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| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Identify requirements and define solution scope - Analyze business processes and system architecture - Determine compliance and regulatory considerations |
| Define and Design | 42% | - Security and access design
- Data model, objects, and relationships
|
| Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Configure core FSC features
- Initial setup and package installation - Automation and workflows
|
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NEW QUESTION # 67
A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?
Answer: B
Explanation:
The consultant should design the FlexCards as follows to meet the requirements:
Parent FlexCard with multiple Child Flex Cards and Card Actions. A Parent FlexCard is a construct in Financial Services Cloud that allows you to display information from one record in a card-like format on a Lightning page. A Child FlexCard is a construct in Financial Services Cloud that allows you to display information from related records in a card-like format within a Parent FlexCard. A Card Action is a construct in Financial Services Cloud that allows you to perform actions on a record from within a FlexCard, such as edit, delete, renew, or view details. You can use Parent FlexCards, Child FlexCards, and Card Actions to create an agent console that provides a 360-degree view of your customers and enables quick actions on their records. Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7] : SalesforceHelp Article [8]
NEW QUESTION # 68
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?
Answer: A,C,D
Explanation:
The following standard Insurance Platform components can digitally enable the core insurance operations of getting an insurance quote or submitting a claim:
Policy Administration, which is a component that allows users to manage the lifecycle of insurance policies, such as creating, renewing, canceling, or endorsing policies. By using Policy Administration, the consulting firm can enable customers to view and update their policy information online.
Claims Management, which is acomponent that allows users to manage the lifecycle of insurance claims, such as creating, investigating, adjusting, or settling claims. By using Claims Management, the consulting firm can enable customers to submit and track their claims online.
Quote, Rate, and Apply, which is a component that allows users to create and compare insurance quotes, calculate premiums and discounts, and apply for policies online. By usingQuote, Rate, and Apply, the consulting firm can enable customers to get an insurance quote online
NEW QUESTION # 69
The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?
Answer: C,D,E
Explanation:
Compliant Data Sharing (CDS)is a feature of Financial Services Cloud that lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies. Some of the things to consider when implementing CDSin Financial Services Cloud (FSC) are:
CDS in FSC allows record owners to grant access to their records to other FSC users. Record ownerscan use the Manage Participants component on record pages to share their records with other users who have relevant roles or permissions6.
CDS can only be applied to FSC objects and Account and Opportunity objects. CDS supports sharing for Account, Opportunity, Financial Account, Financial Holding, Financial Goal, Referral, Relationship Group, Action Plan Template, Action Plan, Action Item Template, Action Item, Interaction Summary, Interaction Summary Participant Role Assignment, Interaction Summary Participant Role Definition7.
To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model. This ensures that only record owners and users above them in the role hierarchy have access to the records by default8.
References:
Compliant Data Sharing
Work with Compliant Data Sharing
NEW QUESTION # 70
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
Answer: D
Explanation:
The appropriate Financial Services access level for Personal Banker users is the Financial Services Cloud Standard entitlement represented by option A.
Salesforce ' s Personal Banker configuration guidance instructs administrators to create the user with the Personal Banker profile and then assign the Financial Services Cloud Standard and Personal Banker Access permission sets. This combination supplies the Financial Services capabilities required by the retail-banking persona together with the persona-specific permissions required for personal-banking functionality.
The broader Agentforce Financial Services user-creation guidance follows the same access pattern. Personal Banker, Advisor, and Relationship Manager personas use Financial Services Cloud Standard together with their persona-specific permission sets.
Salesforce distinguishes between permission sets and permission set licenses. A permission set license extends the underlying Salesforce user license so that features covered by the purchased Financial Services product can be used, while permission sets grant the associated permissions. Users therefore need the applicable license entitlement as well as required permission assignments.
For the Personal Banker group described in the question, the Standard Financial Services entitlement is the appropriate baseline rather than the Basic, Foundations, or Extension alternatives.
NEW QUESTION # 71
What are two language-related limitations of Financial Services Cloud?
Answer: A,C
Explanation:
Predefined reciprocalroles are available only in English and Referral record type labels are supported only in English are two language-related limitations of Financial Services Cloud. Predefined reciprocal roles are the roles that define the relationship between two individual clients or between an individual client and a group.
For example, Spouse, Child, Parent, etc. These roles are not translated into other languages and cannot be edited or deleted. Referral record type labels are the labels that indicate the type of referral, such as Client Referral or Prospect Referral. These labels are also not translated into other languages and cannot be edited or deleted.References: [Predefined Reciprocal Roles], [Referral Record Type Labels]
NEW QUESTION # 72
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