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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Integration and data exchange - Initial setup and package installation - Configure core FSC features
- Automation and workflows
|
| Topic 2: Define and Design | 42% | - Security and access design
- User experience and interface design |
| Topic 3: Discovery | 12% | - Determine compliance and regulatory considerations - Analyze business processes and system architecture - Identify requirements and define solution scope |
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NEW QUESTION # 19
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: B,C
Explanation:
To ensure the correct profiles and permissions for an API integration between Salesforce and a risk control system, the consultant should do the following steps:
Create a dedicatedIntegration User that will be used to authenticate and authorize the API calls between Salesforce and the risk control system. The Integration User should have a unique username, password, and security token that are not shared with other users or systems.The Integration User should also have the minimum permissions and access settings required to perform the integration tasks.
Create a new custom profile and ensure API Only is selected. The API Only option restricts the user from logging in to the Salesforce user interface, but allows the user to access the Salesforce API. The custom profile should also have the appropriate object permissions, field-level security, record types, page layouts, and other settings that are relevant for the integration. The custom profile should be assigned to the Integration User.
NEW QUESTION # 20
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?
Answer: A
Explanation:
Reference: Financial Services Cloud Permission Set Licenses - Salesforce Explanation: Permission set licenses are a way to grant additional permissions and access settings to users based on their job function or role. Permission set licenses can extend the functionality of the user's existing license type without changing it. Financial Services Cloud provides four permission set licenses that correspond todifferent user personas and use cases:
FSC Foundations: This permission set license grants access to basic Financial Services Cloud features, such as Client Segmentation, Relationship Groups, Relationship Map, Financial Accounts, Financial Goals, and Financial Summary. This permission set license is suitable for users who need to view and manage client data and relationships, such as personal bankers or service representatives.
FSC Basic: This permission set license grants access to advanced Financial Services Cloud features, such as Action Plans, Interaction Summaries, Interaction Participants, Financial Deals, Financial Deal Participants, and Record Alerts. This permission set license is suitable for users who need to track and execute client interactionsand transactions, such as advisors or specialists.
FSC Extension: This permission set license grants access to additional Financial Services Cloud features that are not included in the other permission set licenses, such as Household Rollups and CompliantData Sharing.
This permission set license is suitable for users who need to perform complex calculations or comply with data regulations, such as analysts or compliance managers.
FSC Standard: This permission set license grants access to all Financial Services Cloud features that are included in the other permission set licenses. This permission set license is suitable for users who need full access and functionality of Financial Services Cloud, such as super users or administrators.
NEW QUESTION # 21
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)
Answer: B,C
Explanation:
Hank can see Action Plan Tasks in two places:
Onthe related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all thetasks assigned to him across different accounts and filter them by various criteria.
NEW QUESTION # 22
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?
Answer: D
Explanation:
A Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use Relationship Groups to link duplicate client records and create a consolidated view of their financial data, activities, and interactions. You can also use Relationship Groups to sync data between Salesforce and the source system using external IDs and integration tools. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 67.
NEW QUESTION # 23
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?
Answer: D
Explanation:
Financial Account Management provides the Agentforce Financial Services data model and user experience used to represent and manage customers ' financial-product relationships. A Financial Account can represent a checking or savings account, investment account, credit card, mortgage, loan, or another financial product.
Related objects can represent account parties, balances, addresses, transactions, and associated information.
Salesforce ' s Financial Services architecture provides Financial Account and associated objects specifically to model financial accounts and their related information. Administrators provide appropriate permissions to advisors, personal bankers, integration users, or other personas that require access.
Financial Services also provides Financial Account Summary experiences on the customer ' s Account page.
Advisors can use them to view financial account details and related information in the context of the client relationship. This creates the consolidated account-level visibility financial advisors need for servicing and relationship management.
Performance reporting analyzes business results but is not the underlying client-account management capability. Client onboarding handles customer acquisition and setup processes. Opportunity management addresses potential sales or revenue-generating activities rather than established client financial products.
Therefore, Financial Account Management is the feature directly responsible for representing, tracking, and servicing customers ' financial accounts.
NEW QUESTION # 24
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