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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: 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 |
| Topic 2: Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
| Topic 3: Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Topic 4: Wealth Management Capabilities | 20% | - Investment portfolio management - Asset allocation tracking - Financial goals and planning - Performance monitoring |
| Topic 5: Financial Services Cloud Overview | 10% | - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud - Key differentiators from standard Salesforce CRM |
| Topic 6: Client Management | 15% | - Client lifecycle management - Client profiling and segmentation - Relationship types and hierarchy - Household management |
| Topic 7: Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?
Correct Answer: A 🗳️
Explanation: Only visible for ExamBoosts members. You can sign-up / login (it's free).
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?
Correct Answer: A 🗳️
Explanation: Only visible for ExamBoosts members. You can sign-up / login (it's free).
During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?
Correct Answer: A,D,E 🗳️
Explanation: Only visible for ExamBoosts members. You can sign-up / login (it's free).
Which three related lists are visible within Actionable Relationship Center associated with the Account object?
Correct Answer: B,C,E 🗳️
Explanation: Only visible for ExamBoosts members. You can sign-up / login (it's free).
A Financial Services Cloud (FSC) administrator wants to create a new FSC 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,B 🗳️
Explanation: Only visible for ExamBoosts members. You can sign-up / login (it's free).
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