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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Integration and data exchange - Automation and workflows
|
| Topic 2: Discovery | 12% | - Identify requirements and define solution scope - Analyze business processes and system architecture - Determine compliance and regulatory considerations |
| Topic 3: Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy - Security and access design
|
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NEW QUESTION # 67
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: B,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 # 68
A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?
Answer: C
Explanation:
A screen flow is a type of flow that guides users through a seriesof screens to complete a task or collect information2. Screen flows can alsointeract with external systems using Apex actions or invocable actions3.
Inthis case, the consultant can create a screen flow that collects the caller's name and social security number from the agent, and then invokes an Apex action or an invocable action that makes a web service call to an external authentication service.
NEW QUESTION # 69
Which three related lists are visible within Actionable Relationship Center associated with the Account object?
Answer: A,C,D
Explanation:
The following related lists are visible within Actionable Relationship Center (ARC) associated with the Account object:
Client Financial Goals, which is a related list that displays the financial goals of the account, such as retirement, education, or debt payoff.
Financial Holdings, which is a related list that displays the financial accounts of the account, such as bank accounts, investment accounts, or insurance policies.
Household Financial Accounts, which is a related list that displays the financial accounts of the account's primary group, such as household or business group.
NEW QUESTION # 70
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?
Answer: A,B,E
Explanation:
The functionality that Rollup By Lookup (RBL) can provide for rolling up customer data at the client and group levels are as follows:
An RBL rule displays summary calculations of financial account information, such as account balances, networth, total assets, total liabilities, and so on1.
When you edit a financial account record or primary group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels1.
Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals, and Opportunities on the client and group pages1. Verified References: 1
NEW QUESTION # 71
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?
Answer: B
Explanation:
Reference: Discover Multiple Currency Settings Unit | Salesforce Trailhead Explanation: Multiple currencies is a feature of Salesforce that allows organizations to work with more than one currency in their records, reports, and forecasts. Multiple currencies can help organizations that operate in different countries or regions to manage their financial data in local currencies, while also providing a consistent view of the data in a single corporate currency. Advanced currency management is a feature of Salesforce that allows organizations to track historical exchange rates and apply them to records based on their close date. Advanced currency management can help organizations that deal with fluctuating exchange rates to accurately report on their revenue and performance over time.
To enable and apply multiple currencies, the administrator needs to do the following steps:
From Setup, in the Quick Find,search for Company Information, then select Company Information.
Click Edit.
Check Activate Multiple Currencies.
Click Save.
From Setup, in the Quick Find, search for Manage Currencies, then select Manage Currencies.
Click Enable Advanced Currency Management.
Click Save.
Set the corporate currency for the corporate headquarters office by editing the currency field on the account record.
NEW QUESTION # 72
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