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| Section | Objectives |
|---|---|
| Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
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42. Frage
An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?
Antwort: A
Begründung:
Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers' licenses and passports. Identification Document is a standard object that represents a document that verifies a person's identity, such as a driver's license, passport, or national ID card. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance.
References: [Identification Document Object], [Manage Identification Documents]
43. Frage
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)
Antwort: A,D,E
Begründung:
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
44. Frage
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?
Antwort: A,D
Begründung:
Reciprocal roles define the semantic relationship between two parties-for example, Client and Attorney, Parent and Child, or Spouse and Spouse. The Related Role lookup can only return reciprocal-role records that actually exist and that the current user is permitted to access.
If appropriate reciprocal roles have not been created, the lookup has no suitable role records to return.
Salesforce ' s relationship model uses reciprocal or party-role relationship records to describe Contact-Contact and Account-Account relationships, and administrators can define additional role pairs when the standard vocabulary does not satisfy the business requirement.
Record visibility must also permit the user to access the reciprocal-role records. Financial Services relationship components require users to have appropriate access to the Reciprocal Role object and its fields; the preconfigured ARC relationship experience similarly requires read access to the Reciprocal Role data involved in the graph. Appropriate sharing and security configuration therefore matters when role records exist but do not appear to the user.
The issue is not fundamentally resolved by substituting a Member Relationship action or Edit Group operation. Those interfaces support different relationship-management activities. The stated problem is specifically that the Related Role lookup contains no available reciprocal roles, which points to either the absence of the reciprocal-role records or insufficient visibility to those records.
45. Frage
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?
Antwort: C,E
Begründung:
The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the childand a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create arecord for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referralsto create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloudthat allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified References: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 33.
46. Frage
For which three objects are Rollup By Lookup (RBL) summaries are available?
Antwort: B,D,E
Begründung:
Rollup By Lookup (RBL) summaries are available for the following objects:
Financial Accounts, which are records that represent financial products or services that a client owns or uses1.
Assets and Liabilities, which are records thatrepresent the value of what a client owns or owes1.
Contacts, which are records that represent individuals who are associated with an account3.
47. Frage
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