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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Define and Design | 42% | - Data model, objects, and relationships
- User experience and interface design |
| Topic 2: Delivery and Configuration | 46% | - Initial setup and package installation - Reporting, dashboards, and analytics - Integration and data exchange - Configure core FSC features
|
| Topic 3: Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
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NEW QUESTION # 28
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: C
Explanation:
Feed tracking has to be enabled for the Action Plan object in order to add a Chatter component to the Action Plan Lightning record page. Feed tracking allows you to see updates on records in Chatter feeds. You can enable feed tracking for custom objects, such as Action Plan, from the setup menu. Once feed tracking is enabled, you can add Chatter components, such as Feed or Publisher, to the record page using the Lightning App Builder.References: [Feed Tracking], [Chatter Components]
NEW QUESTION # 29
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?
Answer: D
Explanation:
To hide highly sensitive Life Events or Business Milestones until they happen, the Admin can hide them on the Events & Business Milestones Lightning Component page properties. The Events & Business Milestones Lightning Component isa component that displays a timeline of life events and business milestones for a client or a group. The Admin can use the page properties to customize the component and select which event types or milestone types to show or hide on the timeline2.Verified References: 2
NEW QUESTION # 30
A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?
Answer: D
Explanation:
The solution that the consultant should suggest the client explore to improve its clients' documentation submission and tracking is the Send Documents flow for Retail Banking. The Send Documentsflow for Retail Banking is a prebuilt flow that allows users to send documents requests to clients via email and track the status of the requests in FSC. The flow uses DocuSign eSignature integration to enable clients to sign and return documents electronically. By using the Send Documents flow for Retail Banking, the consultant can help the client streamline and simplify its document management process and improve its customer service agents' efficiency
NEW QUESTION # 31
A new custom object has been created, and the records of this object will be created through integration with another system. What should a consultant do to ensure the data is loading into the correct fields in Agentforce Financial Services?
Answer: A
Explanation:
A formal field mapping should define how each source-system data element corresponds to its destination field in Salesforce. This is a fundamental integration-design control because it creates an explicit contract between the external data structure and the Salesforce object model. For each source attribute, the mapping identifies the appropriate destination object and field, transformation requirements, data type, lookup behavior, and any required validation.
Salesforce uses this same principle throughout its data-import and integration tooling. Field mappings define which input columns or external-system fields correspond to Salesforce fields, and administrators should review mappings before records are loaded. Data Loader batch processing similarly uses a field mapping file to map input-file columns to corresponding Salesforce object fields.
Using a CSV and Data Loader would describe one particular import mechanism rather than the integration design required by the scenario. A junction object is appropriate for modeling many-to-many relationships, not simply for ensuring incoming attributes reach the correct fields. Custom metadata can support configurable integration behavior, but it is not inherently required merely to define source-to-target field correspondence. A documented field mapping provides the precise source-to-target definition necessary for reliable external-system integration.
NEW QUESTION # 32
s. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals. Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
Answer: A,C,D
Explanation:
This design requires objects that represent participation in the interaction, sharing of the interaction summary, and participation in the financial deal.
Interaction Participant associates internal users or groups with an Interaction. This enables engagement records to reflect which internal stakeholders participated in the client interaction and provides the connection between the interaction and the involved users or groups.
Interaction Summary Participant controls access to the detailed interaction notes. Salesforce allows an Interaction Summary to be shared with a specific user or group by adding that user or group through the Interaction Summary Participants related list. Compliant Data Sharing must be enabled for Interaction Summary to use this participant-based model.
Financial Deal Participant performs the corresponding function at the deal level. Financial Deal records can be shared with users or groups by adding them as participants, allowing specialists from another line of business to receive controlled access to the relevant transaction.
These objects work together effectively: the Interaction captures the engagement, the Interaction Summary contains the detailed notes, and the Financial Deal represents the underlying transaction. Participant records provide controlled association and sharing across these layers without broadly exposing sensitive information to unrelated users.
NEW QUESTION # 33
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