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| Section | Weight | Objectives |
|---|
| Topic 1: Delivery | 46% | - Implement reporting, dashboards, and analytics - Deploy and optimize FSC solutions - Data migration and integration strategy - Client and household relationship management - Action plans, financial goals, and referral management - Configure user interface, permissions, and automation
|
| Topic 2: Discovery | 12% | - Document business needs, value proposition, and solution vision - Analyze current business processes and architecture - Map requirements to FSC capabilities and system flows
|
| Topic 3: Define and Design | 42% | - Territory hierarchy, multi-currency, and localization setup - Security, access control, and compliance design - Apply FSC data model, objects, and relationships - Design solutions using FSC modules and best practices - Define future-state business processes
|
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q169-Q174):
NEW QUESTION # 169
How should developers configure customized nodes for display in ARC?
- A. Select Use LWC from the node Display tab to show the node in a Lightning Web Component
- B. Select Use FlexCard from the node Display tab to show the node in a FlexCard
- C. Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph
- D. Reference the FlexCard in the Display properties of the custom ARC relationship graph
Answer: C
Explanation:
Explanation
To configure customized nodes for display in ARC, developers should reference the Lightning Web Component in the Display properties of the custom ARC relationship graph. A Lightning Web Component is a custom framework for creating reusable web components that run natively in browsers and leverage modern web standards. A custom ARC relationship graph is a metadata type in Financial Services Cloud that defines how account-account relationships are displayed in ARC, such as node shape, color, size, label, or icon. You can use Lightning Web Components and custom ARC relationship graphs to create customized nodes for ARC that show additional information or functionality for each account. Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10]
NEW QUESTION # 170
Which information can you find under the Relationships Tab? - (Check the 3 that apply)
- A. Related accounts - accounts not directly included in the primary household.
- B. Primary household Information, including the members of the household and how the household is related to other groups.
- C. Related contacts that play a role in the financial world of the client (i.e a family lawyer)
- D. Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.
Answer: A,B,C
NEW QUESTION # 171
An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?
- A. Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
- B. Spouse is not a valid Role within a Group.
- C. Primary Group -two individuals cannot designate the same Household as their Primary Group.
- D. Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
Answer: A
Explanation:
Reference: [Customize Roles for Person Accounts and Individuals | Salesforce Help] Explanation: A primary member is the person account who is the main contact for a household or a group.
Only one person account can be the primary member of a household or a group. The primary member is also used to calculate rollups for the household or group, such as total assets, liabilities, net worth, and so on. The advisor should designate either Oliver or Macie as the primary member of the Dogging ton household, but not both.
NEW QUESTION # 172
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?
- A. Life Events Component
- B. Actionable Relationship Center
- C. Family Members Component
- D. Group Members Component
- E. Relationship Map
Answer: B,D,E
Explanation:
The following options are available to view and update Account-Account, Account-Contact, and Contact-Contact Relationships in Financial Services Cloud:
Actionable Relationship Center: This is a Lightning component that displays a list of all the relationships for a client or a group. You can use it to view, create, edit, and delete relationships.
Relationship Map: This is a Lightning component that displays a graphical representation of all the relationships for a client or a group. You can use it to visualize and navigate the relationship network.
Group Members Component: This is a Lightning component that displays a list of all the members of a group. You can use it to view, add, and remove group members. Verified Reference: : Salesforce Financial Services Cloud User Guide, page 34. : Salesforce Financial Services Cloud User Guide, page 36. : Salesforce Financial Services Cloud User Guide, page 38.
NEW QUESTION # 173
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?
- A. In a household, each of the household members is modeled as a Person Account and the household is modeled as an Account.
- B. In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
- C. Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
- D. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.
- E. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.
Answer: B,D,E
NEW QUESTION # 174
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