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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - Data migration and integration strategy - Security and access design
|
| Discovery | 12% | - Identify requirements and define solution scope - Determine compliance and regulatory considerations - Analyze business processes and system architecture |
| Delivery and Configuration | 46% | - Configure core FSC features
- Automation and workflows
- Reporting, dashboards, and analytics |
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NEW QUESTION # 30
A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?
Answer: A
Explanation:
To set up a permission set for Actionable Relationship Center (ARC), the administrator should selectFSC Standard as the license on the Permission Set setup page. FSC Standard is a permission set license that enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects and features, including ARC1. By selecting FSC Standard as the license, the administrator can grant users access to ARC and its related objects and fields
NEW QUESTION # 31
A company wants to convert its Agentforce Financial Services implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
Answer: A,C,E
Explanation:
Salesforce imposes specific data-integrity requirements before individual-model Account and Contact records can be converted into Person Accounts. First, every individual account being transformed must have only one direct Account Contact Relationship and one associated Contact. This is necessary because the resulting Person Account combines the Account and individual Contact information into a single person-oriented record.
The account must also not be the parent of another Account. Salesforce requires the Account ' s Parent Account field to be blank and explicitly states that an account being converted cannot be the parent account of any other Account records.
The conversion should also be tested comprehensively in a sandbox. Salesforce describes the conversion as irreversible and instructs organizations to create a sandbox first so they can evaluate the effects of Person Accounts on technical architecture, integrations, automation, and customizations.
Additional documented requirements include matching Account and Contact owners, matching currency values where applicable, ensuring that the Contact ' s Reports To field is blank, and ensuring that no other contacts report to that Contact. There is no requirement for the Account Phone field to be blank, nor does Salesforce require linked Opportunities to be reassigned to the Account owner as a conversion prerequisite.
Therefore, A, B, and E are the mandatory preparations represented in the answer choices.
NEW QUESTION # 32
Which three objects should an Agentforce Financial Services administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
Answer: A,C,E
Explanation:
The Mortgage Data Model connects the prospective borrower, financial position, and sales pipeline through Account, Assets and Liabilities, and Opportunity. These objects collectively provide the core CRM context required when Salesforce integrates with external loan-origination and onboarding platforms.
The Account represents the borrower or customer relationship and provides the customer context against which mortgage activity is tracked. Assets and Liabilities capture the applicant ' s financial position, including assets, debts, and other obligations, which is critical during mortgage qualification and underwriting.
Opportunity represents the commercial pipeline component. Financial Services uses standard Leads and Opportunities to represent prospects and opportunities to provide customers with financial products.
Using Opportunity allows mortgage activity to participate in normal pipeline tracking, stages, reporting, and forecasting while the dedicated mortgage objects maintain detailed application information. Financial Account represents an established financial product relationship rather than the primary pre-origination pipeline object. Case is intended for service and support management.
Consequently, Account, Assets and Liabilities, and Opportunity provide the appropriate surrounding objects for integrating mortgage origination and onboarding while accurately tracking prospective business through the pipeline.
NEW QUESTION # 33
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?
Answer: D
Explanation:
The Admin can change the color of important life events to red by using custom CSS in aLightning App Builder theme layout component. This way, the agents can quickly scan the Life Events component and find the information they need without much effort. The color red can draw attention and indicate urgency or importance for certain life events.
NEW QUESTION # 34
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers ' lives. What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
Answer: C
Explanation:
Agentforce Financial Services supports this requirement through Unique event types. Events and Milestones provide advisors with an at-a-glance view of significant customer life events and business milestones so that they can understand changing client needs and identify timely engagement opportunities.
For an event that should logically occur only once for a customer, the administrator can mark its Event Type as Unique. Salesforce specifically states that this setting is intended to prevent users from accidentally creating more than one occurrence of the same unique event type.
The configuration is performed on the Person Life Event object ' s Event Type field. The administrator edits the relevant picklist value and selects Unique. Business milestones can be configured similarly by working with the appropriate milestone type. Salesforce also supports activating or deactivating event types, hiding sensitive events, defining contextual actions, changing icons, and controlling the details displayed when users interact with an event or milestone.
Once-in-a-Lifetime, Special, and Single are not the Salesforce configuration designation tested here. The supported mechanism is explicitly the Unique setting.
NEW QUESTION # 35
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