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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - Data model, objects, and relationships
- User experience and interface design |
| Delivery and Configuration | 46% | - Configure core FSC features
- Automation and workflows
- Reporting, dashboards, and analytics |
| Discovery | 12% | - Identify requirements and define solution scope - Determine compliance and regulatory considerations - Analyze business processes and system architecture |
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NEW QUESTION # 93
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,D
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 # 94
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?
Answer: A,D,E
Explanation:
The following statements are true for Rollup By Lookup (RBL) in Financial Services Cloud:
An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances. You can use RBL rules to aggregate financial account data across different levels of client relationships.
The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels. You can use RBL configuration to define which fields are rolled up and howthey are calculated for each diem and group type.
Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules. RBL rules are complex and require extensive testing and validation. If you need to create or customize RBL rules, you should contact a certified Salesforce partner or consultant. Verified References: :
Salesforce Financial Services Cloud Implementation Guide, page 75. : Salesforce Financial Services Cloud Implementation Guide, page 76. : Salesforce Financial Services Cloud Implementation Guide, page 77.
NEW QUESTION # 95
A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection. What is the reason for this?
Answer: B
Explanation:
Chatter components in Lightning App Builder depend on Feed Tracking being enabled for the underlying object. Therefore, if the administrator edits the Action Plan Lightning record page before enabling feed tracking for Action Plan, Chatter-related components are not presented as available components.
Salesforce guidance states that Chatter Publisher, Chatter Feed, and Chatter components can be absent from Lightning App Builder when Feed Tracking is not enabled for the object. Once the administrator enables Feed Tracking through Setup, Feed Tracking, the Chatter components become available for placement on the object
' s Lightning record page.
Feed tracking serves two related purposes. It enables users to follow activity associated with a record, and it provides the object-level capability required for the Lightning Chatter feed experience. Salesforce supports configuring feed tracking for custom and managed-package objects where the feature is available.
This is independent of whether the administrator personally has the Action Plans permission set. The absence of the component in Lightning App Builder is a configuration issue rather than a user entitlement issue. Nor is there a separate Action Plan-specific Chatter switch that replaces standard Feed Tracking. Once Feed Tracking is enabled for Action Plan, the administrator can return to Lightning App Builder and add the required Chatter component.
NEW QUESTION # 96
Which three referral metrics aretracked with custom components included in Financial Services Cloud?
Answer: A,C,D
Explanation:
The following referral metrics are tracked withcustom components included in Financial Services Cloud:
Expressed interests: This metric shows the number of referrals that have a specific expressed interest, such as a mortgage, a credit card, or a checking account. You can use this metric to understandthe customer needs and interests that generate the most referrals.
My Top Referrers: This metric shows the top referrers who have created referrals for you, ranked by the number of referrals and the conversion rate. You can use this metric to identify andappreciate your best sources of business.
Referrals Assigned to me: This metric shows the number of referrals that are assigned to you and their status, such as New, In Progress, or Closed. You can use this metric to monitor and manage your referral pipeline and prioritize your follow-up actions. Verified References: : Salesforce Financial Services Cloud User Guide, page 40. : Salesforce Financial Services Cloud User Guide, page 41. : Salesforce Financial Services Cloud User Guide, page 42.
NEW QUESTION # 97
Which three processes are part of Claims Management?
Answer: B,D,E
Explanation:
The following processes are part of Claims Management:
Auto Adjudication, which is a process that allows claims to be processed automatically without humanintervention, based on predefined rules and criteria. Auto adjudication can improve the efficiency and accuracy of claims processing and reduce operational costs.
Reserve Management, which is a process that involves estimating and setting aside funds for future claims payments. Reserve management can help insurers manage their cash flow and solvency and comply with regulatory requirements.
Payment, which is a process that involves disbursing funds to claimants or providers after a claim has been approved. Payment can involve different methods, such as check, electronic funds transfer, or debit card.
Payment can affect the customer satisfaction and retention rate of insurers.
NEW QUESTION # 98
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