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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Automation and workflows
- Integration and data exchange - Reporting, dashboards, and analytics - Configure core FSC features
|
| Topic 2: Discovery | 12% | - Identify requirements and define solution scope - Determine compliance and regulatory considerations - Analyze business processes and system architecture |
| Topic 3: Define and Design | 42% | - User experience and interface design - Data model, objects, and relationships
|
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30. Frage
For which three objects are Rollup By Lookup (RBL) summaries are available?
Antwort: A,C,D
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.
31. Frage
During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokers should never have access to other brokers ' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?
Antwort: B,D
Begründung:
The broker organization should be represented by an Account, while each individual broker is represented as a Contact associated with that organization. This preserves the distinction between the business entity and the individual professionals who operate within it and allows each broker to receive individually controlled portal access.
The assistant should likewise be modeled as a Contact. Where an assistant works across multiple broker relationships, Salesforce ' s Contacts to Multiple Accounts architecture provides a scalable way to represent those associations without duplicating the Contact record. The model maintains one Contact as the authoritative individual record while using relationship records to connect that Contact to additional relevant Account relationships.
This structure is preferable to creating separate Account-and-Contact pairs for every individual broker because it would unnecessarily duplicate business entities and complicate relationship management. A Contact-to-Contact relationship can describe interpersonal relationships but does not provide the same account-based affiliation model required where one person participates across multiple broker organizations or account contexts.
Record access for portal users is handled separately through Experience Cloud sharing and security controls.
Modeling brokers individually as Contacts does not require brokers to see one another ' s information. The sharing architecture can restrict users to their own records and specifically authorized relationships.
The Account-plus-Contact approach therefore best satisfies the required broker and assistant data model.
32. Frage
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals. What should the administrator do to set up the new record types?
Antwort: D
Begründung:
Agentforce Financial Services uses Individual Record Type Mapper custom metadata to map custom individual record types to the appropriate Account and Contact record-type architecture. This allows an organization to differentiate individual personas such as customers and independent advisors while preserving Financial Services behavior that depends on correctly identifying those records as individuals.
The administrator first creates and enables the required Person Account record types. The administrator then opens the Individual Record Type Mapper custom metadata and creates or updates the appropriate mapping records, specifying the record type used for each individual classification.
This metadata is important because Agentforce Financial Services components and processes need to know which Account record types represent individuals. Additional mapping records can be created when an organization has multiple person-oriented business roles that require different page layouts, processes, or referral behavior.
Creating custom fields does not establish record-type semantics. A Contact record type alone is insufficient because Person Accounts are represented through the Account architecture with associated Contact behavior.
Likewise, a generic custom setting is not the mechanism used to distinguish the two requested Person Account types.
The correct configuration is therefore to create the necessary Person Account record types and define their corresponding Individual Record Type Mapper metadata.
33. Frage
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?
Antwort: C,D
Begründung:
Multicurrency is a feature in Salesforce that allows you to work with multiple currencies in your org. If you enable multicurrency in FSC, you need to consider the following:
When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USD or GBP, before the value. For example, USD500 or GBP300.
When multicurrency is enabled in FSC, advanced currency management is also available. This feature allows you to track historical exchange rates and apply them to opportunities and forecasts.
34. Frage
A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?
Antwort: A,D,E
Begründung:
Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financialneeds and deepen client relationships; Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank; Modernize client-advisor experiences from engagement to relationship management to effectively drive long- term, trusted relationships.
Reference: Financial Services Cloud | Salesforce
Explanation: Financial Services Cloud is a platform that enables banks to deliver seamless and personalized customerexperiences across multiple channels and devices. Financial Services Cloud can help banks achieve the following outcomes:
Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships. Financial Services Cloud provides tools such as Lead Conversion, Referral Management, Relationship Groups, and Compliant Data Sharing to facilitate cross-team collaboration and coordination.
Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
Financial Services Cloud providesa unified data model that integrates customer data from various sources, such as core banking systems, online banking portals, mobile apps, social media, and third-party providers.
Financial Services Cloud also provides features such as Customer Profile,Actionable Relationship Center, Interaction Summaries, and Einstein Analytics to provide a comprehensive and holistic view of the customer' s financial situation, needs, preferences, and interactions.
Modernize client-advisor experiences from engagement torelationship management to effectively drive long- term, trusted relationships. Financial Services Cloud provides features such as Client Onboarding, Action Plans, Goals-Based Planning, Financial Accounts, Financial Deals, Next Best Action, and Einstein Bots to enable advisors to deliver proactive and personalized advice, recommendations, and solutions to their clients.
35. Frage
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