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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects - Individual and Household data model - Custom objects for financial products |
| Topic 2: Wealth Management Capabilities | 20% | - Asset allocation tracking - Financial goals and planning - Performance monitoring - Investment portfolio management |
| Topic 3: Analytics and Reporting | 12% | - Key metrics for financial advisors - Financial Services Cloud reports and dashboards - Custom reporting requirements |
| Topic 4: 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 |
| Topic 5: Implementation and Configuration | 10% | - Best practices for deployment - Security model considerations - Setup and configuration basics |
| Topic 6: Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
| Topic 7: Client Management | 15% | - Relationship types and hierarchy - Client lifecycle management - Household management - Client profiling and segmentation |
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NEW QUESTION # 111
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Answer: D
Explanation:
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.
NEW QUESTION # 112
Financial Services Cloud (FSC) contains a number of custom objects to model a client ' s financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC. What are three objects in FSC?
Answer: A,B,E
Explanation:
Agentforce Financial Services provides purpose-built objects for modeling customer financial information beyond standard CRM records. Among these are Financial Goal, Financial Holding, and Revenue.
The Financial Goal object represents objectives such as retirement funding, purchasing a home, education planning, or other target financial outcomes. A Financial Holding represents investments or securities held within a financial account. Salesforce references Financial Holding throughout Financial Services capabilities, including financial-detail and portfolio-performance functionality that operates on Financial Account, Financial Account Role, Financial Holding, Financial Goal, and related client records.
The Revenue object is also part of the Financial Services financial model and represents revenue generated from operating a person ' s financial account or through advisory services.
These objects complement other specialized Financial Services records such as Financial Account, Assets and Liabilities, and Identification or Identity Document, allowing institutions to construct a comprehensive view of a client ' s financial position and objectives.
Billing is associated with separate financial or insurance servicing capabilities rather than being one of the client financial-information objects represented by this question. Inheritance likewise is not the corresponding packaged FSC financial object.
NEW QUESTION # 113
Which three insurance processes are managed by the Policy Administration component?
Answer: C,D,E
Explanation:
The following insurance processes are managed by the PolicyAdministration component:
Payments: Payments are the amounts that a policyholder pays to an insurance company for a policy or a claim. You can use the Policy Administration component to manage the payment schedules, methods, and statuses for your policiesand claims. You can also use the Policy Administration component to integrate with external payment systems and track the payment transactions and balances for your policies and claims.
Approvals: Approvals are the processes that an insurance company follows to review and authorize a policy or a claim. You can use the Policy Administration component to configure and automate the approval workflows, rules, and criteria for your policies and claims. You can also use the Policy Administration component to assign approvers, send notifications, and monitor the approval statuses and histories for your policies and claims.
Endorsements: Endorsements are the changes or modifications that a policyholder requests or an insurance company makes to a policy. You can usethe Policy Administration component to manage the endorsement requests, types, and statuses for your policies. You can also use the Policy Administration component to update the policy details, coverages, premiums, or terms based on the endorsements for your policies.
Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10] : Salesforce Help Article [11]
NEW QUESTION # 114
A financial services company must add details to the default business hours record. For companywide holidays, the company wants the option to skip nonwork days in Action Plan when setting task completion dates. What should the administrator configure to meet the requirement? What should the administrator configure to meet the requirement?
Answer: A
Explanation:
Action Plans can calculate task due dates while excluding configured nonworking days. Salesforce requires administrators to define working and nonworking time in the organization ' s default Business Hours record.
To designate a day as nonworking, the administrator leaves that day ' s start and end time fields blank. This is the method used to identify a nonworking day for Action Plan date calculations.
Companywide holidays are configured separately under Setup, Holidays. Importantly, recurring holidays are not treated the same way for Action Plan nonwork-day calculations, so administrators must configure applicable holidays in the supported form rather than assuming recurring-holiday settings will automatically be skipped.
After business hours and holidays are configured, Action Plans can use Skip Nonwork Days when calculating task completion-date offsets. This ensures that tasks with relative due dates do not fall on organizational nonworking days where the feature is configured accordingly.
No automatic configuration occurs merely because Action Plans are enabled. The administrator must establish the working calendar correctly. Therefore, leaving start and end times blank for a nonworking day is the required business-hours configuration.
NEW QUESTION # 115
A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?
Answer: B
Explanation:
The solution that the consultant should suggest the client explore to improve its clients' documentation submission and tracking is the Send Documents flow for Retail Banking. The Send Documentsflow for Retail Banking is a prebuilt flow that allows users to send documents requests to clients via email and track the status of the requests in FSC. The flow uses DocuSign eSignature integration to enable clients to sign and return documents electronically. By using the Send Documents flow for Retail Banking, the consultant can help the client streamline and simplify its document management process and improve its customer service agents' efficiency
NEW QUESTION # 116
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