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Cumulus Cloud Bank is asking the consultant to explain some tools available tointegrateSalesforce into several of its back-end/core systems.Which three capabilities should a consultant recommend?
A. Industry Integration Solutions with the MuleSoft Anypoint Platform B. Data Processing Engine C. OmniStudio Integration Procedures D. Data Consumption Framework E. OmniStudio DataRaptors
Answer: A,C,E
Explanation:
Salesforce offers various tools and capabilities to integrate Financial Services Cloud with
external systems, such as core banking, insurance, or mortgage platforms. Some of the
toolsand capabilities that a consultant can recommend are:
Industry Integration Solutions with the MuleSoft Anypoint Platform: These are
prebuilt integration solutions that leveragethe MuleSoft Anypoint Platform to
connect Financial Services Cloud with common industry systems, such as Fiserv,
FIS, Jack Henry, and Guidewire1. These solutions enable bi-directional data
synchronization, orchestration, and transformation between Salesforce and the
external systems2.
OmniStudio Integration Procedures: These are reusable components that define
the logic and sequence of steps for integrating datafrom external sources into
Financial Services Cloud3. Integration procedures canbe triggered by events, such as a button click or a record update, and can invoke other components, such as
DataRaptors or OmniScripts4.
OmniStudio DataRaptors: These are data transformation components that can
extract, load, and manipulate data from various sources, such as Salesforce
objects, REST or SOAP web services, or CSV files5. DataRaptors can be used to
map data between different formats, perform calculations or validations, or create
or update records in Financial Services Cloud6.
References:
Industry Integration Solutions
MuleSoft Anypoint Platform
OmniStudio Integration Procedures
Create an Integration Procedure
OmniStudio DataRaptors
Create a DataRaptor
Question # 2
Cumulus Bank is migrating its CRM software from a legacy application to SalesforceFinancial Services Cloud (FSC). The bank hired Salesforce Professional Services toconfigure/deploy the new Salesforce FSC org and migrate data.Which order should a consultant follow when performing the data migrations?
A. Individuals, then Financial Account Roles, then Financial Accounts, then FinancialAccount Transactions B. Individuals, then Financial Accounts, then Financial Account Roles, then FinancialAccount Transactions C. Financial Accounts, then Financial Account Roles, then Individuals, then FinancialAccount Transactions D. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles,then Individuals
Answer: B
Explanation: The order that the consultant should follow when performing the data migrations is
Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account
Transactions. This order ensures that the data dependencies and relationships are
maintained and that the data integrity and quality are preserved. By migrating Individuals
first, the consultant can create the records that represent the customers of the bank. By
migrating Financial Accounts next, the consultant can create the records that represent the
financial products or services that the customers own or use. By migrating Financial
Account Roles next, the consultant can create the records that link the individuals to the
financial accounts and define their roles or relationships with those accounts. By migrating
Financial Account Transactions last, the consultant can create the records that represent
the transactions or activities that occur on the financial accounts.
Question # 3
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloudusing the individual object model. What are the steps to disable person accounts? (ChooseThree)
A. Log a case with Salesforce to perform the conversion from Person Accounts to theindividual model. B. Assign the Person Account record type to the user profiles. C. Disable the Person Account custom setting. D. Remove Person Accountrecord types from the Individual Record Type Mapper. E. Assign the Individual record type to the user profiles.
Answer: A,D,E
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.
Verified References: : Salesforce Help Article 5 :Salesforce Help Article 6 :
Salesforce Help Article 7
Question # 4
Which Salesforce Financial Services Cloud featureenables financial advisors to track andmanage client accounts?
A. Financial accounts management B. Performance reporting C. Client onboarding D. Opportunity management
Answer: A
Explanation:
Financial accounts management is a Salesforce FinancialServices Cloud feature that
enables financial advisors to track and manage client accounts. A financial account is any
account managed by a financial institution, such as a bank, an insurance company, or an
investment firm. Financial Services Cloud supports many kinds of financial accounts, such
as checking accounts, savings accounts, mortgages, credit cards, investment accounts,
insurance policies, and more3. Financial advisors can use Financial Services Cloud to
view, create, update, and delete financial accounts for their clients, as well as link them to
other objects, such as households, goals, referrals, or opportunities4.
