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| Section | Weight | Objectives |
|---|---|---|
| Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance - Key differentiators from standard Salesforce CRM |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Key metrics for financial advisors - Custom reporting requirements |
| Banking and Lending Features | 15% | - Compliance and regulatory considerations - Account aggregation - Digital lending workflows |
| Data Model and Architecture | 18% | - Custom objects for financial products - Individual and Household data model - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts |
| Client Management | 15% | - Relationship types and hierarchy - Household management - Client lifecycle management - Client profiling and segmentation |
| Implementation and Configuration | 10% | - Security model considerations - Setup and configuration basics - Best practices for deployment |
| Wealth Management Capabilities | 20% | - Performance monitoring - Financial goals and planning - Asset allocation tracking - Investment portfolio management |
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency). Which solution should a consultant recommend to meet these requirements?
Correct Answer: C 🗳️
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A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals. Which Financial Services Cloud capability provides the ability to accommodate this request?
Correct Answer: B 🗳️
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A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees. How should the administrator configure sharing rules in Agentforce Financial Services to meet these requirements?
Correct Answer: A 🗳️
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Cumulus Cloud Bank must provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times. Which option is most suitable?
Correct Answer: A 🗳️
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A regional bank is implementing Agentforce Financial Services. Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in Agentforce Financial Services. What should the administrator do when designing the future state business process using Agentforce Financial Services features?
Correct Answer: B 🗳️
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