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| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
| Topic 2: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 3: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 4: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 5: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
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NEW QUESTION # 63
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
Answer: B,D,E
Explanation:
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record.
Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
NEW QUESTION # 64
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
Answer: A,B,C
Explanation:
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queuesbased on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow upon the most promising leads.
NEW QUESTION # 65
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?
Answer: D
Explanation:
Tohelp onboarding new customers, the consultant should recommend using Action Plan and Action Plan Template. Action Plan is a feature in Financial Services Cloud that allows you to automate and standardize common business processes or service requests, suchas customer onboarding, account opening, or loan origination. You can use Action Plan to create templates that define the tasks, owners, and deadlines for each process or request. You can also use Action Plan to enforce task dependencies and completion criteria, so that bankers cannot skip or miss any tasks or move to the next stage of the onboarding process without meeting the requirements. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2
NEW QUESTION # 66
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
Answer: C
Explanation:
Reference: Record Alerts APIs | Industries Common Resources Developer Guide | Salesforce Developers Explanation: Record Alerts are a feature of Financial Services Cloud that allow users to create and display alerts on records that require action or attention. Record Alerts can help users prioritize their work, communicate important information, and collaborate with other users. Record Alerts can be created on any custom object or standard object that supports custom fields, such as Financial Account, Contact, or Opportunity.
To create record alerts, users need to have the following permissions:
Read and Edit access to the record that they want to create an alert for Create access to the Record Alert object Readaccess to the Record Alert Category object
NEW QUESTION # 67
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency). Which solution should a consultant recommend to meet these requirements?
Answer: A
Explanation:
Salesforce ' s native Multiple Currencies functionality is designed for organizations that operate across countries while maintaining centralized corporate reporting. Once multiple currencies are enabled, the administrator defines a corporate currency, representing the currency used by corporate headquarters, and activates the additional currencies required by regional operations. Individual users can maintain personal currencies, while records can retain their applicable transaction currencies.
Salesforce reports preserve monetary amounts in their original currencies while allowing report totals and converted columns to be displayed in another active currency. This enables regional branches to operate using their local currencies while headquarters reviews consolidated amounts using the corporate reporting currency. The corporate currency serves as the reference currency for conversion rates.
Advanced Currency Management supplements this architecture by supporting dated exchange rates for opportunities, allowing historical transactions to use conversion rates appropriate to their effective periods rather than relying exclusively on a static rate.
A third-party application or spreadsheet-based conversion process introduces unnecessary complexity because Salesforce already provides the required international currency and reporting functionality. The appropriate design is therefore to enable native multi-currency capabilities, establish the corporate currency, configure active currencies and conversion rates, and use Advanced Currency Management where dated rates are required.
NEW QUESTION # 68
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