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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Configure core FSC features
- Initial setup and package installation - Automation and workflows
|
| Topic 2: Discovery | 12% | - Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations |
| Topic 3: Define and Design | 42% | - User experience and interface design - Data migration and integration strategy - Data model, objects, and relationships
|
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NEW QUESTION # 14
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
Answer: C
Explanation:
To model a requirement where more than one person can be joint owners on a Financial Account, the Admin can map additional owners using the Financial Account Role. The Financial Account Role is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. By using Financial Account Role, the Admin can addmultiple owners to a Financial Account and specify their ownership percentage, primary status, and other details.
NEW QUESTION # 15
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
Answer: A,B,C
Explanation:
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queuesbased on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow upon the most promising leads.
NEW QUESTION # 16
s. The Bank of the Future wants its call center agents to be able to see person accounts but wants to restrict access to financial accounts to protect the privacy of its clients. Which two steps should an administrator take to ensure that all users can see person accounts but only specific users can view financial accounts?
Answer: A,C
Explanation:
The correct design uses Salesforce ' s Organization-Wide Defaults to establish different baseline visibility for customer records and sensitive financial records.
Person Accounts should have Public Read Only visibility so that users who have the required object-level permissions can view customer records throughout the organization. Public Read Only allows records to be viewed broadly while preventing unrestricted modification.
Financial Accounts contain sensitive information such as deposit accounts, investment accounts, loans, mortgages, credit cards, and other financial relationships. Their OWD should therefore be Private. With Private sharing, users do not automatically gain access merely because they can access the Financial Account object. Access can subsequently be expanded only to authorized users through record ownership, role hierarchy where appropriate, sharing rules, teams, manual sharing, Compliant Data Sharing, or other approved mechanisms.
Setting Financial Accounts to Public Read Only would expose them broadly and directly contradict the privacy requirement. Likewise, removing a Financial Accounts tab or component from a Lightning page is not a security mechanism. A user who retains record access could still retrieve the information through reports, search, APIs, related lists, or another Salesforce interface.
Therefore, Public Read Only for Person Accounts and Private for Financial Accounts provides the appropriate least-privilege foundation.
NEW QUESTION # 17
A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?
Answer: C
Explanation:
To document the current state business process for implementing Salesforce Financial Services Cloud, the consultant should create an end-to-end visual map of the process using personas, systems, inputs, and outcomes. A visual map is a tool that can help illustrate the flow of a business process from start to finish, showing the steps, decisions, and dependencies involved in each stage. A visual map can also include personas, systems, inputs, and outcomes to providemore context and detail for each step of the process.
Personas are fictional characters that represent the different roles or users that participate in or interact with the process. Systems are the tools or applications that are used to perform or supportthe process. Inputs are the data or information that are required or provided for each step of the process. Outcomes are the results or outputs that are achieved or delivered by each step of the process. Verified References: : Salesforce Help Article 3 : Salesforce Help Article [4]
NEW QUESTION # 18
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?
Answer: A,C,E
NEW QUESTION # 19
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