References:
Financial Accounts
Manage FinancialAccounts
Question # 5
A financial services company would like its users to be able to relate two businessaccounts. Whatshouldthe administrator configure to meet the requirement?
A. Create a new Contact Reciprocal Role for the required value. B. Update the Role picklist on the Account-Account Relationship object with new value. C. Create a new Account Reciprocal Role for the required value. D. Update the Role picklist on the Account-(?ontact Relationship object with new value.
Answer: B
Explanation:
To configure Financial Services Cloud to allow users to relate two business accounts, the
administrator should update the Role picklist on the Account-Account Relationship object
with new value. The Role picklist is a field on the Account-Account Relationship object that
defines the type of relationship between two accounts, such as Household Member,
Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the
account-account relationships in the Actionable Relationship Center (ARC). To update the
Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship >
Fields & Relationships > Role and addor remove values according to your business needs.
Verified References: : Salesforce Help Article [10] : Salesforce Help Article [11]
Question # 6
Cumulus Insurance has created a Delegated Administrator groupfor its franchise users toreduce the workload on head office support staff.Which three functions should be added to the Delegated Administrator group?
A. Unlock users. B. Modify permission sets. C. Set organization-wide sharing defaults on custom objects. D. Assign or remove permission sets for users in their delegated groups. E. Create and manage membership of specified public groups.
Answer: A,D,E
Explanation:
The following functions should be added to the Delegated Administrator group for its
franchise users:
Unlock users, which is a function that allows delegated administrators to unlock
users who have been locked out due to incorrect login attempts or password
expiration.
Assign or remove permission sets for users in their delegated groups, which is a
function that allows delegated administrators to grant or revoke additional
permissions for users in their delegated groups by using permission sets.
Create and manage membership of specified public groups, which is a function
that allows delegated administratorsto create public groups for sharing purposes
and add or remove users from those groups.
Question # 7
Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new businessprocesses require that Financial Advisors can add individuals to more than one Group orHousehold using Multiple Relationship Groups. Where do Admins enable MultipleRelationship Groups?
A. Object Settings B. Custom Settings C. Lightning Page Editor D. Profiles
Answer: B
Explanation:
To enable Multiple Relationship Groups, which is a feature that allows users to add
individuals to more than onegroup or household, the Admin needs to use Custom Settings.
Custom Settings are similar to custom objects and enable application developers to create
custom sets of data, as well as create and associate custom data for an organization,
profile, or specific user. The Admin can use Custom Settings to enable Multiple
Relationship Groups by following these steps:
From Setup, enter Custom Settings in the Quick Find box, then select Custom
Settings.
Click Manage next to Group Member Record Type Mapper.
Click Edit next to Default Organization Level Value.
In Multiple Relationship Groups Enabled, select True.
Click Save.
Question # 8
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers touse Action Plans to capture repeatable tasks and automate the task sequences, improvingcollaboration and productivity. Which three of the following statements about Action Plansare true?
A. When you work with Action Plans, you first create Action Plan Templates B. Action Plans require a monthly license fee per user C. Action Plans can be used to schedule appointments with the Bankers D. Action Plans make it easy to create reports and dashboards, so you can monitorprogress and ensure compliance E. Action Plans can be used to automatically assign task owners and deadlines for specificclient engagements
Answer: A,D,E
Explanation:
The following statements about Action Plans are true:
When you work with Action Plans, you first create Action Plan Templates, which
are reusable sets of tasks that define a common clientprocess1.
Action Plans make it easy to create reports and dashboards, so you can monitor
progress and ensure compliance. Users can use standard report types or custom
report types to create reports on action plans, action plan templates, action plan
items, action plan item templates, and action plan item owners1.
Action Plans can be used to automatically assign task owners and deadlines for
specific client engagements. Users can specify task owners by using assignment
logic such as specific user, role, queue, action plan creator, or account team1.
Verified References: 1
Question # 9
Which three of the following statements are correct about the Actionable RelationshipCenter Manager (ARC)?
A. To enable users to see the ARC, you will need to add thecomponent for ARC to thepage 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 inthe ARC.
Answer: A,B,E
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
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultantneeds to think about how to utilize FSC-related objects. Which three things should theconsultantconsider when adopting such objects?
