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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Define and Design | 42% | - User experience and interface design - Data model, objects, and relationships
- Security and access design
|
| Topic 2: Delivery and Configuration | 46% | - Initial setup and package installation - Reporting, dashboards, and analytics - Configure core FSC features
- Automation and workflows
|
| Topic 3: Discovery | 12% | - Determine compliance and regulatory considerations - Analyze business processes and system architecture - Identify requirements and define solution scope |
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NEW QUESTION # 11
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?
Answer: C,D,E
Explanation:
Reference: Transform the Individual Data Model to Person Accounts in Financial Services Cloud Explanation: To prepare for converting from the individual account model to person accounts in Financial Services Cloud, the consultant should do the following tasks:
Ensure all individual account records to be converted are only linked to exactly one contact record. A person account is a combination of an account and a contact record that represents an individual customer. To convert an individual account record to a person account record, the individual account record must have exactly one contact record related to it. If an individual account record hasno contact records or more than one contact records related to it, it cannot be converted to a person account record.
Test out the conversion in a sandbox, including all integrations and customizations. A sandbox is a copy of a Salesforce org that can beused for testing and development purposes. Before converting from the individual account model to person accounts in production, the consultant should test out the conversion process in a sandbox to ensure that it works as expected and does not cause any errors or issues with existing integrations and customizations.
Ensure each individual account to be converted is not a parent account of any other account records. A parent account is an account record that has one or more child accounts related to it by ahierarchical relationship. To convert an individual account record to a person account record, the individual account record must not be a parent account of any other account records. If an individual account record is a parent account of any other account records, it cannot be converted to a person account record.
NEW QUESTION # 12
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Answer: C
Explanation:
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 58.
NEW QUESTION # 13
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?
Answer: C,E
Explanation:
The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the childand a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create arecord for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referralsto create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloudthat allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified References: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 33.
NEW QUESTION # 14
An insurance company aims to improve a call center ' s productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
Answer: B
Explanation:
The consultant should use the packaged Insurance Flow Templates and associated guided insurance service processes rather than creating a custom user interface from scratch. Salesforce ' s insurance capabilities provide prebuilt guided processes that standardize common policy-servicing activities and reduce the amount of manual navigation and data entry required by service representatives.
Current Agentforce Financial Services documentation continues this architecture through prebuilt insurance service-process templates. These templates provide ready-made process attributes, intake forms, and fulfillment flows and are intended to accelerate insurance service delivery across assisted and self-service channels.
Premium-payment servicing is a concrete example. Salesforce supplies guided processes in which an agent selects the active policy, reviews the current premium due date and frequency, selects the new payment frequency and effective date, and submits the change through an OmniScript. Insurance policy processes similarly use OmniScripts to guide users through payment-plan information and payment-frequency selection.
This packaged approach is preferable to custom Lightning web components because it reduces development and maintenance while enforcing consistent data capture. An Action Plan manages tasks and deadlines but does not replace a guided data-entry process for updating beneficiary or premium-payment information.
NEW QUESTION # 15
A financial services company must add details to the default business hours record. For companywide holidays, the company wants the option to skip nonwork days in Action Plan when setting task completion dates. What should the administrator configure to meet the requirement? What should the administrator configure to meet the requirement?
Answer: B
Explanation:
Action Plans can calculate task due dates while excluding configured nonworking days. Salesforce requires administrators to define working and nonworking time in the organization ' s default Business Hours record.
To designate a day as nonworking, the administrator leaves that day ' s start and end time fields blank. This is the method used to identify a nonworking day for Action Plan date calculations.
Companywide holidays are configured separately under Setup, Holidays. Importantly, recurring holidays are not treated the same way for Action Plan nonwork-day calculations, so administrators must configure applicable holidays in the supported form rather than assuming recurring-holiday settings will automatically be skipped.
After business hours and holidays are configured, Action Plans can use Skip Nonwork Days when calculating task completion-date offsets. This ensures that tasks with relative due dates do not fall on organizational nonworking days where the feature is configured accordingly.
No automatic configuration occurs merely because Action Plans are enabled. The administrator must establish the working calendar correctly. Therefore, leaving start and end times blank for a nonworking day is the required business-hours configuration.
NEW QUESTION # 16
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