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| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Initial setup and package installation - Integration and data exchange - Reporting, dashboards, and analytics - Configure core FSC features
|
| Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
| Define and Design | 42% | - User experience and interface design - Data migration and integration strategy - Security and access design
|
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NEW QUESTION # 77
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend?
Answer: A,B,C
Explanation:
Salesforce provides a layered integration architecture in which MuleSoft, OmniStudio Integration Procedures, and OmniStudio DataRaptors or Data Mappers can work together to connect Agentforce Financial Services with external core systems.
MuleSoft Anypoint Platform provides enterprise integration capabilities for connecting Salesforce with banking platforms, transactional systems, APIs, and other back-end applications. Financial Services integration guidance specifically references MuleSoft for bringing external financial-account and transaction information into Salesforce.
Integration Procedures are server-side OmniStudio processes designed to retrieve, transform, orchestrate, and save data without requiring direct user interaction. They can invoke HTTP endpoints, coordinate multiple actions in one server call, and connect OmniScripts or FlexCards to internal and external sources.
DataRaptors, now referred to as OmniStudio Data Mappers, provide declarative extraction, transformation, and persistence of Salesforce data. They commonly operate inside Integration Procedures and handle data mappings between Salesforce records and the JSON structures required by OmniStudio components.
Data Processing Engine is primarily intended for high-volume transformation and calculation workloads. Data Consumption Framework provides an external-data consumption architecture, but the integration- development capabilities specifically represented here are MuleSoft, Integration Procedures, and DataRaptors or Data Mappers.
NEW QUESTION # 78
Cumulus Bank is migrating its CRM software from a legacy application to Agentforce Financial Services.
The bank hired Salesforce Professional Services to configure/deploy the new Agentforce Financial Services org and migrate data. Which order should a consultant follow when performing the data migrations?
Answer: D
Explanation:
Financial Services data migration must respect the referential dependencies among customer, account, role, and transaction records. Therefore, the correct sequence is Individuals, then Financial Accounts, then Financial Account Roles, and finally Financial Account Transactions.
Individuals are loaded first because they represent the parties who ultimately own, participate in, or otherwise relate to financial accounts. Once those customer records exist, Financial Account records can be created and associated with their owners. Financial Account Role then describes how a person or organizational entity participates in that Financial Account-for example as primary owner, joint owner, beneficiary, or trustee.
The Financial Account Roles must therefore reference financial accounts and customer records that already exist. Salesforce also requires each Financial Account to have an active role representing a Primary Owner in configurations that use the managed-package model; missing ownership relationships can produce data- loading problems.
Financial Account Transactions logically follow the account structure because transaction records belong to established Financial Accounts. Loading parent and reference data before dependent transactional data minimizes lookup failures and preserves relationship integrity during migration.
NEW QUESTION # 79
A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller. What should the consultant do to fulfill the needed requirements?
Answer: C
Explanation:
A Screen Flow is the appropriate declarative solution because the process requires an internal agent to enter information into a guided form and then submit that information to an external service.
Screen Flow provides Screen elements that can capture temporary user-entered values such as the customer ' s full name and the last four digits of the Social Security number. Those values do not have to be stored in Salesforce simply because they are collected during the flow interview. They can remain flow variables used only for the authentication transaction.
Flow Builder can then invoke an external authentication service through an HTTP Callout, External Service action, Apex action, or another supported integration mechanism. The flow can send the supplied identity information, receive the authentication response, evaluate the result, and display an appropriate outcome to the customer service agent.
Screen Flows can also be launched from record-page quick actions, embedded directly on Lightning pages, or exposed through supported service-console experiences.
A custom Lightning web component or Canvas application would introduce unnecessary development for a requirement already supported declaratively. OmniScript is also capable of sophisticated guided interactions, but the requirement as stated maps directly to Salesforce ' s Screen Flow and external-callout capabilities.
NEW QUESTION # 80
An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
Answer: A,B,C
Explanation:
Reference: Track Client Interactions - Salesforce
Explanation: Interaction Summaries are records that capture the details of a client interaction, such as a meeting, a call, or an email. Interaction Summaries can be linked to Financial Deals, which are records that represent a business opportunity or transaction with a client. Interaction Summaries and Financial Deals can have participants, which are records that represent the people or groups involved in the interaction or deal.
Participants can have different roles, such as advisor, client, specialist, or decision maker. Participant Role is a custom object that defines the possible roles for participants.
NEW QUESTION # 81
A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?
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