A. In a household, each household member is modeled as a Contact, and the household ismodeled as an Account. B. In a household, each of the household members is modeled as a Person Account andthe household is modeledas an Account. C. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't bedisabled for the Opportunity object. D. Both the Financial Deal object and the Opportunity object support Compliant DataSharing. E. Interaction Summary is an enhancement of the standard Activity object. FSCimplementations should use Interaction Summary as a replacement for the Activity object.
Answer: A,C,D
Reference: Set Up Clients, Households, and Relationships, Compliant Data Sharing in
Explanation: Some considerations when adopting FSC-related objects are:
In a household, each household member is modeled as a Contact, and the household is
modeled as an Account. A household is a type of relationship group that represents a
group of clients whohave a direct relationship with one another and shared financials, such
as spouses and their dependent children. A household is modeled as an Account record
with a custom record type of Household. Each household member is modeled as a Contact
record that is related to the household Account. A household can also have related
accounts and contacts that are not part of the household, but are associated with it for
some reason.
Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.
Compliant Data Sharing (CDS) is a feature of FSC that allows granular control over access
to sensitive data in Account and Opportunity objects. CDS can help financial services
companies comply with regulations and policies that restrict data visibility based on user
roles. CDS can also be enabled for the Financial Deal object, which is a custom object that represents a business opportunity or transaction with a client. The Financial Deal object
can be used instead of or in addition to the Opportunityobject, depending on the business
needs.
Interaction Summary is an enhancement of the standard Activity object. FSC
implementations should use Interaction Summary as a replacement for the Activity object.
Interaction Summary is a custom object that captures the details of a client interaction,
such as a meeting, a call, or an email. Interaction Summary can be linked to other FSC
objects, such as Financial Accounts, Financial Goals, Financial Deals, or Relationship
Groups. Interaction Summary can also have participants, which are records that represent
the people or groups involved in the interaction.
Question # 11
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud andwants to roll up customerdata at the client and group levels. What functionality can RollupBy Lookup (RBL) provide for this requirement?
A. RBL calculations can not be disabled when importing data into your Salesforce org. B. An RBL rule displays summary calculations of financialaccount information, such asaccount balances. C. When you edit a financial account record or primary Group membership, the Rollup ByLookup (RBL) configuration updates the corresponding RBL summaries at the client andGroup levels. D. Rollups for multiple joint owners are not supported E. Rollup By Lookup (RBL) displays associated records for Financial Accounts. FinancialGoals, and Opportunities.
Answer: B,C,E
Explanation:
The functionality that Rollup By Lookup (RBL) can provide for rolling up customer data at
the client and group levels are as follows:
An RBL rule displays summary calculations of financial account information, such
as account balances, networth, total assets, total liabilities, and so on1.
When you edit a financial account record or primary group membership, the Rollup
By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels1.
Rollup By Lookup (RBL) displays associated records for Financial Accounts,
Financial Goals, and Opportunities on the client and group pages1. Verified
References: 1
Question # 12
Which three types of Account-Account relationships are displayed in the ActionableRelationship Center?
A. Accounts & Businesses B. Accounts & Members C. Accounts & Peers D. Accounts & Groups
Answer: A,C,D
Explanation:
The following types of Account-Account relationships are displayed in the Actionable
Relationship Center (ARC):
Accounts & Businesses: This type of relationship shows the accounts that are
related to a business account, such as owners, partners, or beneficiaries. You can
use this type of relationship to understand the ownershipstructure and financial
interests of a business account.
Accounts & Peers: This type of relationship shows the accounts that are related to
another account by a peer-to-peer relationship, such as friends, colleagues, or
associates. You can use this type ofrelationship to identify potential referrals and
cross-selling opportunities from an account’s network.
Accounts & Groups: This type of relationship shows the accounts that are related
to a group account, such as household members, trust members, or business
group members. You can use this type of relationship to view the aggregated
financial data and activities of a groupaccount. Verified References: : Salesforce
Help Article 2 : Salesforce Help Article 3 : SalesforceHelp Article 4
Question # 13
To access all Financial Services Cloud (FSC) functionalitiesavailable out of the box, aconsultant must install the FSC Managed Package and the Unmanaged ExtensionPackages.Which two functionalities are included in the FSC Unmanaged Extension Packages?
