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| Section | Objectives |
|---|---|
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
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NEW QUESTION # 86
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
Answer: A,C
Explanation:
To ensure that all users see Person Accounts, but only specific users can view Financial Accounts, the Admin should take the following steps:
Grant users access to the Financial Account object with permission set, which isa collection of settings and permissions that give users access to various tools and functions. The Admin can use permission sets to grant access to the Financial Account object and its fields to specific users or groups of users1.
Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts' object to Private', which is a setting that determines the baseline level of access that users have to records they do not own or share. By setting the OWD sharing on the 'Financial Accounts' object to Private', the Admin can ensure that only the record owners and usersabove them in the role hierarchy can view the Financial Accounts. Verified References: 1
NEW QUESTION # 87
Which three record type options should an advisor configure for a Lead object configuration?
Answer: A,C,E
Explanation:
Agentforce Financial Services extends the standard Salesforce Lead object with record types appropriate to financial-services acquisition and referral processes. The relevant Lead record types are General, Referral, and Retirement Planning.
The General record type supports ordinary prospect-management scenarios. Salesforce ' s Financial Services configuration documentation identifies General as an available Lead record type and provides a corresponding Lead page-layout assignment. Retirement Planning is a business-to-consumer Lead record type intended for retirement-focused prospect scenarios.
The Referral record type is particularly important in Financial Services. Salesforce uses it to allow users to create and route referrals based on an expressed customer interest. Administrators can also create additional referral record types by deriving a custom Lead record type from Referral and configuring the corresponding Referral Record Type Mapper custom metadata.
Salesforce ' s Financial Services data model identifies the Lead record types as General, Referral, and Retirement Planning.
Opportunity is a separate Salesforce object and therefore is not a Lead record type. Adjustments likewise is not one of the standard Financial Services Lead record types applicable to this configuration.
NEW QUESTION # 88
Which two statements are true about Group Membership in Financial Services Cloud?
Answer: C,D
Explanation:
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.
NEW QUESTION # 89
Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?
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