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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Initial setup and package installation - Configure core FSC features
- Automation and workflows
|
| Topic 2: Define and Design | 42% | - Data migration and integration strategy - Data model, objects, and relationships
|
| Topic 3: Discovery | 12% | - Determine compliance and regulatory considerations - Analyze business processes and system architecture - Identify requirements and define solution scope |
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問題 #68
Which two statements are true for a Group inFinancial Services Cloud?
答案：C,D
解題說明：
The following statements are true for a Group in FinancialServices Cloud:
Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.
A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.
問題 #69
Which three standard fields are available to track a customer's retirement gial progress?
答案：B,D,E
解題說明：
The following standard fields are available to track a customer's retirement goal progress:
Actual value, which is a currency field that represents the current value of the goal.
Target value, which is a currency field that represents the desired value of the goal.
Target Date, which is a date field that represents the expected date of achieving the goal.
問題 #70
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
答案：B
解題說明：
Agentforce Financial Services allows administrators to replace the default icons used for specific Life Event and Business Milestone types with organization-specific icons. The configuration is performed from the dedicated Financial Services icon-management setup area for Events and Milestones.
From that setup experience, the administrator selects the event or milestone icon that needs to be changed, chooses the appropriate change-icon action, and uploads the replacement SVG file. This allows the visual representation of events and milestones to align with the institution ' s terminology and user-experience standards.
The icon is not configured directly within Lightning App Builder or the Lightning page layout. Those interfaces control where the Events and Milestones component appears but do not maintain the icon assigned to each event or milestone type. Likewise, administrators do not simply upload an icon as a generic Static Resource and expect the Events and Milestones component to associate it automatically.
Custom icons improve rapid visual recognition when advisors review a customer ' s timeline-for example, distinguishing a marriage, home purchase, retirement event, business expansion, acquisition, or another milestone. Therefore, the appropriate location is the dedicated Financial Services Icons area for Life Events and Business Milestones.
問題 #71
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?
答案：A
解題說明：
ARC custom nodes can be enhanced with OmniStudio FlexCards so that users see contextual information directly within the relationship graph. Salesforce's configuration sequence is explicit: open or create an ARC relationship graph, select the required node, navigate to the node ' s Display tab, and select Use FlexCard for this Node. The administrator or developer then identifies the FlexCard that should render the node.
FlexCards are suitable because they provide compact, contextual displays and can expose relevant actions without forcing users to leave the relationship visualization. Developers build and activate the FlexCard in OmniStudio and associate it with the ARC node through the graph configuration. An OmniStudio license is required when FlexCards are used for ARC node customization.
The distinction in the answer choices is important. ARC does not require the developer merely to reference an arbitrary Lightning web component in the node ' s display properties. Similarly, an OmniScript action has a different purpose: it can launch a guided process, but it is not the mechanism used to control the node ' s visual representation. The Use FlexCard option on the node's Display tab is the supported configuration for customized ARC node presentation.
問題 #72
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
答案：B
解題說明：
The appropriate configuration point is the Role field on the Financial Account Role object. Financial Account Role represents the relationship between a financial account and a person, contact, or account. Examples include primary owner, joint owner, beneficiary, trustee, or another organization-specific participation role.
Salesforce ' s Financial Services data model represents these relationships through the Financial Account Role structure. Current standard data-model mapping carries the same concept into Financial Account Party, where the managed-package Role field maps directly to the standard Role picklist. This confirms that role classification belongs on the relationship record rather than on the Financial Account itself.
A Joint Owner or Primary Owner relationship should therefore not be modeled by creating new values or fields directly on Financial Account. The relationship object is specifically designed to support multiple parties and multiple relationship types for the same financial account. Account-Account Relationship addresses relationships between accounts or business entities and is unrelated to financial-account ownership or participation.
Accordingly, when additional customer-to-financial-account relationship categories are required, administrators should extend the Role picklist on Financial Account Role. This preserves the Financial Services relationship model and supports consistent ownership, reporting, rollups, and financial-account relationship processing.
問題 #73
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