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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: 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 2: Analytics and Reporting | 12% | - Key metrics for financial advisors - Custom reporting requirements - Financial Services Cloud reports and dashboards |
| Topic 3: Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Topic 4: Client Management | 15% | - Household management - Client profiling and segmentation - Relationship types and hierarchy - Client lifecycle management |
| Topic 5: Data Model and Architecture | 18% | - Custom objects for financial products - Relationship mapping between accounts and contacts - Individual and Household data model - Financial Account and Financial Holding objects |
| Topic 6: Banking and Lending Features | 15% | - Compliance and regulatory considerations - Account aggregation - Digital lending workflows |
| Topic 7: Wealth Management Capabilities | 20% | - Performance monitoring - Asset allocation tracking - Investment portfolio management - Financial goals and planning |
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
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Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?
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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?
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Which of the following statements are correct when creating Financial Goals?
What are the three building blocks of Flow Orchestration?
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Brady
Dana
Ferdinand
Hubery
Lance
Morgan
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