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| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Configure core FSC features
- Reporting, dashboards, and analytics - Integration and data exchange - Automation and workflows
|
| Define and Design | 42% | - Security and access design
- Data model, objects, and relationships
|
| Discovery | 12% | - Identify requirements and define solution scope - Determine compliance and regulatory considerations - Analyze business processes and system architecture |
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NEW QUESTION # 76
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
Answer: A,D,E
Explanation:
The following out of the box capabilities come with Financial Services Cloud Lead & Referral Management:
Referral Conversion: This capability allows you toconvert a referral to an opportunity, a contact, or an account. You can use this capability to track the progress and outcome of a referral and measure its impact on your business.
Assigning a Referral: This capability allows you to assign a referral to another user, queue, or line of business.
You can use this capability to route a referral to the appropriate person or team who can best meet the customer's need or interest.
Accepting a Referral: This capability allows you to accept a referral that is assigned to you or your queue.
You can use this capability to acknowledge that you have received a referral and are ready to work on it.
Verified References: : Salesforce Help Article 1 : Salesforce Help Article 3 : Salesforce Help Article 5
NEW QUESTION # 77
A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?
Answer: A,C,D
NEW QUESTION # 78
A bank recently sold its wealth management division and wants to improve its customers ' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank ' s chief financial officer (CFO) and investment committee?
Answer: A,D
Explanation:
For a retail-banking transformation, cross-line-of-business collaboration and modernized relationship management are direct strategic outcomes of Agentforce Financial Services. Salesforce positions its banking platform around unified customer information, referrals across lines of business, personalized engagement, and deeper customer relationships.
Referral capabilities allow teams to identify a customer ' s financial need and route the opportunity to the appropriate specialist elsewhere in the institution. This breaks down organizational silos and enables the bank to deepen relationships and increase wallet share. Agentforce Financial Services also modernizes banker and advisor engagement by bringing customer relationships, financial information, interactions, goals, and opportunities into a unified operating environment. This enables more personalized and trusted long-term engagement.
The policyholder and underwriting option is insurance-specific and does not fit the banking scenario. Client onboarding is a supported Financial Services capability and can be a valid ROI outcome, The verified outcomes represented in the available question content are therefore improved collaboration through leads and referrals and modernization of client-advisor relationship management.
NEW QUESTION # 79
Cumulus Bank has implemented Compliant Data Sharing in Agentforce Financial Services. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
Answer: B,C
Explanation:
Compliant Data Sharing has specific behavior when an Opportunity is changed to Private. A private Opportunity cannot be shared through Compliant Data Sharing, so Salesforce removes the sharing entries that previously granted participant-based record access.
Salesforce documents that when an Opportunity contains Opportunity Participants with associated share-table records and the Opportunity is made Private, the share-table records are deleted. However, the Opportunity Participant records themselves remain in Salesforce.
This distinction is important because the participant record represents the business relationship or participation assignment, while the share-table record represents the actual access grant generated by Compliant Data Sharing. Setting the Opportunity to Private removes the access mechanism without automatically destroying the participant data.
Salesforce recommends removing participants before making an Opportunity private when appropriate. If an Opportunity is subsequently made shareable again, the participant may need to be recreated or toggled inactive and then active so that the required sharing entry is regenerated.
Therefore, manual deletion of the share-table entries is unnecessary. Salesforce performs that cleanup automatically, while preserving the underlying participant records.
NEW QUESTION # 80
Which of the following statements are correct when creating Financial Goals?
Answer: D
NEW QUESTION # 81
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