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Updated: Oct 13, 2026
Q & A: 112 Questions and Answers
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| Section | Weight | Objectives |
|---|---|---|
| Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Core capabilities of Financial Services Cloud - Use cases for Banking, Wealth Management, and Insurance |
| Client Management | 15% | - Client lifecycle management - Relationship types and hierarchy - Household management - Client profiling and segmentation |
| Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
| Data Model and Architecture | 18% | - Individual and Household data model - Custom objects for financial products - Financial Account and Financial Holding objects - Relationship mapping between accounts and contacts |
| Implementation and Configuration | 10% | - Best practices for deployment - Setup and configuration basics - Security model considerations |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Custom reporting requirements - Key metrics for financial advisors |
| Wealth Management Capabilities | 20% | - Financial goals and planning - Investment portfolio management - Performance monitoring - Asset allocation tracking |
s. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org. Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?
Correct Answer: B,D,E 🗳️
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Which three insurance processes are managed by the Policy Administration component?
Correct Answer: A,B,D 🗳️
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It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data. Which two items should be configured?
Correct Answer: A,D 🗳️
Explanation: Only visible for BraindumpsVCE 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: A 🗳️
Explanation: Only visible for BraindumpsVCE members. You can sign-up / login (it's free).
A private equity company with only one administrator wants to upgrade Agentforce Financial Services from an Agentforce Sales Unlimited Edition (UE) org. The company decided to install Agentforce Financial Services greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month. What should the administrator do as part of the preparation for the data migration process?
Correct Answer: A 🗳️
Explanation: Only visible for BraindumpsVCE members. You can sign-up / login (it's free).
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