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| Section | Objectives |
|---|---|
| Topic 1: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 2: Security, Reporting, and Integration | - Data security and sharing models - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud |
| Topic 3: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 4: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 5: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
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NEW QUESTION # 33
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: C,D
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 # 34
What actions can a Wealth Advisor take from the Life Events card?
Answer: B,D,E
Explanation:
The Life Events experience is intended to turn significant customer events into actionable advisor workflows rather than merely display historical information. Within the supplied Financial Services curriculum, the advisor actions represented are Create Lead and Referral, Request Record Approval, and Create Opportunity.
Salesforce ' s Events and Milestones architecture implements this behavior through contextual actions.
Administrators can create actions on the Person Life Event object and expose those actions in the expanded event card. This allows an advisor to act immediately when a life event indicates a new service need, sales opportunity, referral opportunity, or internal process requirement.
For example, a life event can signal a need that should become an Opportunity, a requirement that should be routed to another line of business through a Lead or Referral, or an internal decision that requires an approval action. The action is launched in the context of the customer and the life event, helping maintain traceability between the event and the resulting business process.
The exact available actions can be tailored by the organization through configuration. The core design principle is that Life Events should translate customer insight into timely, trackable advisor actions rather than remain passive informational records.
NEW QUESTION # 35
A wealth management firm is looking to start tracking its clients ' hobbies for marketing purposes in Salesforce. Which Agentforce Financial Services feature is most suitable for this?
Answer: C
Explanation:
Interest Tags are specifically designed to capture customer interests, needs, preferences, and prospecting opportunities in Agentforce Financial Services. They are therefore the appropriate capability for storing information such as a client ' s hobbies.
Salesforce gives hobbies such as golf and skiing as examples of information that can be represented using Interest Tags on person accounts. Interest Tags can also represent investment interests and other topics discovered during customer interactions.
Interest Tags can be organized into hierarchical Tag Categories, enabling institutions to establish a controlled taxonomy. For example, an organization could create a Hobbies category and define tags such as Golf, Skiing, Sailing, or Travel. Because this vocabulary is structured, organizations can report across clients and identify common themes or potential engagement opportunities.
Topics provide the underlying platform capability and are a prerequisite for Interest Tags, but Topics alone are not the Financial Services feature designed for this client-interest requirement. Alerts communicate conditions requiring attention rather than persistent customer interests. Interest Tags therefore provide the Financial Services-specific functionality required for tracking hobbies and supporting personalized client engagement.
NEW QUESTION # 36
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
Answer: D
Explanation:
The unmanaged extension package for Intelligent Need-Based Referrals and Scoring provides users access to referral dashboards and reports, as well as referral scoring and routing features.
NEW QUESTION # 37
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?
Answer: D
Explanation:
A suitable use case for Flow Builder is to collect input from internal users with a form placed on a Lightning page or launched by a button. Flow Builder is a tool that allows users to automate business processes by building flows that guide users through screens, executelogic, manipulate data, and interact with Salesforce and external systems. By using Flow Builder, the system administrator can create a flow that collects input from internal users with a form and performs actions based on the input.
NEW QUESTION # 38
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