Question # 1
| Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans? | | A. Action Plans create repeatable tasks and automate the task sequences when executed | | B. When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record. | | C. Action Plans can automatically schedule the next appointment with the Advisor. | | D. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes. | | E. Action Plans can speed up the collection of a list of documents needed for the loan application |
A. Action Plans create repeatable tasks and automate the task sequences when executed
B. When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record.
D. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
Explanation:
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record. Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
Question # 2
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
| A. Create an Apex trigger that will prevent the saving of multiple one-time events
| B. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
| C. Remove user’s ability to create one-time events
| D. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
|
D. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
Explanation:
To prevent users from accidentally creating more than one event of such an event type, the Admin should create a validation rule that will stop the user if they attempt to add multiple one-time events. A validation rule is a rule that verifies that the data a user enters in a record meets the standards you specify before the user can save the record. By creating a validation rule, the Admin can ensure that only one event of a certain type can be created for each contact.
Question # 3
A corporate investment banking associate at Cumulus Capital works with a trusted analyst
to create pitch books, analyze market data, and generate reports. The banking associateis
looking to capture sensitive deal information in Salesforce. They wish to share the deal
information with the trustedanalyst only, without giving access to Salesforce users up the
management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive
deal data? | | A. Use the Opportunity object to capture the deal data and use manual sharing to grant the
analyst access. | | B. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing
to grant the analyst access. | | C. Use the Financial Deal object to capture the deal data and use restriction rules to block
user access above the banking associate in the Role Hierarchy. | | D. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to
grant the analyst access. |
C. Use the Financial Deal object to capture the deal data and use restriction rules to block
user access above the banking associate in the Role Hierarchy.
Explanation:
To build the required sharing model for sensitive deal data, the consultant should use the
Financial Deal object to capture the deal data and use restriction rules to block user access
abovethe banking associate in the Role Hierarchy. The Financial Deal object is a custom
object in Financial Services Cloud that allows you to track and manage complex deals that
involve multiple parties, products, and stages. You can use the Financial Deal object to
store sensitive deal information, such as deal name, amount, status, or participants. You
can also use restriction rules to limit the visibility of Financial Deal records based on criteria
such as role, profile, or ownership. Restriction rules can override the organization-wide
default sharing settings and block user access to records that they would otherwise be able
to see through the Role Hierarchy or other sharing mechanisms.
Question # 4
| The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three) | | A. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model. | | B. Assign the Person Account record type to the user profiles. | | C. Disable the Person Account custom setting. | | D. Remove Person Account record types from the Individual Record Type Mapper. | | E. Assign the Individual record type to the user profiles. |
A. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
D. Remove Person Account record types from the Individual Record Type Mapper.
E. Assign the Individual record type to the user profiles.
Explanation:
The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:
Log a case with Salesforce to perform the conversion from Person Accounts to the
individual model. You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model. This is an irreversible process that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before requesting the conversion in production.
Remove Person Account record types from the Individual Record TypeMapper. You need to remove any Person Account record types that are mapped to Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup > Financial Services Settings > Individual Record Type Mapper.
Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access Individual records. The Individual record type is a standard record type on the Account object that represents an individual person who is not directly related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings > Accounts > Record Types.
Question # 5
| Which three record type options should an advisor configure for a Lead object configuration? | | A. Referral | | B. Opportunity | | C. General | | D. Adjustments | | E. Retirement Planning |
A. Referral
C. General
E. Retirement Planning
Explanation:
Reference: [Reference: Financial Services Cloud - Account and Contact Record Types | Salesforce Help, Explanation: Record types are a way to categorize records in Salesforce based on different business processes or requirements. Record types can have different page layouts, picklist values, and business logic. For the Lead object, a financial services company can create different record types to capture different types of leads based on their source, interest, or qualification. Some examples of record types for the Lead object are:, Referral: This record type can be used to capture leads that are referred by existing clients or partners. Referral leads can have fields such as Referrer Name, Referrer Account, and Referral Type to track the source and nature of the referral., General: This record type can be used to capture leads that are generated from general marketing campaigns or events. General leads can have fields such as Campaign Name, Campaign Source, and Lead Score to track the effectiveness and potential of the marketing efforts., Retirement Planning: This record type can be used to capture leads that are interested in retirement planning services or products. Retirement planning leads can have fields such as Retirement Age, Retirement Goal, and Current Savings to assess the needs and suitability of the leads., , , ]
Question # 6
| Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)? | | A. To enable users to see the ARC, you will need to add thecomponent for ARC to the page layout. | | B. ARC displays up to 5 related lists that have a configured compact layout. | | C. ARC is certified to work with Person Accounts and Individual Accounts. | | D. The Salesforce Admin has to create a permission set for granting access to the ARC – FSC Lightning component. | | E. The Association Type picklist controls the account-account relationship that display in the ARC. |
