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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - Security and access design
- User experience and interface design - Data model, objects, and relationships
|
| Discovery | 12% | - Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations |
| Delivery and Configuration | 46% | - Automation and workflows
- Configure core FSC features
- Integration and data exchange |
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NEW QUESTION # 58
A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?
Answer: A,B,C
NEW QUESTION # 59
A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
Answer: B,C,E
Explanation:
The following activities should be prioritized by the implementation team during planning for designing the Financial Services Cloud implementation:
Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on. Integrations are the connections or interactions that allow data or functionality to flow between different systems or platforms. You should prepare for integrations with your existing or new systems or platforms that support your business processes, such as transactional systems, external data sources, custodians, or other platforms. You should also consider the integration methods, tools, requirements, and challenges that you will need to address during the implementation.
Beyond the preconfigured settings, evaluate whether they need advanced customizations. Customizations are the changes or modifications that you make to Salesforce to meet your specific business needs or preferences.
You should evaluate whether you need advanced customizations beyond the preconfigured settings that Financial Services Cloud provides out of the box, such as custom objects, fields, formulas, validation rules, workflows, triggers, or components. You should also consider the impact, benefits, and risks of your customizations on your data model, user interface, performance, security, or maintenance.
Review the out-of-the-box capabilities and compare them to the company's current needs. Out-of-the-box capabilities are the features or functions that Financial Services Cloud offers without any customizations or configurations. You should review the out-of-the-box capabilities and compare them to your company's current needs and expectations. You should also identify any gaps or opportunities for improvement that you can address with configurations or customizations during the implementation. Verified References: :
Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]
NEW QUESTION # 60
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
Answer: A,B,C
Explanation:
The following types of Account-Account relationships are displayed in the Actionable Relationship Center (ARC):
Accounts & Businesses: This type of relationship shows the accounts that are related to a business account, such as owners, partners, or beneficiaries. You can use this type of relationship to understand the ownershipstructure and financial interests of a business account.
Accounts & Peers: This type of relationship shows the accounts that are related to another account by a peer- to-peer relationship, such as friends, colleagues, or associates. You can use this type ofrelationship to identify potential referrals and cross-selling opportunities from an account's network.
Accounts & Groups: This type of relationship shows the accounts that are related to a group account, such as household members, trust members, or business group members. You can use this type of relationship to view the aggregated financial data and activities of a groupaccount. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 3 : SalesforceHelp Article 4
NEW QUESTION # 61
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff. Which three functions should be added to the Delegated Administrator group?
Answer: B,C,D
Explanation:
Delegated Administration allows selected business users to perform a controlled subset of administrative functions without receiving unrestricted System Administrator authority. The capability is therefore suitable for franchise administration where local administrators need to support their users but must remain constrained to a defined administrative scope.
Delegated administrators can administer users within the roles and subordinate roles specified in their delegated group. Appropriately configured delegated administrators can perform user-management operations, including unlocking users, when the necessary permissions are granted.
Delegated administration also supports management of designated public groups. A delegated administrator can create or maintain membership for public groups made available within the delegated-administration configuration, allowing franchise administrators to manage group membership without receiving organization- wide administration rights.
Salesforce additionally allows delegated administrators to assign or remove permitted permission sets for users within the delegated group. The assignable permission sets must be explicitly included in the delegated group ' s configuration.
Changing organization-wide sharing defaults is an organization-level security architecture function and is not an appropriate delegated administrative capability. OWD changes could alter record access across the entire organization and therefore remain under higher-level administrative control.
NEW QUESTION # 62
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?
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