A. Custom objects to track Financial Accounts and Household B. The Commercial Banking dashboard C. Field sets that configure how fields display in the client and household profiles D. Predefined list views of clients and households
Answer: B,C
Reference: Financial Services Cloud Packages
Explanation: Financial Services Cloud functionality is available from two packages: the
managed package and the unmanaged extension packages. The managed package
contains most of the Financial Services Cloud functionality, such as custom fields and
objects, list views and profiles of clients and households, and administrative configurations.
The unmanaged extension packages provide additional functionality that is not included in
the managed package, such as:
The Commercial Banking dashboard: This is a dashboard that provides insights into
commercial banking activities and performance, such as loan portfolio health, deposit
growth, referral pipeline, and customer satisfaction. The Commercial Banking dashboard is
included in the unmanaged commercial banking extension package.
Field sets that configure how fields display in the client and household profiles: These are
field sets that determine which fields are displayed in different sections of the client and
household profiles, such as Client Overview, Household Overview, Client Details,
Household Details, etc. The field sets are included in the unmanaged extension package.
Question # 14
An investment bank client wants all its users to track client engagements with InteractionSummaries. In addition, those call logs need to be shared with specialists in other lines ofbusiness so they can assist in specific types of deals.Which three Financial Services Cloud standard objects should be used to helpaccommodate these business requirements?
A. Interaction Summary Participant B. Financial Deal Participant C. Participant Role D. Interaction Participant E. Opportunity Participant
Answer: A,B,C
Reference: Track Client Interactions - Salesforce
Explanation: Interaction Summaries are records that capture the details of a client
interaction, such as a meeting, a call, or an email. Interaction Summaries can be linked to
Financial Deals, which are records that represent a business opportunity or transaction with
a client. Interaction Summaries and Financial Deals can have participants, which are
records that represent the people or groups involved in the interaction or deal. Participants
can have different roles, such as advisor, client, specialist, or decision maker. Participant
Role is a custom object that defines the possible roles for participants.
Question # 15
A bank recently sold its wealth management division and wants to improve its customers’digital experience. The bank engaged Salesforce Professional Services to upgrade itsexisting Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.Which three expected outcomes can serve as return on investment (ROI) justifications tothe bank's chief financial officer (CFO)and investment committee?
A. Unify and improve team collaboration by sharing and managing customer leads andreferrals across multiple lines of business at the bank to drive customers' financial needsand deepen client relationships. B. Deliver connected and personalized digital experiences to the bank's customers thanksto a 360-degree view of its customer data consolidating multiple customer databases andsources from diverse channels at the bank. C. Simplify the client onboarding process with proper tools to streamline customerdiscovery and internal reviews through renewal. D. Manage policy holder’s interactions with customer service agents intelligently throughthe underwriting process. E. Modernize client-advisor experiences from engagement to relationship management toeffectively drive long-term, trusted relationships.
Answer: A,B,E
Explanation:
Unify and improve team collaboration by sharing and managing customer leads and
referrals across multiple lines of business at the bank to drive customers’ financialneeds
and deepen client relationships; Deliver connected and personalized digital experiences to
the bank’s customers thanks to a 360-degree view of its customer data consolidating
multiple customer databases and sources from diverse channels at the bank;Modernize
client-advisor experiences from engagement to relationship management to effectively
drive long-term, trusted relationships.
Reference: Financial Services Cloud | Salesforce
Explanation: Financial Services Cloud is a platform that enables banks to deliver seamless
and personalized customer experiences across multiple channels and devices. Financial
Services Cloud can help banks achieve the following outcomes:
Unify and improve team collaboration by sharing and managing customer leads and
referrals across multiple lines of business at the bank to drive customers’ financial needs
and deepen client relationships. Financial Services Cloud providestools such as Lead
Conversion, Referral Management, Relationship Groups, and Compliant Data Sharing to
facilitate cross-team collaboration and coordination.
Deliver connected and personalized digital experiences to the bank’s customers thanks to
a 360-degree view of its customer data consolidating multiple customer databases and
sources from diverse channels at the bank. Financial Services Cloud provides a unified
data model that integrates customer data from various sources, such as core banking
systems, online banking portals, mobile apps, social media, and third-party providers.
Financial Services Cloud also provides features such as Customer Profile, Actionable Relationship Center, Interaction Summaries, and Einstein Analytics to provide a
comprehensiveand holistic view of the customer’s financial situation, needs, preferences,
and interactions.
