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| Section | Objectives |
|---|---|
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
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NEW QUESTION # 16
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
Answer: A
Explanation:
To grant restricted accessto users like Bank Tellers who need only limited access to Financial Services Cloud features, the Admin can use Financial Service Cloud Basic permission set license. This license enables user access to a license with contractual restrictions for FinancialServices Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL).
NEW QUESTION # 17
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?
Answer: C
Explanation:
The recommended approachfor implementing Financial Services Cloud at Lake Tahoe Bank is to implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in the new org. This approach allows Lake Tahoe Bank to leverage the best practices and features of Financial Services Cloud without being constrained by their existing customizations and data model. It also minimizes the impact on users during implementation, as they can continue to use their current system until the new org is ready to go live.A green field implementation requires careful planning, data migration, and change management, but it can result in a more efficient and customer-centric solution. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 8.
NEW QUESTION # 18
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all. Which two Financial Services Cloud capabilities should help address these challenges?
Answer: B,D
Explanation:
The bank needs capabilities that standardize task execution and guided user processing, making Action Plans and OmniScripts the appropriate combination.
Action Plans capture repeatable work in reusable templates and automate sequences of tasks. Administrators can define task ownership, deadlines, dependencies, and completion expectations in advance. When an Action Plan is created for a customer engagement, the system generates the required work and assigns tasks according to the configured template. This reduces missed handoffs and clarifies accountability.
OmniScripts provide guided, step-by-step process experiences. They control what information a user sees and enters at each stage, helping standardize execution and reducing the likelihood that employees skip required steps or make inconsistent decisions. OmniScripts work with Integration Procedures and Data Mappers to retrieve, manipulate, and save information as the user advances through the process.
Roll-up summaries aggregate information but do not manage handoffs. Financial Accounts represent financial products and ownership relationships rather than operational process routing. Action Plans establish accountable task ownership, while OmniScripts guide users through the required workflow, directly addressing delayed and incorrect handoffs.
NEW QUESTION # 19
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates?
Answer: B
Explanation:
An External ID provides the correct mechanism for matching Salesforce records with identifiers maintained by another application. It is a custom field marked with the External ID attribute and typically stores the unique identifier assigned to a record by a core banking system, ERP platform, policy system, loan- origination system, or another external data source.
Salesforce import tools can use External IDs to identify existing records. When a record in an incoming file contains an External ID that matches an existing Salesforce record, the import process can treat the records as corresponding records rather than blindly inserting another copy.
External IDs are also fundamental to upsert operations. The integration supplies the External ID, Salesforce searches for a matching value, and the operation updates the matching record or creates a new record when no match exists. For the strongest duplicate control, the field can additionally be configured as Unique, ensuring that the same external identifier cannot be stored on multiple records.
User ID, Org ID, and Data Load ID do not provide the required source-system record-matching mechanism.
External ID is therefore the appropriate integration identifier.
NEW QUESTION # 20
A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?
Answer: D
Explanation:
To configure a custom field for reporting when relating two business accounts to each other, the administrator should configure the custom field on the Account-Account Relationship object. The Account-Account Relationship object is acustom object in Financial Services Cloud that allows you to create and manage relationships between two accounts, such as Household Member, Business Owner, Trustee, or Friend. You can use the Account-Account Relationship object to store additional information about the relationship between two accounts, such as role, start date, end date, or status. You can also use the Account-Account Relationship object to report on the account-account relationships and analyze their impact on your business.
Verified References: : Salesforce Help Article [4] : Salesforce Help Article [5]
NEW QUESTION # 21
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