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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Identify requirements and define solution scope - Analyze business processes and system architecture - Determine compliance and regulatory considerations |
| Topic 2: Define and Design | 42% | - Data migration and integration strategy - Security and access design
|
| Topic 3: Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Automation and workflows
- Integration and data exchange - Configure core FSC features
|
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NEW QUESTION # 71
Which three related lists are visible within the Actionable Relationship Center associated with the Account object?
Answer: A,C,D
Explanation:
Reference: View Preconfigured ARCGraphs (Original ARC) - Salesforce
Explanation: The Actionable Relationship Center (ARC) is a feature of FSC that allows users to view their customers' relationships in an easy-to-navigate graph. ARC helps users understand relationships between people, groups, accounts, contacts, opportunities, deals, and other records. ARC also allows users to view and manage related lists for each node in the graph.Related lists are collections of records that are related to another record by a lookup or master-detail relationship.
The related lists that are visible within ARC depend on the node type and configuration. For example, for an Account node with Householdrecord type, some of the related lists that are visible are:
Household Financial Accounts: This related list shows all the financial accounts that are related to the household members by either ownership or beneficiary relationships.
Cases: This related list shows all the cases that are related to the household account or its members.
Client Financial Goals: This related list shows all the financial goals that are related to the household account or its members.
Other related lists that can be visible fordifferent node types include:
Contacts
Opportunities
Financial Deals
Interaction Summaries
Action Plans
Notes
Attachments
NEW QUESTION # 72
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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