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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Topic 2: Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Topic 3: Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Financial goals and planning - Performance monitoring |
| Topic 4: Data Model and Architecture | 18% | - Custom objects for financial products - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects - Individual and Household data model |
| Topic 5: Banking and Lending Features | 15% | - Digital lending workflows - Compliance and regulatory considerations - Account aggregation |
| Topic 6: Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud |
| Topic 7: Client Management | 15% | - Relationship types and hierarchy - Client profiling and segmentation - Household management - Client lifecycle management |
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NEW QUESTION # 99
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can ' t find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
Answer: B,D
NEW QUESTION # 100
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
Answer: B,C,E
Explanation:
The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:
Log a case with Salesforce to perform the conversion from Person Accounts to the individual model. You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model.
This is an irreversible process that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before requesting the conversion in production.
Remove Person Account record types from the Individual Record Type Mapper. You need to remove any Person Account record types that are mappedto Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup >Financial Services Settings > Individual Record Type Mapper.
Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access Individual records. The Individual recordtype is a standard record type on the Account object that represents an individual person who is not directly related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings > Accounts > Record Types. Verified References: : Salesforce Help Article 5 :
Salesforce Help Article 6 : Salesforce Help Article 7
NEW QUESTION # 101
A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?
Answer: C,D
Explanation:
Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:
When the user defines the custom report type, Topics should be selected as the Primary Object. Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts,or Opportunities.
To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name. For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.
References:
Interest Tags
Build an Interest Tags Report
NEW QUESTION # 102
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,C
Explanation:
Financial Services Cloud contains a number of custom objects to model a client's financialinformation, and each object can be configured to appear as tabs in your org. Some of the custom objects are:
Financial Goal: An object that represents a client's financial objective, such as saving for retirement, buying a house, or paying off debt. Afinancial goal has fields to store information, such as name, amount, target date, priority, and status.
Financial Holding: An object that represents a holding in an investment account, such as a security, a mutual fund, or a bond. A financial holding hasfields to store information, such as symbol, shares, price, gain/loss, and market value.
Revenue: An object that represents revenue generated from a client's financial accounts, such as an increase in stock value, a dividend payment, or an interest income.A revenue has fields to store information, such as type, amount, date, and source.
References:
Financial Services Cloud Associated Objects
Learn About the Financial Services Cloud Data Model
NEW QUESTION # 103
A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Agentforce Financial Services consultant configure the custom field on?
Answer: D
Explanation:
The custom reporting field belongs on the Contact-Contact Relationship object because Agentforce Financial Services uses that relationship object to represent relationships between two individuals represented as Person Accounts.
A Person Account combines Account and Contact characteristics, but person-to-person relationship modeling occurs at the Contact relationship layer. Salesforce ' s Groups and Households data model states that Contact Contact Relationship relates person accounts to each other. For an inverse relationship such as spouses, two Contact Contact Relationship records can be used to model both directions of the relationship.
Salesforce household examples use Person Accounts for the client, spouse, and child, while Contact Contact Relationship records model client-to-spouse, client-to-child, spouse-to-child, and their inverse relationships.
The relationship ' s semantic meaning is further described through associated reciprocal or party-role relationship records.
Therefore, if the financial institution needs a custom attribute specifically about the relationship between two individuals-and subsequently needs that value for reporting-the field should reside on the relationship record itself rather than on either Person Account.
Account Contact Relationship is used primarily for person-to-business or person-to-group membership relationships. Account Account Relationship connects business accounts. Neither accurately represents a direct relationship between two Person Accounts. The appropriate object for relationship-specific reporting data is therefore Contact-Contact Relationship.
NEW QUESTION # 104
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