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| Section | Objectives |
|---|---|
| Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
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: B 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?
Correct Answer: A 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
How should developers configure customized nodes for display in ARC?
Correct Answer: A 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
Correct Answer: C,D 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?
Correct Answer: D 🗳️
Explanation: Only visible for iPassleader members. You can sign-up / login (it's free).
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