internal users or groups with an Interaction. This enables engagement records to reflect which internal stakeholders participated in the client interaction and provides the connection between the interaction and the involved users or groups.
Interaction Summary Participant controls access to the detailed interaction notes. Salesforce allows an Interaction Summary to be shared with a specific user or group by adding that user or group through the Interaction Summary Participants related list. Compliant Data Sharing must be enabled for Interaction Summary to use this participant-based model.
Financial Deal Participant performs the corresponding function at the deal level. Financial Deal records can be shared with users or groups by adding them as participants, allowing specialists from another line of business to receive controlled access to the relevant transaction.
These objects work together effectively: the Interaction captures the engagement, the Interaction Summary contains the detailed notes, and the Financial Deal represents the underlying transaction. Participant records provide controlled association and sharing across these layers without broadly exposing sensitive information to unrelated users.
NEW QUESTION # 16
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
Answer: A,D,E
Explanation:
The following objects should be used when planning to use the Mortgage Data Model to integratewith external Loan Origination and Customer Onboarding applications to accurately track the pipeline:
Opportunity: An Opportunity is a standard object that represents a potential sale or deal for your products or services. You can use the Opportunity object to track and manage the stages, amounts, probabilities, and expected revenue of your deals. You can also use the Opportunity object to associate products, price books, quotes, contracts, orders, or assets with your deals.
Account: An Account is a standard object that represents a person or an organization that has a business relationship with your company. You can use the Account object to store information about your customers, such as name, address, phone number, website, industry, or rating. You can also use the Account object to associate contacts, opportunities, activities, cases, or notes with your customers.
Financial Account: A Financial Account is a custom object in Financial Services Cloud that represents a financial product or service that is owned by an account holder or related to an account holder's financial goal. You can use the Financial Account object to store information about your customers' financial accounts, such as type, balance, status, or interestrate. You can also use the Financial Account object to associate financial transactions, financial account roles, or financial goals with your customers' financial accounts.
Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]
NEW QUESTION # 17
In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?
Answer: A
Explanation:
The Financial Account Summary component depends on the relationship between the user ' s Locale setting and the user ' s Currency setting when rendering monetary values. Therefore, the user ' s locale must correspond appropriately with the user ' s configured currency for currency symbols, grouping separators, and other localized formatting to display correctly.
Salesforce identifies this requirement in the documented Agentforce Financial Services availability and limitations. To show commas and currency symbols correctly on the Financial Account Summary component, the user ' s locale in Locale Settings and the user ' s currency must match.
Locale controls regional presentation conventions such as numeric grouping, decimal separators, date formats, and related localization behavior. Currency determines the monetary unit represented by Financial Services values. A mismatch can therefore cause the component ' s visual currency formatting to appear inconsistent with the expected regional conventions.
This requirement is distinct from the rules governing financial-summary rollup calculations. When Multiple Currencies and Rollup By Lookup are enabled, accurate aggregation can require the user currency and account currency to correspond to the organization ' s default currency. That calculation requirement should not be confused with the display-formatting condition tested here.
The question specifically asks about the correct presentation of commas and symbols, making the user ' s locale matching the user ' s currency the applicable configuration requirement.
NEW QUESTION # 18
s. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org. Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?
Answer: A,C,D
Explanation:
Agentforce Financial Services models referrals through the Lead object, so a requirement for another referral variation should be implemented by creating an additional Lead record type rather than introducing a separate custom Referral object.
The administrator creates a new Lead record type using Referral as the basis, assigns an appropriate Lead Process, activates the record type, and makes it available to the required users. This allows the organization to define different required fields, page layouts, or referral experiences for the new type while remaining within the standard Financial Services referral architecture.
The administrator must then configure Referral Record Type Mapper custom metadata. The mapper connects the new Lead record type to Financial Services referral functionality by identifying the referral record type and enabling the packaged referral components to recognize it.
Assigning the record type to the relevant users is essential because users must have access to the new record type before they can select it during Lead or Referral creation. Updating a page layout may subsequently be useful, but it is not one of the three core configuration steps identified by the referral record-type procedure.
The correct implementation therefore uses the existing Lead and referral architecture: create the Lead record type, assign it to users, and create the corresponding Referral Record Type Mapper record.
NEW QUESTION # 19
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