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| Section | Weight | Objectives |
|---|---|---|
| Implementation and Configuration | 10% | - Setup and configuration basics - Security model considerations - Best practices for deployment |
| Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Performance monitoring - Financial goals and planning |
| 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 - Individual and Household data model - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects |
| Client Management | 15% | - Household management - Relationship types and hierarchy - Client lifecycle management - Client profiling and segmentation |
| Analytics and Reporting | 12% | - Custom reporting requirements - Financial Services Cloud reports and dashboards - Key metrics for financial advisors |
| Banking and Lending Features | 15% | - Compliance and regulatory considerations - Digital lending workflows - Account aggregation |
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NEW QUESTION # 62
A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller. What should the consultant do to fulfill the needed requirements?
Answer: A
Explanation:
A Screen Flow is the appropriate declarative solution because the process requires an internal agent to enter information into a guided form and then submit that information to an external service.
Screen Flow provides Screen elements that can capture temporary user-entered values such as the customer ' s full name and the last four digits of the Social Security number. Those values do not have to be stored in Salesforce simply because they are collected during the flow interview. They can remain flow variables used only for the authentication transaction.
Flow Builder can then invoke an external authentication service through an HTTP Callout, External Service action, Apex action, or another supported integration mechanism. The flow can send the supplied identity information, receive the authentication response, evaluate the result, and display an appropriate outcome to the customer service agent.
Screen Flows can also be launched from record-page quick actions, embedded directly on Lightning pages, or exposed through supported service-console experiences.
A custom Lightning web component or Canvas application would introduce unnecessary development for a requirement already supported declaratively. OmniScript is also capable of sophisticated guided interactions, but the requirement as stated maps directly to Salesforce ' s Screen Flow and external-callout capabilities.
NEW QUESTION # 63
A private equity company with only one administrator wants to upgrade Agentforce Financial Services from an Agentforce Sales Unlimited Edition (UE) org. The company decided to install Agentforce Financial Services greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month. What should the administrator do as part of the preparation for the data migration process?
Answer: A
Explanation:
For an Unlimited Edition production organization, Salesforce supports weekly Data Export and allows an administrator to schedule recurring exports. Therefore, after validating the backup process manually, establishing a weekly scheduled export provides a consistent migration-preparation dataset without requiring repeated manual execution.
Salesforce supports weekly exports for Enterprise, Performance, and Unlimited Editions. Administrators can use Setup, Data Export, and Schedule Export to configure recurring backup generation. A manual weekly export can generally be generated once every seven days, so a daily full Data Export sequence does not align with the platform ' s export interval.
A scheduled backup is especially valuable before migration because successive exports allow the administrator to review changes, perform data profiling, confirm migration mappings, and maintain a recoverable source-data baseline. Salesforce recommends recurring Schedule Export functionality when maintaining backups.
Testing a production Data Export by sending a request from a sandbox to another Salesforce org is not how the native backup mechanism operates. Scheduled Data Export is a production capability rather than a sandbox-based migration test. The data should remain controlled by appropriately authorized administrators rather than being handed directly to a business manager without established migration governance.
NEW QUESTION # 64
How should developers configure customized nodes for display in ARC?
Answer: A
Explanation:
To configure customized nodes fordisplay in ARC, developers should reference the Lightning Web Component in the Display properties of the custom ARC relationship graph. A Lightning Web Component is a custom framework for creating reusable web components that run natively in browsers andleverage modern web standards. A custom ARC relationship graph is a metadata type in Financial Services Cloud that defines how account-account relationships are displayed in ARC, such as node shape, color, size, label, or icon. You can use Lightning Web Components and custom ARC relationship graphs to create customized nodes for ARC that show additional information or functionality for each account. Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10]
NEW QUESTION # 65
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
Answer: C
Explanation:
The Salesforce Admin can hide sensitive Life Events on the Life Events component on the Lightning Page using the Properties pane. The Life Events component is a Lightning component that displays a timeline of life events and business milestones for aclient or a group. The Admin can use the Properties pane to customize the component and select which event types to show or hide on the timeline.
NEW QUESTION # 66
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer ' s Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
Answer: B,D,E
Explanation:
The Financial Account data model already provides the structures required to represent different classes of financial products. Salesforce defines Financial Account record types for categories such as bank accounts, checking accounts, savings accounts, credit cards, mortgages, loans, HELOCs, and investment accounts.
Therefore, an administrator should use Financial Account record types to represent the required categories rather than introducing a redundant custom Type picklist.
To present those accounts on the customer ' s Account record page, the administrator adds the Financial Account List component to the Lightning page. The component supports configuration based on Financial Account record types, allowing separate component instances to display different categories.
Accordingly, the administrator can place multiple Financial Account List components on the customer page and configure each one for the relevant category. Creating additional Account lookup fields is unnecessary because Agentforce Financial Services already provides its financial-account ownership and relationship model. The correct solution therefore uses the existing component, record-type architecture, and per- component filtering rather than duplicating relationships or classification fields.
NEW QUESTION # 67
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