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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Wealth Management Capabilities | 20% | - Asset allocation tracking - Investment portfolio management - Financial goals and planning - Performance monitoring |
| Topic 2: Data Model and Architecture | 18% | - Custom objects for financial products - Individual and Household data model - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects |
| Topic 3: Banking and Lending Features | 15% | - Digital lending workflows - Compliance and regulatory considerations - Account aggregation |
| Topic 4: Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Topic 5: Implementation and Configuration | 10% | - Setup and configuration basics - Best practices for deployment - Security model considerations |
| Topic 6: Client Management | 15% | - Client profiling and segmentation - Client lifecycle management - Relationship types and hierarchy - Household management |
| Topic 7: Analytics and Reporting | 12% | - Custom reporting requirements - Key metrics for financial advisors - Financial Services Cloud reports and dashboards |
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NEW QUESTION # 85
Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?
Answer: B,D,E
Explanation:
The Financial Services Cloud (FSC)packages and the Lightning Flow for FSC package provide preassembled flows that can be utilized to automate common financial services processes. The types of preassembled flows are:
Retail Banking flows: These flows enable retail banking customersto perform various self-service tasks, such as activating or closing a card,ordering checks, updating communication preferences, disputing transactions, and more1.
Insurance flow: This flow allows insurance customers to initiate the first notification of loss (FNOL) for an insurance policy2.
Mortgage flow: This flow helps mortgage customers to capture their financial information, such as assets, liabilities, income, and expenses, as part of the financial discovery process3.
References:
Financial Services Cloud Flows
Lightning Flow for Financial Services
Retail Banking Flows
Insurance Flow
Mortgage Flow
NEW QUESTION # 86
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?
Answer: D
Explanation:
Again, Action Plans are a feature that can help users track and manage common client processes. For a commercial loan due diligence process, users can create an Action Plan Template with tasks such as verifying income, checking credit history, appraising collateral, etc. Users can also assign different task owners and deadlines for each task to distribute the work and monitor the progress. Users can also use dashboards and reports to view the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
NEW QUESTION # 87
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?
Answer: A,B
Explanation:
Reference: Configure Reciprocal Roles - Salesforce
Explanation: Some possible reasons why the user can't find any reciprocal roles displayed in the related role lookup are:
Reciprocal roles have not been created in the org. Reciprocal roles are custom objects that define the possible roles for users who need access to Account or Contact records. For example, a reciprocal role can be Advisor, Client, Specialist, or Decision Maker. Each reciprocal role has an associated access level that determines what data fields theuser can view or edit. To create reciprocal roles, the administrator needs to do the following steps:
From Setup, open Object Manager.
In the Quick Find box, enter Reciprocal Role, and then select Reciprocal Role.
Click Fields & Relationships, and thenselect Role Name.
Click New to create a new picklist value for the Role Name field.
Enter a label and a value for the new role, such as Attorney or Client.
Click Save.
The user should be using the Edit Group button to access reciprocal roles. The Add Contact option on the relationship tree only allows the user to add existing contacts as members of a relationship group, such as a household or a business group. The user cannot specify reciprocal roles for the members using this option. To specify reciprocalroles for the members of a relationship group, the user needs to do the following steps:
Click Edit Group on the relationship group record page.
In the Edit Group window, click Member Relationships.
For each member of the group, select a role from the Rolepicklist and a related role from the Related Role lookup.
Click Save.
NEW QUESTION # 88
A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection. What is the reason for this?
Answer: C
Explanation:
Chatter components in Lightning App Builder depend on Feed Tracking being enabled for the underlying object. Therefore, if the administrator edits the Action Plan Lightning record page before enabling feed tracking for Action Plan, Chatter-related components are not presented as available components.
Salesforce guidance states that Chatter Publisher, Chatter Feed, and Chatter components can be absent from Lightning App Builder when Feed Tracking is not enabled for the object. Once the administrator enables Feed Tracking through Setup, Feed Tracking, the Chatter components become available for placement on the object
' s Lightning record page.
Feed tracking serves two related purposes. It enables users to follow activity associated with a record, and it provides the object-level capability required for the Lightning Chatter feed experience. Salesforce supports configuring feed tracking for custom and managed-package objects where the feature is available.
This is independent of whether the administrator personally has the Action Plans permission set. The absence of the component in Lightning App Builder is a configuration issue rather than a user entitlement issue. Nor is there a separate Action Plan-specific Chatter switch that replaces standard Feed Tracking. Once Feed Tracking is enabled for Action Plan, the administrator can return to Lightning App Builder and add the required Chatter component.
NEW QUESTION # 89
Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?
Answer: A,D
Explanation:
Salesforce provides features and tools to help financial institutions improve the efficiency of their mortgage processes and provide better experiences for their customers. Some of the features and tools that a consultant can suggest to Cumulus Bank to implement are:
The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud: These are prebuilt flow templates that guide users through the steps of creating a mortgage application, capturing borrowerinformation, and submitting the application for approval7. The templates can be customized to suit the bank's specific needs and requirements8.
Flow Builder to automate these business processes: Flow Builder is a point-and-click tool that lets users create flows to automate business processes in Salesforce9. Flow Builder can be used to create custom mortgage flows that integrate with other Salesforce features, such as data models, objects, fields, validation rules, and actions10.
References:
Flow Builder for Mortgage
Customize Mortgage Flows
Flow Builder
Create a Mortgage Flow
NEW QUESTION # 90
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