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| Section | Objectives |
|---|---|
| Topic 1: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 2: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 3: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 4: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
| Topic 5: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
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NEW QUESTION # 40
Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
Answer: A,D
Explanation:
The following things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private:
The share table records are deleted, which means that any sharing access granted by the opportunity participants is revoked.
The opportunity participant records are not deleted, which means that they still exist on the opportunity record and can be viewed by users who have access to the opportunity.
NEW QUESTION # 41
OmniScript represents processes with fast, personalized, and consistent responses. This type extends the metadata type and inherits its fullname field. To use the OmniScript metadata type, what should the administrator enable in the Salesforce org?
Answer: B
Explanation:
The administrator should enable Discovery Framework. Within Agentforce Financial Services, Discovery Framework provides the questionnaire and assessment infrastructure used to construct guided customer- information collection processes. OmniScripts are central to this architecture because they provide the interactive user experience through which assessment questions are presented and responses are captured.
Salesforce ' s setup process requires administrators to enable Discovery Framework from Setup and then configure the relevant general settings. Associated settings can include Enhanced Questions, import or export capabilities, and sample templates. The sample templates themselves can contain OmniScripts, Integration Procedures, Data Mappers, and assessment questions.
When an assessment is built with Discovery Framework, Salesforce can generate an OmniScript of type Discovery Framework, which can then be opened in OmniScript Designer and further configured.
Einstein Relationship Insights serves a different analytical purpose and does not enable the OmniScript metadata capability. Lightning Experience provides the overall user interface but is not the feature switch required by this scenario. Likewise, a custom domain can be required for various Salesforce platform capabilities but does not establish the Discovery Framework and OmniScript assessment architecture.
Enabling Discovery Framework is therefore the required configuration.
NEW QUESTION # 42
A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulations when customers contact the bank. Which two features should a consultant leverage to design this business process?
Answer: A,C
Explanation:
Current Agentforce Financial Services identity-verification architecture relies on Flows or Screen Flows and OmniStudio to guide service representatives through caller verification and integrate with verification services.
Salesforce provides identity-verification flow templates for call-center scenarios. A Verify Customer Identity flow can be added to an Engagement Interaction Lightning record page so an agent can launch a structured verification process while handling the customer ' s interaction. Salesforce also supplies Flow Screen Components for customer search and identity verification, enabling administrators to build Screen Flows tailored to the organization ' s verification requirements.
OmniStudio provides the complementary guided experience and integration architecture used throughout Agentforce Financial Services. External identity-verification requests can be initiated from a Flow or from an Integration Procedure inside an OmniScript, enabling secure orchestration with third-party identity- verification and AML providers.
Process Builder is not the appropriate current architecture for new process automation; Salesforce ' s modern implementation model centers on Flow. Discovery Framework focuses on assessments, questionnaires, and onboarding data collection rather than being the principal call-center identity-verification user experience.
Accordingly, Screen Flows and OmniStudio provide the guided interaction and integration capabilities required to build a modern identity-verification process.
NEW QUESTION # 43
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?
Answer: A
Explanation:
My Domain is a feature in Salesforce that allows you to create a subdomain for your org. You need to enable My Domain to access Financial ServicesCloud Lightning Components, such as Actionable Relationship Center, Relationship Map, Life Events & Business Milestones, etc. To enable My Domain, you need to do the following:
Register a subdomain using the My Domain wizard in Setup > My Domain.
Deploy itto your users after testing it in your sandbox or developer org. Verified References: : Salesforce Help Article [7]
NEW QUESTION # 44
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: A,B,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 # 45
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