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| Section | Objectives |
|---|---|
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
| Security, Reporting, and Integration | - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud - Data security and sharing models |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
A retail bank is using Agentforce Financial Services to support its operations. The bank has received complaints that its clients ' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is. Which solution should a consultant suggest the client explore?
Correct Answer: A 🗳️
Explanation: Only visible for Prep4away members. You can sign-up / login (it's free).
Which three types of preassembled flows can be utilized from the Agentforce Financial Services packages and the Lightning Flow for Financial Services package?
Correct Answer: C,D,E 🗳️
Explanation: Only visible for Prep4away members. You can sign-up / login (it's free).
A new custom object has been created, and the records of this object will be created through integration with another system. What should a consultant do to ensure the data is loading into the correct fields in Agentforce Financial Services?
Correct Answer: B 🗳️
Explanation: Only visible for Prep4away members. You can sign-up / login (it's free).
What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?
Correct Answer: C 🗳️
Explanation: Only visible for Prep4away members. You can sign-up / login (it's free).
A wealth management firm is looking to start tracking its clients ' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?
Correct Answer: B 🗳️
Explanation: Only visible for Prep4away members. You can sign-up / login (it's free).
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