- 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
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- 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
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- 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
Recommended Articles
How to Solution Relationships – “Different type of scenarios” mentioned above. Do you have any suggested links where we can get the best solutions for those?
Thank You very much Dinesh…Helpful
Thank you!
Hello Dinesh,
can you help me how to register for the Salesforce Financial services cloud accredited exam?
Hi Preeti, Please follow steps mentioned in this article to register for an AP exam: https://dineshyadav.com/salesforce-accredited-professional/
Thanks for the guidance. This is helpful.
Thank you Raksha! I am glad that you found the article useful.
Hi Dinesh,
Do you have any advice/links for what to cover for the sections:
1) Financial Services Cloud Administration & Implementation Best Practice
2) Flows
I did the Partner Learning Camp course but these were not covered in the syllabus.
What kind of questions come up for these areas?
Hi Dinesh, what’s the meaning of acronym OOB?
OOB means Out of the Box a term used for standard features available in Salesforce.
How & where to register for FSC certification ?
You can register for FSC Exam on Partner Learning Camp. You can find steps here: https://dineshyadav.com/salesforce-accredited-professional/
Hi Dinesh. Very insightful. With the PLC materials, trailhead and notes above, I passed last week . Question how long does it typically take to get the certificate via email
Hi Avinash, Congratulations on passing FSC AP. You will receive the certificate within 14 working days. If you don’t receive it within 14 days, please raise a case with Salesforce.
Hi Dinesh,
This is really helpful. Thanks for sharing.
Do you have any sample questions for preparation.
Thanks Naveen! I am glad that you found the article useful. I don’t have any plans to publish sample questions for any certification exams!