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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Determine compliance and regulatory considerations - Identify requirements and define solution scope - Analyze business processes and system architecture |
| Topic 2: Delivery and Configuration | 46% | - Initial setup and package installation - Integration and data exchange - Reporting, dashboards, and analytics - Automation and workflows
|
| Topic 3: Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy |
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NEW QUESTION # 72
s. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?
Answer: A,B
Explanation:
A system-to-system API integration should operate through a dedicated integration user whose access is limited to the permissions required by that integration. Salesforce recommends creating a distinct user for each integration because this improves traceability, isolates credentials, enforces least privilege, and limits the impact if an integration account is compromised.
The integration identity should also be configured for API-only access. An API-only profile prevents interactive Salesforce UI access while allowing the external system to authenticate and perform permitted API operations. Current Salesforce architecture also provides the Minimum Access - API Only Integrations profile for the Salesforce Integration user license.
The required object, field, and system permissions should then be granted through appropriately scoped permission sets or permission-set groups. This provides tighter control than assigning the System Administrator profile.
Options C and D violate the principle of least privilege. A System Administrator profile provides substantially more capability than a risk-control integration should require, and changing that profile to API-only would also be inappropriate because it affects users assigned to that profile.
The correct security pattern is therefore a dedicated Integration User with API-only profile access, plus narrowly tailored permission assignments for the objects and API operations required by the external risk- control system.
NEW QUESTION # 73
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: B
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 # 74
What should a Financial Advisor use to model the relationship between a business contact and a client that is modelled as a person account? Contact-Contact Relationship and the Reciprocal Role What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
Answer: A
Explanation:
A relationship between an individual represented by a Person Account and another individual Contact is modeled through a Contact-Contact Relationship, with a Reciprocal Role describing the semantic meaning of that relationship.
A Person Account combines Account and Contact characteristics, but Salesforce maintains an underlying Contact identity for relationship modeling. Contact-Contact Relationship is specifically the structure used to represent a relationship between two individual contacts. Reciprocal roles define the complementary meanings of the two sides of a relationship-for example, Parent and Child or Client and Attorney.
Financial Services relationship visualization also depends on Contact-Contact Relationship and reciprocal role data when displaying person-to-person relationships in relationship components such as Actionable Relationship Center.
Account-Account Relationship is intended to relate two business-account entities, such as a household and a company or two businesses. Account-Contact Relationship is used primarily for relationships between a person and a business or group, for example household membership or an employment relationship.
Here, both ends represent people: the client is a Person Account with an underlying Contact, and the business contact is another Contact. Consequently, Contact-Contact Relationship holds the relationship record and the Reciprocal Role defines its meaning and inverse relationship.
NEW QUESTION # 75
Which three permission sets grant access or extend permissions for record alerts in Agentforce Financial Services?
Answer: A,B,C
Explanation:
Record Alerts are designed to surface actionable notifications directly in the context of client and financial records. They can represent information maintained in Salesforce or supplied by external banking systems and can be displayed through OmniStudio-based components. Consequently, the access model spans both Agentforce Financial Services permissions and OmniStudio runtime capabilities.
The Financial Services Cloud Foundations permission set supplies access to common Financial Services capabilities and the underlying objects required by features such as Record Alerts. The Financial Services Cloud Standard permission model provides access to standard Financial Services functionality and components used by licensed Financial Services users. The OmniStudio User permission set extends runtime access to the OmniStudio capabilities used by Financial Services implementations, including the components through which alerts can be surfaced.
Salesforce separates ordinary feature consumption from administrative design responsibilities. OmniStudio administrative permissions are associated with configuration and management of artifacts such as FlexCards and Integration Procedures rather than representing the ordinary Financial Services end-user permission layer tested by this question. Record Alerts themselves support alert severity, categories, snoozing, dismissal, external-system data, and hierarchical presentation of related alerts.
NEW QUESTION # 76
Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?
Answer: B
Explanation:
To speed up and simplify Referral creation in Salesforce, the Admin can use Global Action to create Referrals. Global Actions are actions that let users create records without leaving their current page or context. By using Global Actions, the Admin can enable Hank to create Referrals from any page in Salesforce, such as Chatter, Home, or Account pages. The Admin can also customize the layout and fields of the Global Action to capture only relevant information for Referrals
NEW QUESTION # 77
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