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| Section | Objectives |
|---|---|
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
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NEW QUESTION # 46
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
Answer: C
Explanation:
To model a requirement where more than one person can be joint owners on a Financial Account, the Admin can map additional owners using the Financial Account Role. The Financial Account Role is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. By using Financial Account Role, the Admin can addmultiple owners to a Financial Account and specify their ownership percentage, primary status, and other details.
NEW QUESTION # 47
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
Answer: D
Explanation:
Reference: Record Alerts APIs | Industries Common Resources Developer Guide | Salesforce Developers Explanation: Record Alerts are a feature of Financial Services Cloud that allow users to create and display alerts on records that require action or attention. Record Alerts can help users prioritize their work, communicate important information, and collaborate with other users. Record Alerts can be created on any custom object or standard object that supports custom fields, such as Financial Account, Contact, or Opportunity.
To create record alerts, users need to have the following permissions:
Read and Edit access to the record that they want to create an alert for Create access to the Record Alert object Readaccess to the Record Alert Category object
NEW QUESTION # 48
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
Answer: D
Explanation:
To add new values for howa customer can be related to a financial account, the administrator should add new values on the Role field of the Financial Account Role object. The Financial Account Role object is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. The Role field is a picklist field that specifies the role of the contact or individual for the financial account, such as owner, beneficiary, trustee, or custodian. By adding new values on the Role field of the Financial Account Role object, the administrator can create new categories of financial account relationships for customers.
NEW QUESTION # 49
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
Answer: D
Explanation:
The unmanaged extension package for Intelligent Need-Based Referrals and Scoring provides users access to referral dashboards and reports, as well as referral scoring and routing features.
NEW QUESTION # 50
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
Answer: C,D,E
Explanation:
The following objects should be used when planning to use the Mortgage Data Model to integratewith external Loan Origination and Customer Onboarding applications to accurately track the pipeline:
Opportunity: An Opportunity is a standard object that represents a potential sale or deal for your products or services. You can use the Opportunity object to track and manage the stages, amounts, probabilities, and expected revenue of your deals. You can also use the Opportunity object to associate products, price books, quotes, contracts, orders, or assets with your deals.
Account: An Account is a standard object that represents a person or an organization that has a business relationship with your company. You can use the Account object to store information about your customers, such as name, address, phone number, website, industry, or rating. You can also use the Account object to associate contacts, opportunities, activities, cases, or notes with your customers.
Financial Account: A Financial Account is a custom object in Financial Services Cloud that represents a financial product or service that is owned by an account holder or related to an account holder's financial goal. You can use the Financial Account object to store information about your customers' financial accounts, such as type, balance, status, or interestrate. You can also use the Financial Account object to associate financial transactions, financial account roles, or financial goals with your customers' financial accounts.
Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]
NEW QUESTION # 51
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