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| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Identify requirements and define solution scope - Determine compliance and regulatory considerations - Analyze business processes and system architecture |
| Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy |
| Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Initial setup and package installation - Automation and workflows
- Configure core FSC features
|
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NEW QUESTION # 104
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?
Answer: B,D,E
Explanation:
The following statements about Action Plans are true:
When you work with Action Plans, you first create Action Plan Templates, which are reusable sets of tasksthat define a common clientprocess1.
Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance. Users can use standard report types or custom report types to create reports on action plans, action plan templates, action plan items, action plan item templates, and action plan item owners1.
Action Plans can be used to automatically assign task owners and deadlines for specific client engagements. Users can specify task owners by using assignment logic such as specific user, role, queue, action plancreator, or account team1. Verified References: 1
NEW QUESTION # 105
Which step is required to give a group of users access to a Financial Deal?
Answer: B
Explanation:
Agentforce Financial Services provides participant-based sharing for Financial Deals. To give a particular user or group access to a Financial Deal record, the deal owner or authorized user should add that user or group as a participant through the Financial Deal Participants related list.
From a Financial Deal record, the user creates a new Financial Deal Participant, selects the required user or group, assigns a Participant Role, marks the participant active, and saves the record. Compliant Data Sharing must be enabled for the Financial Deal object for this sharing mechanism to operate.
Salesforce also offers the Manage Participants component, which can add multiple users or groups and assign roles directly from the Financial Deal record. Both approaches use the same participant-based Financial Services sharing architecture.
Changing OWD to Public Read/Write would fundamentally undermine the confidentiality model because every qualifying user would receive broad access rather than only the intended deal team. A permission set can grant object-level capability, but object permission alone does not grant access to a particular restricted Financial Deal record. Industries Settings likewise is not the record-sharing mechanism.
Therefore, adding the group as an active Financial Deal Participant is the required record-level access configuration.
NEW QUESTION # 106
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?
Answer: A,B,D
Explanation:
The functionality that Rollup By Lookup (RBL) can provide for rolling up customer data at the client and group levels are as follows:
An RBL rule displays summary calculations of financial account information, such as account balances, networth, total assets, total liabilities, and so on1.
When you edit a financial account record or primary group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels1.
Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals, and Opportunities on the client and group pages1. Verified References: 1
NEW QUESTION # 107
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)?
Answer: A
Explanation:
A gap analysis 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). A gap analysis is a method of comparing the current state of a system or process with the desired future state and identifying the gaps or differences between them. By conducting a gap analysis, a consultant can understand the customer's painpoints, requirements,and expectations and design a solution that leverages the best practices and features of Salesforce FSC.
References:
Gap Analysis
Salesforce Financial Services Cloud Implementation Guide
NEW QUESTION # 108
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?
Answer: B,D,E
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 theexternal 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 orSOAP web services, or CSV files5. DataRaptors can be used to map data between different formats, perform calculations or validations, or create or updaterecords in Financial Services Cloud6.
References:
Industry Integration Solutions
MuleSoft Anypoint Platform
OmniStudio IntegrationProcedures
Create an Integration Procedure
OmniStudio DataRaptors
Create a DataRaptor
NEW QUESTION # 109
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