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| Section | Objectives |
|---|---|
| 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 |
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Data security and sharing models - Integration with Salesforce ecosystem tools |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
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NEW QUESTION # 104
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?
Answer: C
Explanation:
In an existing Financial Services Cloud org using the individual account model, custom objects are used to represent other assets, liabilities, and goals. These objects are related to the Account object via lookuprelationships. For example:
The Other Asset object is used to represent non-financial assets owned by an account holder, such as real estate properties, vehicles, or jewelry.
The Other Liability object is used to represent non-financial liabilities owed byan account holder, such as mortgages, loans, or taxes.
The Financial Goal object is used to represent financial objectives pursued by an account holder, such as retirement planning, education funding, or debt reduction. Verified References:
1: Salesforce Help Article [10]
2: Salesforce Help Article [11]
3: Salesforce Help Article [12]
NEW QUESTION # 105
A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller. What should the consultant do to fulfill the needed requirements?
Answer: B
Explanation:
A Screen Flow is the appropriate declarative solution because the process requires an internal agent to enter information into a guided form and then submit that information to an external service.
Screen Flow provides Screen elements that can capture temporary user-entered values such as the customer ' s full name and the last four digits of the Social Security number. Those values do not have to be stored in Salesforce simply because they are collected during the flow interview. They can remain flow variables used only for the authentication transaction.
Flow Builder can then invoke an external authentication service through an HTTP Callout, External Service action, Apex action, or another supported integration mechanism. The flow can send the supplied identity information, receive the authentication response, evaluate the result, and display an appropriate outcome to the customer service agent.
Screen Flows can also be launched from record-page quick actions, embedded directly on Lightning pages, or exposed through supported service-console experiences.
A custom Lightning web component or Canvas application would introduce unnecessary development for a requirement already supported declaratively. OmniScript is also capable of sophisticated guided interactions, but the requirement as stated maps directly to Salesforce ' s Screen Flow and external-callout capabilities.
NEW QUESTION # 106
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
Answer: B
Explanation:
Record Alert Categories are optional, but Salesforce recommends them because they provide a structured mechanism for organizing alerts by priority, severity, type, or another business classification. For example, an administrator can define a High Priority category and associate relevant client alerts with that category so advisors can quickly distinguish urgent information from routine notifications.
A category can have a configured severity value. When an advisor selects that category while creating a Record Alert, the category ' s severity becomes the default, but the user can change that value. This makes the statement that the severity cannot be changed incorrect.
Record Alerts are available on all custom objects and on a defined list of supported standard objects rather than indiscriminately on every standard object. Financial Services also provides specialized alert experiences for person accounts, financial accounts, and financial account transactions through its Record Alerts framework.
The relevant configuration principle is therefore that categories improve organization and usability while remaining optional. Administrators can design a category structure that reflects the institution ' s servicing and risk priorities, but a Record Alert can still be created without assigning a category when the business process permits it.
NEW QUESTION # 107
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?
Answer: B,E
Explanation:
The following statements are true for the Financial Services Cloud Person Account Data Model:
The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes data such as date of birth or tax ID number. You can use Person Accounts to store information about individual people by combining certain Account and Contact fields into a single record.
The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields and a Person Account Record Type. You can use Person Accounts to simplify your data model and reduce the number of records you need to manage.
NEW QUESTION # 108
Which three insurance processes are managed by the Policy Administration component?
Answer: A,C,D
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 # 109
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