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| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Performance monitoring - Financial goals and planning |
| Client Management | 15% | - Household management - Client profiling and segmentation - Relationship types and hierarchy - Client lifecycle management |
| Data Model and Architecture | 18% | - Individual and Household data model - Custom objects for financial products - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects |
| Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| 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 # 41
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 # 42
During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?
Answer: A,C,E
Explanation:
Reference: Compliant Data Sharing in Financial Services Cloud | Salesforce Trailhead Explanation: Compliant Data Sharing (CDS) is a feature of Financial Services Cloud that allows granular control over access to sensitive data in Account and Opportunity objects. CDS can help financial services companies comply with regulations and policies that restrict data visibility based on user roles. Some considerations regarding CDS are:
Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features. Participant Roles are custom objects that define the possible roles for users who need access to Account or Opportunity records. For example, a Participant Role can be Advisor, Client, Specialist, or Decision Maker. Each Participant Role has an associated access level that determines what data fields the usercan view or edit. For example, an Advisor can have full access to all fields, while a Client can have read- only access to some fields.
Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
CDS is not enabledby default in Financial Services Cloud. To enable CDS, compliance managers or administrators need to create an integration definition record for each object that they want to enable CDS for.
An integration definition record specifies the object name, thefield name that contains sensitive data (such as Notes), the field name that contains the record owner (such as OwnerId), and the field name that contains the record type (such as RecordTypeId).
Role Hierarchy-based sharing is disabled by default in CDS.Role Hierarchy is a feature of Salesforce that allows users to inherit access to records from their managers or peers in the role hierarchy. For example, if a user has access to an Account record, their manager also has access to that record by default. However, in CDS, role hierarchy-based sharing is disabled by default for Account and Opportunity objects. This means that users do not inherit access to records from their role hierarchy unless they are explicitly granted access through Participant Roles orother sharing features.
NEW QUESTION # 43
What step is required to give users access to the FinancialServices Cloud Commercial Banking features?
Answer: C
Explanation:
To give users access to the Financial Services Cloud Commercial Banking features, such as Commercial Banking Console Lightning app, Referrals List component, and Treasury Services object, the Admin needs to assign permission sets to the users. Permission setsare collections of settings and permissions that give users access to various tools and functions4. The Admin can use the following permission sets to enable Commercial Banking features for the users4:
FSC Commercial Banking Console User: This permission set givesusers access to the Commercial Banking Console Lightning app, which is a custom app that provides a unified view of commercial banking clients and their financial needs4.
FSC Commercial Banking Referrals User: This permission set gives users access to the Referrals List component, which is a Lightning component that displays a list of referrals related to a business account4.
FSC Commercial Banking Treasury Services User: This permission set gives users access to the Treasury Services object, which is a custom object that represents a treasury service product or offering that a commercial banking client uses or is interested in4. Verified References: 4
NEW QUESTION # 44
Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?
Answer: D
Explanation:
To speed up and simplify Referral creation in Salesforce, the Admin can use Global Action to create Referrals. Global Actions are actions that let users create records without leaving their current page or context. By using Global Actions, the Admin can enable Hank to create Referrals from any page in Salesforce, such as Chatter, Home, or Account pages. The Admin can also customize the layout and fields of the Global Action to capture only relevant information for Referrals
NEW QUESTION # 45
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
Answer: D
Explanation:
The appropriate Financial Services access level for Personal Banker users is the Financial Services Cloud Standard entitlement represented by option A.
Salesforce ' s Personal Banker configuration guidance instructs administrators to create the user with the Personal Banker profile and then assign the Financial Services Cloud Standard and Personal Banker Access permission sets. This combination supplies the Financial Services capabilities required by the retail-banking persona together with the persona-specific permissions required for personal-banking functionality.
The broader Agentforce Financial Services user-creation guidance follows the same access pattern. Personal Banker, Advisor, and Relationship Manager personas use Financial Services Cloud Standard together with their persona-specific permission sets.
Salesforce distinguishes between permission sets and permission set licenses. A permission set license extends the underlying Salesforce user license so that features covered by the purchased Financial Services product can be used, while permission sets grant the associated permissions. Users therefore need the applicable license entitlement as well as required permission assignments.
For the Personal Banker group described in the question, the Standard Financial Services entitlement is the appropriate baseline rather than the Basic, Foundations, or Extension alternatives.
NEW QUESTION # 46
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