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| Section | Weight | Objectives |
|---|---|---|
| Data Model and Architecture | 18% | - Individual and Household data model - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects - Custom objects for financial products |
| Implementation and Configuration | 10% | - Setup and configuration basics - Security model considerations - Best practices for deployment |
| Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Financial goals and planning - Performance monitoring |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Client Management | 15% | - Relationship types and hierarchy - Household management - Client lifecycle management - Client profiling and segmentation |
| 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 |
| Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
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NEW QUESTION # 72
A consultant is configuring a demo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?
Answer: D
Explanation:
Mortgage functionality in Agentforce Financial Services is controlled through the appropriate permission-set and user-access configuration. A user who must create or work with Residential Loan Application records needs access to the mortgage feature and to the mortgage-related objects. Consequently, failure to assign the required Mortgage permissions prevents the consultant from creating the application record.
Salesforce ' s Financial Services setup guidance includes assigning the Mortgage permission set as part of granting users access to mortgage functionality. Salesforce also provides enhanced mortgage permission-set configurations for personas such as loan officers and underwriters.
Current configuration guidance shows that mortgage-oriented permission sets must grant the system permission that licenses the user to access mortgage functionality in Financial Services and must provide the necessary object permissions for Residential Loan Applications and related Loan Applicant and Loan Application objects.
The issue is therefore not resolved by enabling a Residential Loan Application flow or by selecting a user- level Mortgage User checkbox. Nor is there a general Allow Mortgage Access setup switch corresponding to the required user entitlement. Access is established through the prescribed mortgage permissions and associated object-level access.
NEW QUESTION # 73
To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?
Answer: A,D
Explanation:
Reference: Financial Services Cloud Packages
Explanation: Financial ServicesCloud functionality is available from two packages: the managed package and the unmanaged extension packages. The managed package contains most of the Financial Services Cloud functionality, such as custom fields and objects, list views and profiles of clients and households, and administrative configurations. The unmanaged extension packages provide additional functionality that is not included in the managed package, such as:
The Commercial Banking dashboard: This is a dashboard that provides insights into commercial banking activities and performance, such as loan portfolio health, deposit growth, referral pipeline, and customer satisfaction. The Commercial Banking dashboard is included in the unmanaged commercial banking extension package.
Field sets that configure how fields display in the client and household profiles: These are field sets that determine which fields are displayed in different sections of the client and household profiles, such as Client Overview, Household Overview, Client Details, Household Details, etc. The field sets are included in the unmanaged extension package.
NEW QUESTION # 74
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: A
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 # 75
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim. Which three standard Insurance Platform components can digitally enable these core insurance operations?
Answer: B,D,E
Explanation:
Salesforce ' s Digital Insurance Platform contains purpose-built components that support the principal stages of the insurance lifecycle. Three of those standard components are Quote, Rate, and Apply; Policy Administration; and Claims Management.
Quote, Rate, and Apply enables insurers to deploy digital quote-to-bind experiences for customers, brokers, sales representatives, and underwriters. It supports product selection, rating, quote generation, guided OmniScripts, and digital customer experiences. Customers can therefore provide information and obtain insurance quotes through online channels.
Policy Administration manages the insurance policy lifecycle, including issuance, endorsements, billing, renewals, and commissions. It provides the policy-management layer required after a quote becomes an active insurance relationship. Claims Management supports the claims lifecycle, allowing insurers to create, process, and manage claims while connecting those claims to policy information.
Quote Creation Toolbox and Mobile Claim Submission are not the primary Digital Insurance Platform component names. Mobile experiences can certainly be implemented for claim submission, but they operate through the broader Claims Management capability rather than replacing it as a platform component. The three standard components are therefore Quote, Rate, and Apply; Policy Administration; and Claims Management.
NEW QUESTION # 76
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
Answer: A,B
Explanation:
The following expectations are from implementing multi language features in FSC:
Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese. This expectation means that FSC supports multiplelanguages and allows users to choose their preferred language for their user interface and data display.
In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese. This expectation means that FSC supports multiple languages for reports and dashboards and allows users to view them in their preferred language.
NEW QUESTION # 77
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