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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - Data model, objects, and relationships
- User experience and interface design - Security and access design
|
| Delivery and Configuration | 46% | - Configure core FSC features
- Initial setup and package installation - Integration and data exchange - Automation and workflows
|
| 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 # 71
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?
Answer: B
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 # 72
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
Answer: B,C
Explanation:
The required architecture combines Document Generation with a DataRaptor, now called an OmniStudio Data Mapper in current Salesforce terminology.
Document Generation merges Salesforce or OmniStudio data into predefined document templates and can produce documents that are subsequently converted to PDF. It is designed for outputs such as forms, contracts, proposals, reports, and customer correspondence where variable information must be populated dynamically.
The DataRaptor or Data Mapper supplies the data used to populate the template. An Extract retrieves fields from Salesforce, while mapping capabilities connect those extracted values to document tokens. Salesforce document-generation architecture supports automatic resolution of template token data from configured mappings such as DataRaptor Extracts.
In this scenario, the customer ' s newly entered address must populate predetermined address placeholders in the generated document. Document Generation produces the document, while the DataRaptor or Data Mapper provides and maps the Salesforce data.
Calculation Procedures perform calculations, and Integration Procedures orchestrate integrations. Neither replaces the dedicated document-generation and data-mapping capabilities required to create the prefilled PDF.
NEW QUESTION # 73
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?
Answer: A
Explanation:
To prevent the data import from creating duplicates when importing records from a system outside of Salesforce, you should use External ID. External ID is a custom field type that can be used to store unique identifiers from other systems. You can use External ID to match records during data import and avoid creating duplicate records in Salesforce. You can also use External ID to enable upsert operations, which can insertnew records or update existing records based on the External ID value. Verified References: : Salesforce Help Article [5] : Salesforce Help Article [6]
NEW QUESTION # 74
What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?
Answer: C
Explanation:
To create a new Business Milestone Type, you need to add a new picklist value on the Milestone Type field of the Business Milestone object. This field is used to categorize the different types of business milestones that can be tracked for a client. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 57.
NEW QUESTION # 75
During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?
Answer: B,D,E
Explanation:
Discovery Framework is a scalableassessment framework that financial institutions use to gather and evaluate customer information through digital and human channels. Some of the things to consider regarding Discovery Framework are:
Discovery Framework creates highly capable forms with integrations and advanced logic. The forms can be customized with various types of questions, validations, calculations, branching, andintegrations with external systems1.
Discovery Framework can create both standard and hierarchical questions. Standard questions are single-level questions that can be grouped into sections. Hierarchical questions are multi-level questions that can have subquestions based on the answer to the parent question2.
FSC Discovery Framework allows archiving questions. Archiving a question removes it from the active question pool and prevents it from being added to new forms. Archived questions can be restored if needed3.
References:
Discovery Framework
Create Questions for Discovery Framework
Archive Questions for Discovery Framework
NEW QUESTION # 76
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