A. To enable users to see the ARC, you will need to add thecomponent for ARC to the page layout.
B. ARC displays up to 5 related lists that have a configured compact layout.
E. The Association Type picklist controls the account-account relationship that display in the ARC.
Explanation:
The following statements are correct about the Actionable Relationship Center Manager
(ARC):
To enable users to see the ARC, you will need to add the component for ARC to the page layout. The ARC is a Lightning component that can be added to any Lightning page that supports components, such as record pages, app pages, or Home pages. You can use the Lightning App Builder to drag and drop the ARC component to the desired location on the page layout.
ARC displays up to 5 related lists that have a configured compact layout. The ARC shows a graphical representation of the account-account relationshipsfor a selected record, as well as related lists of other records that are associated with the account, such as contacts, financial accounts, or opportunities. The ARC can display up to 5 related lists at a time, and each related list must have a compact layout configured to show relevant fields.
The Association Type picklist controls the account-account relationship that display in the ARC. The Association Type picklist is a field on the Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The ARC uses this field to filter and display the account-account relationships for a selected record. You can customize this picklist to add or remove values according to yourbusiness needs.
Question # 7
| What step is required to give users access to the FinancialServices Cloud Commercial Banking features? | | A. Update Industries Settings to give users access to the Commercial Banking Console Lightning app. | | B. Assign permission sets to give users access to the Commercial Banking Console Lightning app. | | C. Update theuser profiles to give users access to Financial Services Cloud objects | | D. Install the Commercial Banking Managed Package |
B. Assign permission sets to give users access to the Commercial Banking Console Lightning app.
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- It also tests candidates abilities in prospecting, client onboarding, collaboration, relationship management, and reporting.
Exam Format: - The exam consists of multiple-choice questions.
- The total number of questions may vary but typically ranges from 60 to 90.
- The exam duration is around 105 minutes.
Preparation Tips:Study the Exam Guide:
- Review the official Exam Guide provided by Salesforce, which outlines the exam objectives and topics.
- Familiarize yourself with the content weightings to prioritize your study areas accordingly.
Practical Experience:
- Gain hands-on experience with Salesforce Financial Services Cloud by working on real-world projects.
- Practice using the platforms tools and features to deepen your understanding of its functionalities.
Training and Study Materials:
- Access official Salesforce training courses tailored for Financial Services Cloud.
- Use study materials such as books, online tutorials, and practice exams to enhance your knowledge.
Exam Preparation Resources:
- Official Salesforce Documentation:
Refer to the official Salesforce documentation, including implementation guides, release notes, and best practice documents. Examine Financial Services Cloud modules on RealBraindumps, which offers interactive learning paths, modules, and hands-on challenges. Participate in the Salesforce community through forums and discussion boards to share insights, seek guidance, and gain valuable perspectives from fellow members. Exam Day Tips:
- Read the Questions Carefully:
Read the questions to ensure a clear understanding before selecting an answer. Allocate your time wisely, considering the number of questions and exam duration. Use critical thinking techniques, such as prioritizing information, to narrow down your choices and increase your chances of selecting the correct option. Conclusion:
The Salesforce Financial Services Cloud Exam is a valuable certification that demonstrates proficiency in using Salesforces Financial Services Cloud platform. By preparing well and gaining practical experience, people can confidently showcase their expertise and find exciting opportunities in the financial services industry.
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FAQs of Financial-Services-Cloud Exam
What is the Salesforce Financial Services Cloud Exam?
