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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Wealth Management Capabilities | 20% | - Asset allocation tracking - Financial goals and planning - Performance monitoring - Investment portfolio management |
| Topic 2: Implementation and Configuration | 10% | - Best practices for deployment - Security model considerations - Setup and configuration basics |
| Topic 3: Banking and Lending Features | 15% | - Account aggregation - Digital lending workflows - Compliance and regulatory considerations |
| Topic 4: Client Management | 15% | - Client lifecycle management - Client profiling and segmentation - Household management - Relationship types and hierarchy |
| Topic 5: Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
| Topic 6: 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 7: 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 |
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NEW QUESTION # 78
A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?
Answer: D
Explanation:
To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field onthe Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships
> Role and add or remove values according to your business needs. Verified References: : Salesforce Help Article [10] : Salesforce Help Article [11]
NEW QUESTION # 79
What step is required to give users access to the FinancialServices Cloud Commercial Banking features?
Answer: A
Explanation:
To give users access to the Financial Services Cloud Commercial Banking features, such as Commercial Banking Console Lightning app, Referrals List component, and Treasury Services object, the Admin needs to assign permission sets to the users. Permission setsare collections of settings and permissions that give users access to various tools and functions4. The Admin can use the following permission sets to enable Commercial Banking features for the users4:
FSC Commercial Banking Console User: This permission set givesusers access to the Commercial Banking Console Lightning app, which is a custom app that provides a unified view of commercial banking clients and their financial needs4.
FSC Commercial Banking Referrals User: This permission set gives users access to the Referrals List component, which is a Lightning component that displays a list of referrals related to a business account4.
FSC Commercial Banking Treasury Services User: This permission set gives users access to the Treasury Services object, which is a custom object that represents a treasury service product or offering that a commercial banking client uses or is interested in4. Verified References: 4
NEW QUESTION # 80
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account, Account-Contact, and Contact-Contact Relationships?
Answer: A,B,D
Explanation:
Agentforce Financial Services provides several specialized components for understanding and maintaining complex customer relationships. The relevant options here are Actionable Relationship Center, Relationship Map, and Group Members.
Actionable Relationship Center renders an interactive relationship hierarchy for accounts and contacts and combines multiple Financial Services relationship types in a single visual experience. It can work with Account-Account Relationship, Account-Contact Relationship, Contact-Contact Relationship, and reciprocal- role information.
The Relationship Map provides a visual representation of relationships involving Accounts, Contacts, and individuals. It helps users navigate interconnected customer relationships and understand how people, households, and organizations relate to one another.
The Group Members component displays the members of a relationship group and their associated information. Financial Services provides group-member experiences that enable users to work with household or group membership and related customer information.
The Family Members component is not one of the standard Financial Services relationship-management components represented in this architecture. The Life Events component serves a different purpose: it presents significant events and business milestones so advisors can identify changes in customer circumstances and take timely action.
Therefore, the relationship-oriented Financial Services components are Actionable Relationship Center, Relationship Map, and Group Members.
NEW QUESTION # 81
A financial services company needs to transform the individual data model to person accounts in Agentforce Financial Services, and its consulting partner is helping decide the sequence of the user stories in the design phase. What should the implementation team do as the top priority during planning?
Answer: C
Explanation:
A transformation from the individual account model to Person Accounts is a significant data-model change and must be approached with strong data-protection controls. The implementation team should therefore prioritize a complete data backup before changing or converting existing customer records.
Salesforce ' s conversion guidance includes performing a backup as a core prerequisite in the transformation sequence. The process ultimately changes individual Account and Contact records into Person Account records, and Salesforce emphasizes that the transformation must first be tested carefully because the Person Account model cannot simply be disabled after it has been enabled.
Salesforce also recommends creating a sandbox to assess how Person Accounts affect the organization ' s technical architecture, integrations, automation, components, reports, and customizations. However, from a migration-risk perspective, preservation of the existing production data is fundamental before irreversible data transformation activities are performed.
Subsequent implementation activities include enabling Person Accounts, enabling them for Agentforce Financial Services, configuring record types through the Individual Record Type Mapper, validating source records, and executing the conversion. These activities depend on careful preparation. A reliable backup provides the implementation team with an authoritative pre-migration data state and should therefore be treated as a top planning priority.
NEW QUESTION # 82
Which three types of preassembled flows can be utilized from the Agentforce Financial Services packages and the Lightning Flow for Financial Services package?
Answer: A,C,E
Explanation:
Salesforce provides three primary sets of preassembled Financial Services flows: Mortgage, Retail Banking, and Insurance. These templates accelerate implementation by supplying guided business processes that consultants can clone and adapt rather than constructing every user journey from the beginning.
Financial Services includes different sets of preassembled flows tailored to specific business requirements:
mortgage flows, insurance flows, and retail banking flows. Mortgage flows are supplied with Financial Services Cloud, while insurance and retail banking flows are provided through the Lightning Flow for Financial Services package. The installed flows are delivered as standard flow templates and can be cloned and customized according to organizational processes.
Mortgage templates support activities associated with collecting borrower information and assets and liabilities. Retail banking and insurance packages similarly include predefined service-request flows.
Commercial Banking and Institutional Banking have dedicated Financial Services capabilities, but they are not the three categories of preassembled flow sets described by this package architecture. Therefore, the correct selections are Mortgage, Retail Banking, and Insurance.
NEW QUESTION # 83
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