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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Client Management | 15% | - Client lifecycle management - Household management - Client profiling and segmentation - Relationship types and hierarchy |
| Topic 2: Implementation and Configuration | 10% | - Setup and configuration basics - Security model considerations - Best practices for deployment |
| Topic 3: Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Topic 4: Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Custom objects for financial products - Individual and Household data model - Financial Account and Financial Holding objects |
| Topic 5: 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 |
| Topic 6: Analytics and Reporting | 12% | - Custom reporting requirements - Key metrics for financial advisors - Financial Services Cloud reports and dashboards |
| Topic 7: Wealth Management Capabilities | 20% | - Investment portfolio management - Performance monitoring - Asset allocation tracking - Financial goals and planning |
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NEW QUESTION # 97
A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?
Answer: A
Explanation:
Consent Management for Financial Services Cloud is a feature that helps financial institutions honor and respect their customers' wishes when they request only specific forms of contact from their company or opt- out of certain types of data-sharing. This feature helps institutions comply with the data protection and privacy regulations that apply to their company11. A consultant can suggest the following actions to implement Consent Management for Financial Services Cloud:
Set up trackingand storage of certain dataprivacy preferences: This involves creating data privacy records for customers who have opted out of certain types of communication or data-sharing, and selecting the appropriate options in the record to indicate their preferences12.
Use the Consent API: This is an API that lets users query,create, update, or delete consent records for customers who have given or withdrawn their consent for certain types of communication or data-sharing.
Protect your Salesforce organization: This involves setting up organization-wide sharing settings, encryption, field-level security, and other measures to ensure that only authorized users can access or modify customer data according to their consent preferences.
References:
Consent Management for Financial Services Cloud
Set Up Tracking and Storage of Certain Data Privacy Preferences
[Use the Consent API]
[Protect Your Salesforce Organization]
NEW QUESTION # 98
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?
Answer: C,D,E
Explanation:
The following statements are true for Rollup By Lookup (RBL) in Financial Services Cloud:
An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances. You can use RBL rules to aggregate financial account data across different levels of client relationships.
The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels. You can use RBL configuration to define which fields are rolled up and howthey are calculated for each diem and group type.
Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules. RBL rules are complex and require extensive testing and validation. If you need to create or customize RBL rules, you should contact a certified Salesforce partner or consultant. Verified References: :
Salesforce Financial Services Cloud Implementation Guide, page 75. : Salesforce Financial Services Cloud Implementation Guide, page 76. : Salesforce Financial Services Cloud Implementation Guide, page 77.
NEW QUESTION # 99
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
Answer: A
Explanation:
The appropriate Financial Services access level for Personal Banker users is the Financial Services Cloud Standard entitlement represented by option A.
Salesforce ' s Personal Banker configuration guidance instructs administrators to create the user with the Personal Banker profile and then assign the Financial Services Cloud Standard and Personal Banker Access permission sets. This combination supplies the Financial Services capabilities required by the retail-banking persona together with the persona-specific permissions required for personal-banking functionality.
The broader Agentforce Financial Services user-creation guidance follows the same access pattern. Personal Banker, Advisor, and Relationship Manager personas use Financial Services Cloud Standard together with their persona-specific permission sets.
Salesforce distinguishes between permission sets and permission set licenses. A permission set license extends the underlying Salesforce user license so that features covered by the purchased Financial Services product can be used, while permission sets grant the associated permissions. Users therefore need the applicable license entitlement as well as required permission assignments.
For the Personal Banker group described in the question, the Standard Financial Services entitlement is the appropriate baseline rather than the Basic, Foundations, or Extension alternatives.
NEW QUESTION # 100
A financial services company must add details to the default business hours record. For companywide holidays, the company wants the option to skip nonwork days in Action Plan when setting task completion dates. What should the administrator configure to meet the requirement? What should the administrator configure to meet the requirement?
Answer: A
Explanation:
Action Plans can calculate task due dates while excluding configured nonworking days. Salesforce requires administrators to define working and nonworking time in the organization ' s default Business Hours record.
To designate a day as nonworking, the administrator leaves that day ' s start and end time fields blank. This is the method used to identify a nonworking day for Action Plan date calculations.
Companywide holidays are configured separately under Setup, Holidays. Importantly, recurring holidays are not treated the same way for Action Plan nonwork-day calculations, so administrators must configure applicable holidays in the supported form rather than assuming recurring-holiday settings will automatically be skipped.
After business hours and holidays are configured, Action Plans can use Skip Nonwork Days when calculating task completion-date offsets. This ensures that tasks with relative due dates do not fall on organizational nonworking days where the feature is configured accordingly.
No automatic configuration occurs merely because Action Plans are enabled. The administrator must establish the working calendar correctly. Therefore, leaving start and end times blank for a nonworking day is the required business-hours configuration.
NEW QUESTION # 101
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
Answer: A
Explanation:
Reference: Record Alerts APIs | Industries Common Resources Developer Guide | Salesforce Developers Explanation: Record Alerts are a feature of Financial Services Cloud that allow users to create and display alerts on records that require action or attention. Record Alerts can help users prioritize their work, communicate important information, and collaborate with other users. Record Alerts can be created on any custom object or standard object that supports custom fields, such as Financial Account, Contact, or Opportunity.
To create record alerts, users need to have the following permissions:
Read and Edit access to the record that they want to create an alert for Create access to the Record Alert object Readaccess to the Record Alert Category object
NEW QUESTION # 102
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