The Salesforce Financial Services Cloud Exam is a specialized certification test aimed at validating expertise in the Salesforce Financial Services Cloud application. This exam tests a candidate’s knowledge in implementing, configuring, and managing Salesforce solutions tailored for the financial services industry, including wealth management, banking, insurance, and mortgage services.
Who should take the Salesforce Financial Services Cloud Exam?
This exam is ideal for Salesforce professionals, system administrators, IT managers, and consultants who work with financial services institutions. Candidates should have hands-on experience with the Financial Services Cloud and a deep understanding of the financial services industry's needs and regulatory requirements.
What topics are covered in the Salesforce Financial Services Cloud Exam?
Key topics include Financial Services Cloud data model, industry-specific functionalities, client relationship management, compliance and regulatory requirements, financial goal management, and integration with other Salesforce Clouds. The exam also covers customization, data management, and analytics specific to financial services.
How many questions are there on the Salesforce Financial Services Cloud Exam, and what is its format?
The Salesforce Financial Services Cloud Exam typically consists of around 60 multiple-choice and multiple-select questions. The format is designed to assess both theoretical knowledge and practical application skills in the Financial Services Cloud environment.
What is the passing score for the Salesforce Financial Services Cloud Exam?
The passing score for this exam is generally around 65%.
What are the benefits of passing the Salesforce Financial Services Cloud Exam?
Passing the exam recognizes you as a Salesforce Certified Financial Services Cloud specialist, enhancing your professional credibility. It opens up advanced career opportunities in the Salesforce ecosystem, especially within financial institutions. Additionally, it demonstrates a commitment to staying current with Salesforce technologies and best practices in the financial services sector.
How can I prepare for the Salesforce Financial Services Cloud Exam?
Preparation should include studying the official Salesforce Financial Services Cloud materials, hands-on practice in a Salesforce environment, and completing relevant training courses. Practice exams and study groups can also be beneficial. It’s important to have a solid understanding of both Salesforce core functionalities and the specific features and best practices of the Financial Services Cloud.
Are there any prerequisites or recommended experience before taking the Salesforce Financial Services Cloud Exam?
While there are no formal prerequisites, it’s recommended that candidates have at least six months of experience working with the Financial Services Cloud. Familiarity with Salesforce’s core functionalities and a background in the financial services industry will also be advantageous.
FAQs of Financial-Services-Cloud Exam
What is Financial Services Cloud?
Financial Services Cloud is a reimagined front office that provides a clean, aggregated view of client information, accelerates productivity with digital workflows, and enables personalized service delivery.
What does the term Account mean within Financial Services Cloud?
In Financial Services Cloud, Account can refer to a client, household, or business entity, distinct from a financial account.
How is a Client defined in Financial Services Cloud?
In Financial Services Cloud, a Client is defined as a person or organization that has conducted, is conducting, or may conduct business with your firm.
What is the distinction between Customer and Client in Financial Services Cloud?
Customer and Client are used interchangeably in Financial Services Cloud, both referring to individuals or organizations engaging with your firm.
What is a Financial account in Financial Services Cloud?
A Financial account in Financial Services Cloud encompasses investment accounts, bank accounts, insurance policies, and similar financial instruments.
How is a Household defined within Financial Services Cloud?
Within Financial Services Cloud, a Household is a relationship group comprising individuals and business entities with direct relationships, with financial summaries consolidated at the household level.
What does the term Prospect mean in Financial Services Cloud?
In Financial Services Cloud, a Prospect refers to a person or organization with the potential to become a client in the future.
What features does the Home Page offer in Financial Services Cloud?
The Home Page in Financial Services Cloud provides tailored access to priority tasks, including referral performance, lead alerts, interaction summaries, scheduled appointments, and key task summaries.
How can users filter client and household lists in Financial Services Cloud?
Users can filter client and household lists in Financial Services Cloud based on interests or financial characteristics, accessing predefined list views or customizing filters for segmentation.
What information is available on client and household profiles in Financial Services Cloud?
Client and household profiles in Financial Services Cloud offer comprehensive views of financial accounts, relationships, goals, activity history, and communication logs, facilitating personalized client engagement and planning.
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