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| Section | Weight | Objectives |
|---|---|---|
| Implementation and Configuration | 10% | - Best practices for deployment - Security model considerations - Setup and configuration basics |
| Client Management | 15% | - Client lifecycle management - Relationship types and hierarchy - Client profiling and segmentation - Household management |
| Banking and Lending Features | 15% | - Account aggregation - Compliance and regulatory considerations - Digital lending workflows |
| Data Model and Architecture | 18% | - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects - Individual and Household data model - Custom objects for financial products |
| Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Wealth Management Capabilities | 20% | - Financial goals and planning - Investment portfolio management - Asset allocation tracking - Performance monitoring |
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NEW QUESTION # 101
Which three insurance processes are managed by the Policy Administration component?
Answer: B,C,E
Explanation:
Insurance Policy Administration manages operational activities associated with an insurance policy after the policy has been established, including changes during its lifecycle, payment schedules, and commission- related processing.
Salesforce identifies endorsements as a core policy transaction. An endorsement represents a mid-term change to an existing policy and can produce a corresponding premium adjustment. Policy Administration maintains policy versions and the resulting transaction history so the insurer can preserve both the previous and updated policy state.
Policy Administration also includes Policy Payment Schedules, which define the agreed payment plan between the insurer and policyholder and cover premiums, taxes, fees, and scheduled payment entries.
Salesforce ' s Policy Administration documentation additionally provides dedicated functionality to track commissions, making commissions part of the supported policy-management lifecycle.
Approvals and underwriting occur primarily in other portions of the insurance lifecycle. Underwriting evaluates risk and determines whether and under what conditions insurance should be offered, while approval mechanisms can participate in broader workflows. They are not the three policy-administration processes identified here.
Therefore, the processes aligned with Policy Administration are Endorsements, Payments, and Commissions, covering policy modification, financial servicing, and producer or intermediary compensation after policy issuance.
NEW QUESTION # 102
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,C
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 # 103
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?
Answer: B,C
Explanation:
The following considerations should be reviewed before implementing Flow for customer onboarding:
Use FieldLevel Security on Milestones, which is a setting that controls whether users can view and edit fields on records. The Admin should use Field Level Security to restrict access to the Milestones field on the Flow Template object, which is used to track the progress of customer onboarding flows2.
Flow for Financial Service Cloud is not available for the Individual Object Model, which is an alternative data model that uses the Individual object instead of Person Accounts to store information about people. Flow for Financial Service Cloud only supports Person Accounts as the primary object for customer onboarding flows2. Verified References: 2
NEW QUESTION # 104
What are the three building blocks of Flow Orchestration?
Answer: B,C,E
Explanation:
The following are the building blocks of Flow Orchestration:
Steps: Steps are discrete units of work that can be performed by a user or a system within a flow orchestration. Steps can have different types,such as user input steps, system action steps, decision steps, or subflow steps. Steps can also have different attributes, such as name, description, icon, input variables, output variables, or preconditions.
Stages: Stages are logical groupings of stepsthat represent phases or milestones within a flow orchestration.
Stages can have different attributes, such as name, description, icon, entry criteria, exit criteria, or completion actions.
Work Items: Work Items are instances of flow orchestrations that track the progress and status of each execution. Work Items can have different attributes, such as name, description, owner, assignee, due date, priority, status, stage history, or step history. Verified References: : Salesforce Help Article [7] : Salesforce Help Article [8] : Salesforce Help Article [9]
NEW QUESTION # 105
s. A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally. What are the two expectations from implementing multi language features in FSC?
Answer: A,C
Explanation:
Agentforce Financial Services operates within Salesforce ' s localization framework, which allows individual users to work in supported languages based on their personal language and locale settings. Consequently, users in different countries can use the same Salesforce organization while viewing translated Salesforce user- interface elements in different supported languages. This supports the scenario in which Japanese bankers work in Japanese while users in China work in Chinese.
The same localization model applies to supported reporting and dashboard interfaces. Users can therefore interact with Salesforce dashboards in their configured language, which makes the Korean and Chinese branch-management scenario valid when those languages and translations are supported within the deployment.
Administrators must distinguish platform localization from specific packaged Financial Services content.
Some Financial Services fields, packaged values, flows, reciprocal-role values, or other assets can have translation limitations and may require Translation Workbench configuration.
The correct implementation approach is therefore to configure user language and locale settings appropriately and validate any Financial Services-specific labels or picklist values that require additional translation. The two scenarios reflecting normal multilingual user and dashboard operation are B and C.
NEW QUESTION # 106
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