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| Section | Objectives |
|---|---|
| Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| 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 |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
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NEW QUESTION # 62
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?
Answer: C,D
Explanation:
Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases. You can use RBL to roll up financial data to all joint owners' primary households by doing the following:
Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.
Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account Role field on the Account Contact Relationship object. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 75.
NEW QUESTION # 63
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?
Answer: B,E
Explanation:
To troubleshoot the issue of Financial Account Balances not adding up to the Financial Summary field in the related Household, the Admin should take the following steps:
Ensure RollUpByLookup Configuration is Active, which is a custom setting that enables or disables the Rollup By Lookup (RBL) feature. RBLis a feature that allows users to aggregate data from financial accounts and display it at the client and group levels1.
Ensure the reported Household is the Primary Group for the member, which is a field on the Account object that indicates whether an account is the primary group for a contact or an individual. The primary group determines which financial summary fields are displayed on the contact or individual page2. Verified References: 12
NEW QUESTION # 64
Which three standard fields are available to track a customer's retirement gial progress?
Answer: A,D,E
Explanation:
The following standard fields are available to track a customer's retirement goal progress:
Actual value, which is a currency field that represents the current value of the goal.
Target value, which is a currency field that represents the desired value of the goal.
Target Date, which is a date field that represents the expected date of achieving the goal.
NEW QUESTION # 65
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
Answer: A
Explanation:
In the Individual Account model, Agentforce Financial Services uses purpose-built custom objects to represent important aspects of a customer ' s financial profile, including identification information, assets and liabilities, financial goals, and revenue. These records are related to the customer ' s Account, which is the central customer entity in the Individual Account architecture.
Salesforce ' s Financial Services data model states that custom objects are used to represent other assets, liabilities, goals, and revenue and that, in the Individual Account model, these objects relate to the Account object. This enables financial institutions to maintain structured, reportable financial data rather than storing those details in generic attachments or notes.
This distinction is important because the Individual Account model differs from the Person Account model. In a Person Account deployment, the underlying Account and Contact architecture is presented as a unified individual record. In the Individual Account model, the financial-information objects remain explicitly associated with the Account representing the customer.
Identification records similarly belong to the Financial Services structured data model rather than being treated merely as Salesforce Files or Attachments. Using dedicated objects allows organizations to manage document types, identifiers, financial values, goals, and revenue information with appropriate relationships, permissions, reporting, and automation.
Therefore, the correct modeling approach is custom Financial Services objects related to the Account.
NEW QUESTION # 66
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?
Answer: A,C
Explanation:
Reference: Action Plans in Financial Services Cloud for Admins | Salesforce Trailhead and [OmniScript Overview | Vlocity Developer Docs] Explanation: ActionPlans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also assign tasks to different users or teams, set deadlines and priorities, and track progress and status.
Omni Scripts are a feature of Vlocity that allow users to create and run guided interactionsbased on predefined scripts. Omni Scripts can help automate and simplify complex workflows, such as opening new accounts, applying for loans, or updating personal information. Omni Scripts can also integrate with other systems, capture user inputs, perform calculations, and display dynamic content.
NEW QUESTION # 67
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