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| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
| Topic 2: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 3: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 4: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 5: Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
Which three record type options should an advisor configure for a Lead object configuration?
Correct Answer: C,D,E 🗳️
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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: B 🗳️
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The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies. Which three things should be considered when implementing CDS in Agentforce Financial Services?
Correct Answer: A,B,D 🗳️
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Cumulus Bank has implemented Compliant Data Sharing in Agentforce Financial Services. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
Correct Answer: A,D 🗳️
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A system administrator at a financial services company wants to build a report to show Interest Tags. Which two things should the administrator consider when configuring the report?
Correct Answer: B,C 🗳️
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