Modernize client-advisor experiences from engagement to relationship management to
effectively drive long-term, trusted relationships. Financial Services Cloud provides features
such as Client Onboarding, Action Plans, Goals-Based Planning, Financial Accounts,
Financial Deals, Next Best Action, and Einstein Bots to enable advisors to deliver proactive
and personalized advice, recommendations, and solutions to their clients.
Question # 16
Which three related lists are visible within Actionable Relationship Center associated withthe Account object?
A. Cases B. Notes and Attachments C. Client Financial Goals D. Financial Holdings E. Household Financial Accounts
Answer: C,D,E
Explanation:
The following related lists are visible within Actionable Relationship Center (ARC)
associated with the Account object:
Client Financial Goals, which is a relatedlist that displays the financial goals of the
account, such as retirement, education, or debt payoff.
Financial Holdings, which is a related list that displays the financial accounts of the
account, such as bank accounts, investment accounts, or insurancepolicies.
Household Financial Accounts, which is a related list that displays the financial
accounts of the account’s primary group, such as household or business group.
Question # 17
A Bank of the Future customer calls the bank to update the address on their account. Thecall center agent handling the call needs to enter a new address into the system. The agententers the new contact information using an OmniScript and then needs to generate aprefilled PDF with the new address that can be shared with the customer.Which two OmniStudio tools should a consultant recommend to generate the prefilledPDF?
A. OmniStudio Action Document Generation B. Calculation Procedure C. DataRaptor D. Integration Procedure
Answer: A,C
Explanation:
The following OmniStudio toolsshould be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool that allows users to
create documents from templates and data sources using OmniScripts and
Integration Procedures. Byusing OmniStudio Action Document Generation, the
consultant can create a document template with placeholders for the contact and
address information and generate a PDF file from it using an OmniScript. DataRaptor, which is a tool that allows users to extract and transform data from
Salesforce or external systems using Integration Procedures. By using
DataRaptor, the consultant can create a data source that retrieves the contact and
address information from Salesforce and maps it to the document template
placeholders.
Question # 18
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?
A. The Referral Score updated when a referral is convened to an Opportunity or closed. B. The Referral Score updated when a lead is created using the referral record type. C. The Referral Score updated when a referral is assigned from the queue to a user. D. The Referral Score updated when an opportunity associated with the Referral is ClosedWon
Answer: D
Explanation:
The Referral Score is updated when an opportunity associated with the Referral is Closed
Won. The Referral Score is a metric that measures the quality and quantity of referrals that
a user creates or receives. The Referral Score is calculatedas the number of referrals
converted to opportunitiesdivided by the total number of referrals. The Referral Score is
displayed in the Referral Summary component on the user’s Home page or record page.
The Referral Score is updated whenever a referral is converted to an opportunity or an
opportunity is closed as won or lost. Verified References: : Salesforce Help Article 2 :
Salesforce Help Article 4
Question # 19
When importing records from a system outside of Salesforce, which ID should be used toprevent the data import from creating duplicates?
A. User ID B. Data Load ID C. External ID D. Org ID
Answer: C
Explanation:
To prevent the data import from creating duplicates when importing records from a system
outside of Salesforce, you should use External ID. External ID is a custom field type that
can be used to store unique identifiers from other systems. You can use External ID to
match records during data import and avoid creating duplicate records in Salesforce. You
can also use External ID to enable upsert operations, which can insert new records or
update existing records based on the External ID value. Verified References: : Salesforce
Help Article [5] : Salesforce Help Article [6]
Question # 20
An investment bank is implementing Financial Services Cloud (FSC) to manage the dealpipeline. Each opportunity has confidential information that the deal teammembers mustonly view. In addition, each member needs the ability to take and share notes directlywithin Salesforce with others on the team.Which three FSC features should be part of the solution design?
A. Financial Deal Management B. Sharing Rules C. Complianthata Sharing D. Profiles E. Interaction Summaries
Answer: A,B,E
Explanation:
The following FSC features should be part of the solution design for managing confidential
deal information and notes sharing among deal team members:
Financial Deal Management: Financial Deal Management is a feature in Financial
Services Cloud that allows you to track and manage complex deals that involve
multiple parties, products, and stages. You can use Financial Deal Management to
store confidential deal information such as deal name, amount, status, or
participants. You can also use Financial Deal Management to associate
