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| Section | Objectives |
|---|---|
| Topic 1: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 2: Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
| Topic 3: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Topic 4: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Topic 5: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
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NEW QUESTION # 85
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?
Answer: A
Explanation:
A Primary Group is a construct in FinancialServices Cloud that allows you to define the main group for a client. You can use Primary Group to roll up financial data from all the financial accounts that are related to the client or the group. This way, you can get an accurate summary of the client'sfinancial data regardless of how often they change households. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 69.
NEW QUESTION # 86
A Financial Services Cloud (FSC) administrator wants to create a new FSC 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?
Answer: A,B
Explanation:
The Access InterestTags for Financial Services Cloud permission is included in two permission sets that are provided by FSC:
FSC Foundations permission set: This permission setgrants access to the core features of FSC, such as financial accounts, account groups, households, goals, referrals, and interest tags7.
FSC Extension permission set: This permission set grants access to additional features of FSC that extend beyond the core functionality, such as action plans, relationship groups, relationship maps, client tasks, client notes, and interest tags8.
To create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission, either of these permission sets can be cloned and modified as needed.
References:
FSC Foundations Permission Set
FSC Extension Permission Set
NEW QUESTION # 87
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?
Answer: B
NEW QUESTION # 88
Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?
Answer: A,C,D
Explanation:
Financial Services Cloud contains a number of custom objects to model a client's financialinformation, and each object can be configured to appear as tabs in your org. Some of the custom objects are:
Financial Goal: An object that represents a client's financial objective, such as saving for retirement, buying a house, or paying off debt. Afinancial goal has fields to store information, such as name, amount, target date, priority, and status.
Financial Holding: An object that represents a holding in an investment account, such as a security, a mutual fund, or a bond. A financial holding hasfields to store information, such as symbol, shares, price, gain/loss, and market value.
Revenue: An object that represents revenue generated from a client's financial accounts, such as an increase in stock value, a dividend payment, or an interest income.A revenue has fields to store information, such as type, amount, date, and source.
References:
Financial Services Cloud Associated Objects
Learn About the Financial Services Cloud Data Model
NEW QUESTION # 89
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account, Account-Contact, and Contact-Contact Relationships?
Answer: C,D,E
Explanation:
Agentforce Financial Services provides several specialized components for understanding and maintaining complex customer relationships. The relevant options here are Actionable Relationship Center, Relationship Map, and Group Members.
Actionable Relationship Center renders an interactive relationship hierarchy for accounts and contacts and combines multiple Financial Services relationship types in a single visual experience. It can work with Account-Account Relationship, Account-Contact Relationship, Contact-Contact Relationship, and reciprocal- role information.
The Relationship Map provides a visual representation of relationships involving Accounts, Contacts, and individuals. It helps users navigate interconnected customer relationships and understand how people, households, and organizations relate to one another.
The Group Members component displays the members of a relationship group and their associated information. Financial Services provides group-member experiences that enable users to work with household or group membership and related customer information.
The Family Members component is not one of the standard Financial Services relationship-management components represented in this architecture. The Life Events component serves a different purpose: it presents significant events and business milestones so advisors can identify changes in customer circumstances and take timely action.
Therefore, the relationship-oriented Financial Services components are Actionable Relationship Center, Relationship Map, and Group Members.
NEW QUESTION # 90
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