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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Client Management | 15% | - Household management - Client profiling and segmentation - Client lifecycle management - Relationship types and hierarchy |
| Topic 2: Analytics and Reporting | 12% | - Key metrics for financial advisors - Custom reporting requirements - Financial Services Cloud reports and dashboards |
| Topic 3: Financial Services Cloud Overview | 10% | - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance |
| Topic 4: Banking and Lending Features | 15% | - Compliance and regulatory considerations - Account aggregation - Digital lending workflows |
| Topic 5: Implementation and Configuration | 10% | - Setup and configuration basics - Security model considerations - Best practices for deployment |
| Topic 6: Wealth Management Capabilities | 20% | - Investment portfolio management - Performance monitoring - Asset allocation tracking - Financial goals and planning |
| Topic 7: Data Model and Architecture | 18% | - Individual and Household data model - Relationship mapping between accounts and contacts - Custom objects for financial products - Financial Account and Financial Holding objects |
A new custom object has been created, and the records of this object will be created through integration with another system. What should a consultant do to ensure the data is loading into the correct fields in Agentforce Financial Services?
Correct Answer: C 🗳️
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An Agentforce Financial Services administrator wants to create a new Financial Services permission set that includes the Access Interest Tags for Financial Services Cloud permission. Which two permission sets should be cloned to create this new permission set and give access to interest tags?
Correct Answer: A,C 🗳️
Explanation: Only visible for VCEEngine members. You can sign-up / login (it's free).
A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulations when customers contact the bank. Which two features should a consultant leverage to design this business process?
Correct Answer: C,D 🗳️
Explanation: Only visible for VCEEngine members. You can sign-up / login (it's free).
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?
Correct Answer: C 🗳️
Explanation: Only visible for VCEEngine members. You can sign-up / login (it's free).
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?
Correct Answer: B 🗳️
Explanation: Only visible for VCEEngine members. You can sign-up / login (it's free).
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