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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Determine compliance and regulatory considerations - Identify requirements and define solution scope - Analyze business processes and system architecture |
| Topic 2: Delivery and Configuration | 46% | - Initial setup and package installation - Configure core FSC features
- Reporting, dashboards, and analytics |
| Topic 3: Define and Design | 42% | - Data migration and integration strategy - Security and access design
|
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NEW QUESTION # 59
What step is required to give users access to the FinancialServices Cloud Commercial Banking features?
Answer: B
Explanation:
To give users access to the Financial Services Cloud Commercial Banking features, such as Commercial Banking Console Lightning app, Referrals List component, and Treasury Services object, the Admin needs to assign permission sets to the users. Permission setsare collections of settings and permissions that give users access to various tools and functions4. The Admin can use the following permission sets to enable Commercial Banking features for the users4:
FSC Commercial Banking Console User: This permission set givesusers access to the Commercial Banking Console Lightning app, which is a custom app that provides a unified view of commercial banking clients and their financial needs4.
FSC Commercial Banking Referrals User: This permission set gives users access to the Referrals List component, which is a Lightning component that displays a list of referrals related to a business account4.
FSC Commercial Banking Treasury Services User: This permission set gives users access to the Treasury Services object, which is a custom object that represents a treasury service product or offering that a commercial banking client uses or is interested in4. Verified References: 4
NEW QUESTION # 60
The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?
Answer: A,D,E
Explanation:
The following value outcomes should the company's stakeholders expect from implementing Salesforce Financial Services Cloud (FSC):
Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC.
This outcome means that the company improved its customer satisfaction (CSAT) and net promoter score (NPS) metrics by providing customized and relevant interactions with customers, reducing their waiting time by handling cases more efficiently, and offering self-service options through chatbots powered by artificial intelligence.
Improved customeronboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans. This outcome means that the company enhanced its customer onboarding process by speeding up and streamlining the document management and approvalworkflow using Action Plans, which are features that allow users to create templates for common client processes, such as account opening, loan application, or financial review.
Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page. This outcome means that the company increased its advisor productivity by providing them with a daily task list that shows their priorities and action items, a client life eventscomponent that shows important events in their clients' lives, an opportunities component that shows potential sales deals, and an aggregated household information component that shows a holistic view of their clients' financial situation, all on the FSCHome Page
NEW QUESTION # 61
s. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?
Answer: A,C
Explanation:
A system-to-system API integration should operate through a dedicated integration user whose access is limited to the permissions required by that integration. Salesforce recommends creating a distinct user for each integration because this improves traceability, isolates credentials, enforces least privilege, and limits the impact if an integration account is compromised.
The integration identity should also be configured for API-only access. An API-only profile prevents interactive Salesforce UI access while allowing the external system to authenticate and perform permitted API operations. Current Salesforce architecture also provides the Minimum Access - API Only Integrations profile for the Salesforce Integration user license.
The required object, field, and system permissions should then be granted through appropriately scoped permission sets or permission-set groups. This provides tighter control than assigning the System Administrator profile.
Options C and D violate the principle of least privilege. A System Administrator profile provides substantially more capability than a risk-control integration should require, and changing that profile to API-only would also be inappropriate because it affects users assigned to that profile.
The correct security pattern is therefore a dedicated Integration User with API-only profile access, plus narrowly tailored permission assignments for the objects and API operations required by the external risk- control system.
NEW QUESTION # 62
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)
Answer: A,C
Explanation:
Hank can see Action Plan Tasks in two places:
Onthe related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all thetasks assigned to him across different accounts and filter them by various criteria.
NEW QUESTION # 63
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive. Which three options should a consultant recommend?
Answer: C,D,E
Explanation:
The requirement distinguishes between generally accessible interaction metadata and sensitive detailed notes.
In Agentforce Financial Services, those detailed notes are represented by Interaction Summaries, making the security configuration for Interaction Summary the primary concern.
Salesforce supports Compliant Data Sharing for Interaction Summary. After CDS is enabled, users can add specific users or groups as Interaction Summary Participants and assign participant roles that define their record-level access. The Manage Participants component supports precisely this controlled-sharing pattern.
Role hierarchy requires particular attention because Interaction Summary records are Private by default, but Grant Access Using Hierarchies is normally enabled. For controlled Interaction Summary access, administrators disable Role Hierarchy-Based Sharing for Interaction Summary and then enable CDS for the Interaction Summary object. This prevents confidential notes from automatically becoming visible to managers merely because they sit above the record owner in the hierarchy.
The Interaction record itself can retain non-sensitive information such as meeting dates and attendees without applying the same restrictive model to the detailed notes. Interaction Summary is specifically designed for structured note-taking with compliant, role-based sharing.
Accordingly, the solution is to use Interaction Summary Participants, enable CDS for Interaction Summaries, and disable hierarchy-based sharing for those Interaction Summary records.
NEW QUESTION # 64
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