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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Integration and data exchange - Automation and workflows
- Initial setup and package installation |
| Topic 2: Discovery | 12% | - Determine compliance and regulatory considerations - Identify requirements and define solution scope - Analyze business processes and system architecture |
| Topic 3: Define and Design | 42% | - Security and access design
- Data model, objects, and relationships
|
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NEW QUESTION # 93
Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?
Answer: C
Explanation:
To create a relationship between Rachel and her attorney before assigning the reciprocal role of "Attorney", the Wealth Advisor should create a Contact-Contact Relationship between the primary member of the Adams Household and the attorney. A Contact-Contact Relationship is a junction object that links twocontacts or individuals and defines their relationship with each other2. By using Contact-Contact Relationship, the Wealth Advisor can capture Rachel's extended network of relationships with people outside of her household.
Verified References: 2
NEW QUESTION # 94
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?
Answer: B,C,D
Explanation:
Rollup By Lookup aggregates Financial Services data into higher-level summaries. A typical use case is calculating financial-account measures such as account balances and presenting those totals at the individual client or household or group level.
When a Financial Account or Primary Group membership changes, the RBL configuration updates the corresponding client-level and group-level summaries. This allows advisors and bankers to view aggregated financial information without manually totaling every related record.
Salesforce provides packaged RBL configurations for multiple Financial Services objects, including Assets and Liabilities, Claims, Financial Accounts, Financial Account Roles, Insurance Policies, and Revenues.
Household RBL rules use household lookups, while client-level financial-account rules use owner-related lookup fields.
Salesforce also warns that creation or customization of the managed-package Financial Services RBL rules is not recommended or supported. This makes statement D correct.
Person Accounts are not an absolute prerequisite for the RBL framework, so statement B is incorrect. RBL also performs aggregate calculations and can create meaningful processing overhead, particularly during high- volume data loads, so statement E is inaccurate.
Therefore, the technically correct statements are that RBL displays summary calculations, updates corresponding client and group summaries, and should not be custom-created or modified outside supported guidance.
NEW QUESTION # 95
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
Answer: C,D
Explanation:
The required architecture combines Document Generation with a DataRaptor, now called an OmniStudio Data Mapper in current Salesforce terminology.
Document Generation merges Salesforce or OmniStudio data into predefined document templates and can produce documents that are subsequently converted to PDF. It is designed for outputs such as forms, contracts, proposals, reports, and customer correspondence where variable information must be populated dynamically.
The DataRaptor or Data Mapper supplies the data used to populate the template. An Extract retrieves fields from Salesforce, while mapping capabilities connect those extracted values to document tokens. Salesforce document-generation architecture supports automatic resolution of template token data from configured mappings such as DataRaptor Extracts.
In this scenario, the customer ' s newly entered address must populate predetermined address placeholders in the generated document. Document Generation produces the document, while the DataRaptor or Data Mapper provides and maps the Salesforce data.
Calculation Procedures perform calculations, and Integration Procedures orchestrate integrations. Neither replaces the dedicated document-generation and data-mapping capabilities required to create the prefilled PDF.
NEW QUESTION # 96
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization ' s repetitive business processes.
Which use case is a suitable fit for Flow Builder?
Answer: B
Explanation:
A Screen Flow created in Flow Builder is specifically designed to collect information interactively from users.
Administrators can present screens containing inputs, choices, record fields, instructions, and other components and then use the submitted information to query, create, update, or otherwise process Salesforce data.
Salesforce supports several standard methods for distributing a screen flow to internal users. A flow can be embedded directly in a Lightning page, started through a button or action, exposed through a URL, or surfaced through supported Lightning components. This directly matches the requirement in option A.
The remaining options correspond more closely to other automation capabilities. Very-large-scale operations can require other asynchronous or batch-processing approaches when Flow execution limits are inappropriate.
Personalized recommendations can use dedicated decisioning or Next Best Action capabilities. Coordinating several flows across teams and individuals is characteristic of Flow Orchestration, which provides stages, steps, and work items rather than a standard standalone Flow Builder screen-flow use case.
For Agentforce Financial Services implementations, Screen Flow is particularly useful for guided internal processes such as identity verification, customer servicing, structured intake, and other processes in which an employee must enter information through a controlled user interface.
NEW QUESTION # 97
An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?
Answer: D
Explanation:
According to the Salesforce documentation1, record rollups at the group level allow you to aggregate information from related records for several objects in Financial Services Cloud. When you enable record rollups at the group level, all correspondingrecords are stamped with the Primary Group in the Rollup__c lookup field. This field is added to the Account, Contact, Account Contact Relationship, and Financial Account objects. You can then use this field to create reports and dashboards that show aggregated data for each group.
NEW QUESTION # 98
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