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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
| Topic 2: Data Model and Architecture | 18% | - Individual and Household data model - Relationship mapping between accounts and contacts - Custom objects for financial products - Financial Account and Financial Holding objects |
| Topic 3: Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Topic 4: Analytics and Reporting | 12% | - Key metrics for financial advisors - Custom reporting requirements - Financial Services Cloud reports and dashboards |
| Topic 5: Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM |
| Topic 6: Client Management | 15% | - Relationship types and hierarchy - Client profiling and segmentation - Client lifecycle management - Household management |
| Topic 7: Wealth Management Capabilities | 20% | - Financial goals and planning - Performance monitoring - Investment portfolio management - Asset allocation tracking |
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NEW QUESTION # 134
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?
Answer: B,C,E
Explanation:
Enable Compliant Data Sharing for Interaction Summaries, Use Interaction Summary Participants to provide the right access to individuals or groups, and DisableRole-Hierarchy-Based Sharing for Interaction Summaries.
Reference: Interaction Summaries | Salesforce Architects
Explanation: Compliant Data Sharing is a feature that allows granular control over access to sensitive data in Financial Services Cloud. By enabling Compliant Data Sharing for Interaction Summaries, the bank can restrict access to the detailed notes field on the Interaction Summary object. By using Interaction Summary Participants, the bank can grant access to specific individuals or groups who need to see the notes for certain interactions. By disabling Role-Hierarchy-Based Sharing for Interaction Summaries, the bank can prevent users from inheriting access to Interaction Summaries from their managers or peers in the role hierarchy.
NEW QUESTION # 135
A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?
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