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| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 12% | - Custom reporting requirements - Key metrics for financial advisors - Financial Services Cloud reports and dashboards |
| Wealth Management Capabilities | 20% | - Asset allocation tracking - Investment portfolio management - Performance monitoring - Financial goals and planning |
| Client Management | 15% | - Client profiling and segmentation - Household management - Relationship types and hierarchy - Client lifecycle management |
| Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Individual and Household data model - Custom objects for financial products - Financial Account and Financial Holding objects |
| Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance |
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NEW QUESTION # 18
Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?
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