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| Section | Weight | Objectives |
|---|---|---|
| Banking and Lending Features | 15% | - Compliance and regulatory considerations - Account aggregation - Digital lending workflows |
| Wealth Management Capabilities | 20% | - Performance monitoring - Asset allocation tracking - Investment portfolio management - Financial goals and planning |
| Client Management | 15% | - Client profiling and segmentation - Household management - Relationship types and hierarchy - Client lifecycle management |
| Data Model and Architecture | 18% | - Individual and Household data model - Custom objects for financial products - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts |
| Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
| 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 |
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NEW QUESTION # 80
The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?
Answer: C,D,E
Explanation:
Thefollowing names are Association Type picklist field values:
Trust, which is a value that indicates that the accounts are related through a trust relationship.
Family, which is a value that indicates that the accounts are related through a family relationship.
Peer, which is a value that indicates that the accounts are related through a peer relationship.
NEW QUESTION # 81
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
Answer: A,C,D
Explanation:
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file andData Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 :
Salesforce Help Article 3
NEW QUESTION # 82
A wealth management division manages the financial assets of many wealthy clients. Which three steps should the Financial Services Cloud consultant take to offer a high level of customization to boost user productivity?
Answer: A,C,D
Explanation:
Custom Field Sets provide a declarative way to tailor the Financial Services interface for different user populations without changing the underlying data model. This is particularly valuable where wealth managers and investment bankers require different information to perform their jobs efficiently.
The Financial Summary component supports field-set-driven configuration. Administrators can define a field set that determines which summary information is presented and configure the Financial Summary component from Lightning App Builder.
Salesforce also provides Financial Services setup procedures for creating custom Account and Financial Account field sets for user-facing Financials experiences. Administrators choose the specific fields that should appear, allowing the presentation layer to be tailored to the operational needs of a persona.
A consultant can therefore create a Wealth Manager-specific field set, associate it with the appropriate Financial Summary or configurable Lightning component, and use persona-specific Lightning-page configuration so that wealth managers receive the information most relevant to their work without forcing the same presentation on investment-banking users.
Creating another Person Account type does not solve a user-interface customization requirement and incorrectly changes the customer data model. The appropriate solution is to use field sets and component configuration to deliver persona-specific experiences while retaining a common underlying financial data model.
NEW QUESTION # 83
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
Answer: C
Explanation:
A Contact-Contact Relationship isa construct in Financial Services Cloud that allows you to model the relationship between two contacts, such as a business contact and a client that is modeled as a person account.
The Reciprocal Role is a field on the Contact-Contact Relationship objectthat defines how each contact relates to the other. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 64.
NEW QUESTION # 84
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?
Answer: A
Explanation:
My Domain is a feature in Salesforce that allows you to create a subdomain for your org. You need to enable My Domain to access Financial ServicesCloud Lightning Components, such as Actionable Relationship Center, Relationship Map, Life Events & Business Milestones, etc. To enable My Domain, you need to do the following:
Register a subdomain using the My Domain wizard in Setup > My Domain.
Deploy itto your users after testing it in your sandbox or developer org. Verified References: : Salesforce Help Article [7]
NEW QUESTION # 85
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