Question # 1 How should developers configure customized nodes for display in ARC? A. Select Use LWC from the node Display tab to show the node in a Lightning Web ComponentB. Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graphC. Select Use FlexCard from the node Display tab to show the node in a FlexCardD. Reference the FlexCard in the Display properties of the custom ARC relationship graph
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B. Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph
Answer Description Explanation:
To configure customized nodes for display in ARC, developers should reference the Lightning Web Component in the Display properties of the custom ARC relationship graph. A Lightning Web Component is a custom framework for creating reusable web components that run natively in browsers and leverage modern web standards. A custom ARC relationship graph is a metadata type in Financial Services Cloud that defines how account-account relationships are displayed in ARC, such as node shape, color, size, label, or icon. You can use Lightning Web Components and custom ARC relationship graphs to create customized nodes for ARC that show additional information or functionality for each account. Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10]
Question # 2 Which three record type options should an advisor configure for a Lead object configuration? A. ReferralB. OpportunityC. GeneralD. AdjustmentsE. Retirement Planning
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A. ReferralC. GeneralE. Retirement Planning
Answer Description 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 # 3 A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level
of customization to boost user productivity? A. Create a new type of person account so trust group details roll down to the beneficiaries
level.B. Create a Custom Field Set solely for the Wealth Managers without affecting the
Investment Bankers.C. Assign the Custom Field Set to the Financial Summary component.D. Create and assign the Cuslhm Field Set permission set to all users.E. Assign the Custom Field Set To a Lightning component.
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B. Create a Custom Field Set solely for the Wealth Managers without affecting the
Investment Bankers.C. Assign the Custom Field Set to the Financial Summary component.E. Assign the Custom Field Set To a Lightning component.
Answer Description Explanation:
The following steps should be taken by the consultant to offer a high level of customization
to boost user productivity for the wealth management division:
Create a Custom Field Set solely for the Wealth Managers without affecting the
Investment Bankers. A Custom Field Set is a construct inFinancial Services Cloud
that allows you to define a collection of fields that can be displayed in a Lightning
component, such as the Financial Summary or the Financial Account List. You can
use Custom Field Sets to customize the fields that are relevant for different user
groups or business scenarios, without modifying the underlying data model or
page layout. You can create a Custom Field Set by goingto Setup > Object
Manager > Financial Account > Field Sets and adding or removing fields according
to your requirements.
Assign the Custom Field Set to the Financial Summary component. The Financial
Summary component is a Lightning component that displays aggregated financial
data for a selected record, such as an account, contact, or opportunity. You can
usethe Financial Summary component to provide a holistic view of your client’s
financial situation and goals. You can assign a Custom Field Set to the Financial
Summary component by using the Lightning App Builder and selecting the Custom
Field Set from theComponent Properties panel.
Assign the Custom Field Set To a Lightning component. A Lightning component is
a reusable unit of user interface that can be added to any Lightning page, such as
record pages, app pages, or Home pages. You can use Lightning components to enhance the functionality and user experience of your pages. You can assign a
Custom Field Set to a Lightning component by using the Lightning App Builder and
selecting the Custom Field Set from the Component Properties panel.
Question # 4 Cumulus Cloud Bank is asking the consultant to explain some tools available to integrateSalesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?
A. Industry Integration Solutions with the MuleSoft Anypoint PlatformB. Data Processing EngineC. OmniStudio Integration ProceduresD. Data Consumption FrameworkE. OmniStudio DataRaptors
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A. Industry Integration Solutions with the MuleSoft Anypoint PlatformC. OmniStudio Integration ProceduresE. OmniStudio DataRaptors
Answer Description 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.
Question # 5 A financial services company wants to use the Financial Services Cloud Person Account
data model. The company needs two Person Account record types, one to represent
Individual customer and one to represent Individual independent advisors that send
referrals.
What should the administrator do to set up the new record types? A. Create custom fields on the Person Account object.B. Configure Individual Record Type Mapper" custom metadata.C. Create a record type on the Contact object.D. Enable "Use Person Account" custom setting.
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B. Configure Individual Record Type Mapper" custom metadata.
Answer Description Explanation:
To set up the new record types for PersonAccounts, the administrator should configure
Individual Record Type Mapper custom metadata. The Individual Record Type Mapper is a
custom metadata type in Financial Services Cloud that defines how records are created
when using certain features, such as Einstein Data Capture or Salesforce Inbox. The
Individual Record Type Mapper maps Person Account record types to Individual record types, so that when a new Individual record is created from an email or calendar event, it
automatically creates a corresponding Person Account record with the same record type.
To configure Individual Record Type Mapper custom metadata, you need to go to Setup >
Custom Metadata Types > Individual Record Type Mapper > Manage Records and create
a new record for each Person Accountrecord type and its matching Individual record type.
Question # 6 An insurance company aims to improve a call center's productivity. A detailed analysis
discovered that agents spend a lot of time capturing data while adding and updating
beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant
take to resolve the issue? A. Utilize Insurance Flow Templates.B. Create an Action PlanTemplate for capturing beneficiary data and payment information.C. Provide a better user interface by building Lightning web components for beneficiary
data and payment information.D. Install an Insurance Data AppExchange package.
Click for Answer
A. Utilize Insurance Flow Templates.
Answer Description Explanation:
A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to
resolve the issue of improving the call center’s productivity and reducing the time spent on
capturing data for beneficiary details and premium payment details. Insurance Flow
Templates are prebuilt flow templates that guide users through the steps of creating or
updating insurance policies and beneficiaries in Financial Services Cloud. The templates
can be customized to suit the specific needs and requirements of theinsurance company.
By using Insurance Flow Templates, the call center agents can streamline their data entry
process and provide better service to their customers.
Question # 7 The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that
the advisors at his firm can quickly see the most important clientdata in the Actionable
Relationship Center (ARC). What must the Admin configure for each object to display the
most important fields on the side panel of ARC? A. Compact LayoutB. Page LayoutC. Search LayoutD. Lightning Record PagesE. Field Sets
Click for Answer
A. Compact Layout
Answer Description Explanation:
To display the most important fields on the side panel of ARC, the Admin must configure
the Compact Layout for each object. The Compact Layout is a layout that determines which
fields appear in key places in Salesforce such as record highlights areas,list views, lookup
dialogs, and global search results. The Admin can use the Compact Layout to select up to
10 fields that are most relevant for each object and display them on the side panel of ARC
Question # 8 How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level? A. Add a custom Rollup By Lookup (RBL) rule.B. Financial Goalscan not be summarized at the household level.C. Create a formula field and add it to the Account page layoutD. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
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D. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
Answer Description Explanation: To change the configuration to summarizeFinancial Goals at the household level, you need to update the selection in “Activities & Objects to Roll Up” to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 81.
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