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| Section | Objectives |
|---|---|
| Topic 1: Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Topic 2: Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Topic 3: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 4: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 5: Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
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64. Frage
Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
Antwort: A,C
Begründung:
The following things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private:
The share table records are deleted, which means that any sharing access granted by the opportunity participants is revoked.
The opportunity participant records are not deleted, which means that they still exist on the opportunity record and can be viewed by users who have access to the opportunity.
65. Frage
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
Antwort: B
66. Frage
Which three referral metrics aretracked with custom components included in Financial Services Cloud?
Antwort: B,C,D
Begründung:
The following referral metrics are tracked withcustom components included in Financial Services Cloud:
Expressed interests: This metric shows the number of referrals that have a specific expressed interest, such as a mortgage, a credit card, or a checking account. You can use this metric to understandthe customer needs and interests that generate the most referrals.
My Top Referrers: This metric shows the top referrers who have created referrals for you, ranked by the number of referrals and the conversion rate. You can use this metric to identify andappreciate your best sources of business.
Referrals Assigned to me: This metric shows the number of referrals that are assigned to you and their status, such as New, In Progress, or Closed. You can use this metric to monitor and manage your referral pipeline and prioritize your follow-up actions. Verified References: : Salesforce Financial Services Cloud User Guide, page 40. : Salesforce Financial Services Cloud User Guide, page 41. : Salesforce Financial Services Cloud User Guide, page 42.
67. 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,B
68. Frage
An Agentforce Financial Services administrator wants to create a new Financial Services permission set that includes the Access Interest Tags for Financial Services Cloud permission. Which two permission sets should be cloned to create this new permission set and give access to interest tags?
Antwort: A,B
Begründung:
Interest Tags enable Financial Services users to categorize customer interests and associate those interests with supported records, including Interaction Summaries. Access is controlled through specific Financial Services permissions rather than being universally included in every Financial Services permission set.
Salesforce identifies Financial Services Cloud Extension and Financial Services Cloud Foundations as permission sets that provide the relevant Interest Tags capabilities. Current Salesforce documentation lists these permission sets among those used in Financial Services for access to Interest Tags functionality.
Salesforce also states that users who add Interest Tags to Interaction Summaries require appropriate Financial Services access, including Financial Services Cloud Extension or Financial Services Cloud Foundations, depending on the product configuration. Before users can work with the feature, administrators must also enable Topics and Interest Tags and configure the relevant object for Topics.
Cloning one of these permission sets provides an appropriate baseline when an organization needs a specialized permission set while retaining the required Interest Tags permission. The Financial Services Cloud Standard and Basic permission sets serve other user-access patterns and do not constitute the specified source permission sets for this capability. Therefore, Extension and Foundations are the appropriate permission-set templates.
69. Frage
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