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| Section | Weight | Objectives |
|---|---|---|
| Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
| Analytics and Reporting | 12% | - Custom reporting requirements - Financial Services Cloud reports and dashboards - Key metrics for financial advisors |
| Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud |
| Data Model and Architecture | 18% | - Individual and Household data model - Custom objects for financial products - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts |
| Client Management | 15% | - Client profiling and segmentation - Relationship types and hierarchy - Household management - Client lifecycle management |
| Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Wealth Management Capabilities | 20% | - Asset allocation tracking - Financial goals and planning - Performance monitoring - Investment portfolio management |
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NEW QUESTION # 15
A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?
Answer: A,B
Explanation:
Process Builder and Screen Flows are two features thatcan be used to design a business process for identity verification. Process Builder is a tool that allows you to automate business processes by creating workflows that trigger actions based on certain criteria. Screen Flows are a type of flow that guide users through a series of screens to collect and update data. You can use Process Builder to launch a Screen Flow when a customer contacts the bank, and use the Screen Flow to capture and verify the customer's identity information.
References: [Process Automation], [Screen Flows]
NEW QUESTION # 16
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process. What steps should the Admin take to make that change?
Answer: C
Explanation:
To update an existing, published Action Plan Template, the Admin should clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template. Thisis because published Action PlanTemplates cannot be edited directly or set to inactive4. Cloning an Action Plan Template creates a copy of it with a new name and ID, which can then be modified and published4.Verified References: 4
NEW QUESTION # 17
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: A
Explanation:
Chatter components in Lightning App Builder depend on Feed Tracking being enabled for the underlying object. Therefore, if the administrator edits the Action Plan Lightning record page before enabling feed tracking for Action Plan, Chatter-related components are not presented as available components.
Salesforce guidance states that Chatter Publisher, Chatter Feed, and Chatter components can be absent from Lightning App Builder when Feed Tracking is not enabled for the object. Once the administrator enables Feed Tracking through Setup, Feed Tracking, the Chatter components become available for placement on the object
' s Lightning record page.
Feed tracking serves two related purposes. It enables users to follow activity associated with a record, and it provides the object-level capability required for the Lightning Chatter feed experience. Salesforce supports configuring feed tracking for custom and managed-package objects where the feature is available.
This is independent of whether the administrator personally has the Action Plans permission set. The absence of the component in Lightning App Builder is a configuration issue rather than a user entitlement issue. Nor is there a separate Action Plan-specific Chatter switch that replaces standard Feed Tracking. Once Feed Tracking is enabled for Action Plan, the administrator can return to Lightning App Builder and add the required Chatter component.
NEW QUESTION # 18
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?
Answer: A,B,D
Explanation:
Agentforce Financial Services supports Person Account-based household modeling. Individual household members can be represented as Person Accounts, while the household itself is represented through the household or group Account structure. This provides a single individual record for each member while preserving group-level aggregation and relationship management.
Both Opportunity and Financial Deal participate in the Financial Services compliant-sharing architecture.
Compliant Data Sharing enables explicitly authorized participants to receive controlled access to supported records rather than relying only on broad organizational sharing mechanisms. Financial Deal also provides a critical additional security control: administrators can disable Role Hierarchy-Based Sharing for Financial Deals. Doing so prevents managers from automatically receiving access to their subordinates ' confidential deals.
Standard Opportunity hierarchy access cannot be disabled through the comparable object-level hierarchy setting, which makes the distinction in option E important.
Interaction Summary is not a wholesale replacement for Salesforce Activity. It is a specialized Financial Services structure for recording detailed client-interaction notes, participants, confidentiality information, and compliant sharing. Activities remain appropriate for tasks, calls, meetings, and other standard activity- management scenarios.
Therefore, A, D, and E correctly describe the Financial Services object and sharing behavior that consultants must consider during implementation delivery.
NEW QUESTION # 19
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
Answer: C,D
Explanation:
Reference: Configure Reciprocal Roles - Salesforce
Explanation: Some possible reasons why the user can't find any reciprocal roles displayed in the related role lookup are:
Reciprocal roles have not been created in the org. Reciprocal roles are custom objects that define the possible roles for users who need access to Account or Contact records. For example, a reciprocal role can be Advisor, Client, Specialist, or Decision Maker. Each reciprocal role has an associated access level that determines what data fields theuser can view or edit. To create reciprocal roles, the administrator needs to do the following steps:
From Setup, open Object Manager.
In the Quick Find box, enter Reciprocal Role, and then select Reciprocal Role.
Click Fields & Relationships, and thenselect Role Name.
Click New to create a new picklist value for the Role Name field.
Enter a label and a value for the new role, such as Attorney or Client.
Click Save.
The user should be using the Edit Group button to access reciprocal roles. The Add Contact option on the relationship tree only allows the user to add existing contacts as members of a relationship group, such as a household or a business group. The user cannot specify reciprocal roles for the members using this option. To specify reciprocalroles for the members of a relationship group, the user needs to do the following steps:
Click Edit Group on the relationship group record page.
In the Edit Group window, click Member Relationships.
For each member of the group, select a role from the Rolepicklist and a related role from the Related Role lookup.
Click Save.
NEW QUESTION # 20
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