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| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Client Management | 15% | - Client lifecycle management - Relationship types and hierarchy - Household management - Client profiling and segmentation |
| 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 |
| Data Model and Architecture | 18% | - Financial Account and Financial Holding objects - Individual and Household data model - Relationship mapping between accounts and contacts - Custom objects for financial products |
| Implementation and Configuration | 10% | - Best practices for deployment - Security model considerations - Setup and configuration basics |
| Wealth Management Capabilities | 20% | - Financial goals and planning - Investment portfolio management - Performance monitoring - Asset allocation tracking |
| Banking and Lending Features | 15% | - Compliance and regulatory considerations - Account aggregation - Digital lending workflows |
A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data.
The agent wants the following information displayed:
- Account information including account name, phone, and website
- Active opportunities related to the Account
- Active insurance policies related to the Account
- The ability to view and renew policies
How should the consultant design the FlexCards to meet these requirements?
Correct Answer: A 🗳️
Explanation: Only visible for VCETorrent members. You can sign-up / login (it's free).
An insurance company needs to ensure the record rollups aggregate information from related records for several objects in Financial Services Cloud at a client or group level. What should the administrator configure to meet the requirement?
Correct Answer: A 🗳️
Explanation: Only visible for VCETorrent members. You can sign-up / login (it's free).
The investor relations director of a large insurance company just published a press release after the company ' s Quarterly Earnings Call to report about its digital transformation implementing Agentforce Financial Services. Which three value outcomes should the company ' s stakeholders expect?
Correct Answer: B,D,E 🗳️
Explanation: Only visible for VCETorrent members. You can sign-up / login (it's free).
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer ' s Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
Correct Answer: C,D,E 🗳️
Explanation: Only visible for VCETorrent members. You can sign-up / login (it's free).
The system administrator hears at a retail consumer bank just received close migration instructions and guidance on Data Loader from their Salesforce outcheck to upgrade the existing Service Cloud.org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC data migration?
Correct Answer: B 🗳️
Explanation: Only visible for VCETorrent members. You can sign-up / login (it's free).
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