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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - User experience and interface design - Data model, objects, and relationships
- Security and access design
|
| Discovery | 12% | - Determine compliance and regulatory considerations - Analyze business processes and system architecture - Identify requirements and define solution scope |
| Delivery and Configuration | 46% | - Automation and workflows
- Integration and data exchange - Reporting, dashboards, and analytics |
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NEW QUESTION # 16
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?
Answer: B,C,D
Explanation:
The following options are available to view and update Account-Account, Account-Contact, and Contact- Contact Relationships in Financial Services Cloud:
Actionable Relationship Center: This is a Lightning component that displays a list of all the relationships for a client or a group. You can use it to view, create, edit, and delete relationships.
Relationship Map: This is a Lightning component that displays a graphical representation of all the relationships for a client or a group. You can use it to visualize and navigate the relationship network.
Group Members Component: This is a Lightning component that displays a list of all the members of agroup.
You can use it to view, add, and remove group members. Verified References: : Salesforce Financial Services Cloud User Guide, page 34. : Salesforce Financial Services Cloud User Guide, page 36. : Salesforce Financial Services Cloud User Guide, page38.
NEW QUESTION # 17
One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects. Which two considerations should the administrator include when configuring the report?
Answer: A,B
Explanation:
Branch Management provides reportable objects and predefined report structures that allow management to analyze branch activity, productivity, customer acquisition, and business performance. Salesforce identifies Banker, Branch Unit, Branch Unit Related Record, and Branch Unit Customer among the branch- management objects that can participate in reporting. Therefore, option B correctly describes the reporting data model.
Salesforce also provides report types such as Bankers with Branches with Opportunities, Accounts, Leads, and Contacts, enabling reporting against records associated with branch operations. These report types support analysis of operational records created or associated with particular branch units, making option A correct.
Option C reverses an important reporting limitation. When Branch Unit is used as the primary object, Branch Unit Customer and Branch Unit Related Record do not appear as selectable related objects. Salesforce recommends creating a report type where Branch Unit Customer or Branch Unit Related Record is itself the primary object and then grouping results by Branch Unit Name.
Branch Unit Related Records are specifically designed to track operational records associated with a branch and can be customized with additional fields and logic as needed.
NEW QUESTION # 18
What actions can a Wealth Advisor take from the Life Events card?
Answer: B,D,E
Explanation:
The Life Events experience is intended to turn significant customer events into actionable advisor workflows rather than merely display historical information. Within the supplied Financial Services curriculum, the advisor actions represented are Create Lead and Referral, Request Record Approval, and Create Opportunity.
Salesforce ' s Events and Milestones architecture implements this behavior through contextual actions.
Administrators can create actions on the Person Life Event object and expose those actions in the expanded event card. This allows an advisor to act immediately when a life event indicates a new service need, sales opportunity, referral opportunity, or internal process requirement.
For example, a life event can signal a need that should become an Opportunity, a requirement that should be routed to another line of business through a Lead or Referral, or an internal decision that requires an approval action. The action is launched in the context of the customer and the life event, helping maintain traceability between the event and the resulting business process.
The exact available actions can be tailored by the organization through configuration. The core design principle is that Life Events should translate customer insight into timely, trackable advisor actions rather than remain passive informational records.
NEW QUESTION # 19
During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?
Answer: A,D,E
Explanation:
Reference: Compliant Data Sharing in Financial Services Cloud | Salesforce Trailhead Explanation: Compliant Data Sharing (CDS) is a feature of Financial Services Cloud that allows granular control over access to sensitive data in Account and Opportunity objects. CDS can help financial services companies comply with regulations and policies that restrict data visibility based on user roles. Some considerations regarding CDS are:
Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features. Participant Roles are custom objects that define the possible roles for users who need access to Account or Opportunity records. For example, a Participant Role can be Advisor, Client, Specialist, or Decision Maker. Each Participant Role has an associated access level that determines what data fields the usercan view or edit. For example, an Advisor can have full access to all fields, while a Client can have read- only access to some fields.
Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
CDS is not enabledby default in Financial Services Cloud. To enable CDS, compliance managers or administrators need to create an integration definition record for each object that they want to enable CDS for.
An integration definition record specifies the object name, thefield name that contains sensitive data (such as Notes), the field name that contains the record owner (such as OwnerId), and the field name that contains the record type (such as RecordTypeId).
Role Hierarchy-based sharing is disabled by default in CDS.Role Hierarchy is a feature of Salesforce that allows users to inherit access to records from their managers or peers in the role hierarchy. For example, if a user has access to an Account record, their manager also has access to that record by default. However, in CDS, role hierarchy-based sharing is disabled by default for Account and Opportunity objects. This means that users do not inherit access to records from their role hierarchy unless they are explicitly granted access through Participant Roles orother sharing features.
NEW QUESTION # 20
A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?
Answer: C
Explanation:
Consent Management for Financial Services Cloud is a feature that helps financial institutions honor and respect their customers' wishes when they request only specific forms of contact from their company or opt- out of certain types of data-sharing. This feature helps institutions comply with the data protection and privacy regulations that apply to their company11. A consultant can suggest the following actions to implement Consent Management for Financial Services Cloud:
Set up trackingand storage of certain dataprivacy preferences: This involves creating data privacy records for customers who have opted out of certain types of communication or data-sharing, and selecting the appropriate options in the record to indicate their preferences12.
Use the Consent API: This is an API that lets users query,create, update, or delete consent records for customers who have given or withdrawn their consent for certain types of communication or data-sharing.
Protect your Salesforce organization: This involves setting up organization-wide sharing settings, encryption, field-level security, and other measures to ensure that only authorized users can access or modify customer data according to their consent preferences.
References:
Consent Management for Financial Services Cloud
Set Up Tracking and Storage of Certain Data Privacy Preferences
[Use the Consent API]
[Protect Your Salesforce Organization]
NEW QUESTION # 21
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