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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Data Model and Architecture | 18% | - Individual and Household data model - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects - Custom objects for financial products |
| Topic 2: Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
| Topic 3: Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud |
| Topic 4: Analytics and Reporting | 12% | - Custom reporting requirements - Financial Services Cloud reports and dashboards - Key metrics for financial advisors |
| Topic 5: Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| Topic 6: Wealth Management Capabilities | 20% | - Performance monitoring - Financial goals and planning - Investment portfolio management - Asset allocation tracking |
| Topic 7: Client Management | 15% | - Household management - Client profiling and segmentation - Client lifecycle management - Relationship types and hierarchy |
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NEW QUESTION # 53
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?
Answer: C
Explanation:
Action Plans and Action Plan Templates are designed for repeatable, controlled business processes that contain tasks and supporting-document requirements. An Action Plan Template defines the standard sequence once, including task ownership, due dates, dependencies, and document checklist items. Each onboarding engagement can then instantiate an Action Plan from that approved template.
Salesforce positions Action Plans as a mechanism for capturing repeatable tasks and automating task sequences so that teams execute processes consistently. Action Plans can automatically assign owners and deadlines and provide reporting for monitoring progress and compliance.
The feature also supports Document Checklist Items, which is directly relevant to the KYC requirement.
Action Plans and templates manage repeatable manual work, while Document Checklist Items enable reviewers to track required documentation and its approval status.
Chatter reminders provide communication but do not establish a controlled repeatable process. A custom trigger would unnecessarily duplicate declarative Financial Services capabilities and increase maintenance.
Generic flow templates may automate individual operations but do not provide the same reusable combination of predefined tasks, owners, dates, document requirements, tracking, and reporting. An Action Plan Template therefore provides the appropriate standardized control for ensuring onboarding tasks are consistently performed.
NEW QUESTION # 54
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,D
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 # 55
What actions can a Wealth Advisor take from the Life Events card?
Answer: C,D,E
Explanation:
The Life Events experience is intended to turn significant customer events into actionable advisor workflows rather than merely display historical information. Within the supplied Financial Services curriculum, the advisor actions represented are Create Lead and Referral, Request Record Approval, and Create Opportunity.
Salesforce ' s Events and Milestones architecture implements this behavior through contextual actions.
Administrators can create actions on the Person Life Event object and expose those actions in the expanded event card. This allows an advisor to act immediately when a life event indicates a new service need, sales opportunity, referral opportunity, or internal process requirement.
For example, a life event can signal a need that should become an Opportunity, a requirement that should be routed to another line of business through a Lead or Referral, or an internal decision that requires an approval action. The action is launched in the context of the customer and the life event, helping maintain traceability between the event and the resulting business process.
The exact available actions can be tailored by the organization through configuration. The core design principle is that Life Events should translate customer insight into timely, trackable advisor actions rather than remain passive informational records.
NEW QUESTION # 56
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?
Answer: C
Explanation:
To hide highly sensitive Life Events or Business Milestones until they happen, the Admin can hide them on the Events & Business Milestones Lightning Component page properties. The Events & Business Milestones Lightning Component isa component that displays a timeline of life events and business milestones for a client or a group. The Admin can use the page properties to customize the component and select which event types or milestone types to show or hide on the timeline2.Verified References: 2
NEW QUESTION # 57
A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?
Answer: B
Explanation:
The Financial Services Cloud featurethat is most suitable for tracking clients' hobbies for marketing purposes is Interest Tags. Interest Tags are features that allow users to add tags to contacts or individuals based on their interests or preferences. Users can create custom interest tags or use predefined ones from FSC. By using Interest Tags, the wealth management firm can capture its clients' hobbies and use them for marketing segmentation or personalization.
NEW QUESTION # 58
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