How to Pass Salesforce Financial Services Cloud Accredited Professional Exam?

• Custom Objects Rollup By Lookup Config and Rollup By Lookup FilterCriteria enable roll-up calculation based on lookup relationship instead of master detail
• Rollup Configurations can not be customized
• RBL rules are available only for following objects
  • Assets and Liabilities
  • Claims
  • Financial Accounts
  • Financial Account Roles
  • Insurance Policies
  • Revenues
• OOB available Rollup
  • Total Financial Accounts
  • Total Bank Accounts
  • Total Investment Accounts
  • Total Insurance Policies
  • Assets Under Management
  • Wallet Share
  • Total Assets
  • Total Liabilities
• Activities and Objects to Rollup Options

• Multiple Relation Groups allow a person to be added to more than one household, can be enabled via Industries Application Config Custom Setting

• Life Events – Birth, Graduation, Marriage etc.
• Business Milestones – Merger & Acquisition, Market Listing, Executive Change etc.
• Life Events and Business Milestones support following actions
  • New Action Plan
  • New Case
  • New Opportunity
  • New Event
  • New Task
  • Log a Call
  • New Note
  • New Lead and Referral
• Icons can add be updated for Life Events and Business Milestones via Setup > User Interface > Icons > Life Events and Business Milestones
• Configuration options for Life Events and Business Milestones
  • Arrange in chronological order
  • Customize Actions
  • Hide unwanted Life Events and Business Milestone
  • Duration Filters such as Last 1 Year
• Financial Goal – Retirement, Buying a Car etc. Goal is summaries at Household level

• Action Plans – capture repeatable tasks and then automate the task sequences, supports deep cloning of templates, consists of:
  • Document Checklist Item
  • Tasks – can be assigned to users, roles or queues
• Action Plans support Account, Campaign, Case, Contact, Contract, Lead, Opportunity and Custom objects with Activities enabled. Refer Complete List of Supported Objects
• To use an Action Plan Template installed through a package, you must clone the template and use the copy
• Action Plans can also be enabled in Partner Experience Cloud Sites
• Action Plan is enabled by Action Plans permission set

• Document checklist items can be created for following records:
  • Account
  • Opportunity
  • Residential Loan Application

• Skip Nonwork Days for Tasks checkbox on Action Plan record can be used to skip holidays from deadline calculations

• Document Type can be added via Setup > Feature Settings > Document Checklist > Document Type
• Document Checklist Items with Attachments can be enabled via Setup > Feature Settings > Document Checklist > Document Checklist Settings
• Lead and Referrals – Standard Lead object with 2 new Record Types (Business Referrals & Person Referrals)
• OBB features available for Lead and Referrals
  • Einstein Lead Scoring
  • Lead Routing
  • Lead Assignment
• Referral Flow – Create > Assign > Accept > Prioritize > Convert > Track and analyze
• How can Referral be assigned to next available agent
• When is the Einstein Lead Score Calculated
• What are additional packages available for Leads and Referrals
• Referrers are displayed on home page component – May Top Referrals
• Referral tab on Account shows the referral details of that person
• Identify FSC Upgrade Approach – Greenfield (new org) vs Brownfield (existing org)
  • Business Transformation
  • Technology Rationalization
  • Change Management

• Actionable Relationship Center (ARC) – Relationship Mapping Tool shows hierarchical view of FSC entities
• Benefits and Limitations of ARC
• Benefits and Limitations of Household Relationship Map
• Household Relationship Map vs Actionable Relationship Center

Household Relationship Map	Actionable Relationship Center
Single view of relationship Create Relationship Gain quick context on a Customer Complex Group Builder	View multiple layer of relationship View and modify record details Identify Opportunity Simpler Relationship Modals

• ARC component can be added to Account or Contact Pages
• What actions can be performed from ARC

• Account objects, including the Person, Group, and Business record types, display up to 12 related lists. Objects that are not Accounts only display up to 5 related lists in ARC

• Compliant Data Sharing – advanced Data Sharing Configuration to Improve Compliance, CDS can be applied to Account and Opportunity
• Participant Role – defines the access level for any user assigned to that role for a specific record

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