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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
| Topic 2: Delivery and Configuration | 46% | - Configure core FSC features
- Initial setup and package installation - Automation and workflows
|
| Topic 3: Define and Design | 42% | - User experience and interface design - Data model, objects, and relationships
|
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NEW QUESTION # 46
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
Answer: B,C,E
Explanation:
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches withOpportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account,Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial ServicesCloud. Banker is an object that represents a banker or an employee who works at a branch unit.
Branch Unit is an object that represents a physical location where bankers provide services to customers.
Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects.
NEW QUESTION # 47
The investor relations director of a large insurance company just published a press release after the company ' s Quarterly Earnings Call to report about its digital transformation implementing Agentforce Financial Services. Which three value outcomes should the company ' s stakeholders expect?
Answer: A,D,E
Explanation:
For an insurance implementation, the relevant value outcomes center on customer service, onboarding and document processing, and claims automation. Agentforce Financial Services provides automation and guided- service capabilities that reduce manual handling and enable more consistent customer interactions. Insurance solutions also support self-service and assisted-service experiences, contributing to faster resolution and improved customer experience.
Action Plans directly support onboarding and other document-intensive processes. They standardize repeatable tasks, automate sequencing and deadlines, and can include Document Checklist Items so organizations can track required documents and approval activities consistently. This improves operational control while reducing manual follow-up during onboarding.
For claims, Salesforce Insurance provides first-notice-of-loss processes, OmniScripts, workflow rules, APIs, and automated claims-processing capabilities. Claim rules can initiate coverage and line-item processing, while automation can route work, apply business rules, and reduce manual intervention.
Options A and B primarily describe investment-banking and wealth-management value propositions respectively. Although those capabilities exist within the broader Financial Services portfolio, they do not align with the insurance-company scenario. The expected insurance transformation outcomes are therefore improved service experiences, streamlined onboarding and document workflows, and scalable claims orchestration.
NEW QUESTION # 48
Cumulus Bank is migrating its CRM software from a legacy application to Agentforce Financial Services.
The bank hired Salesforce Professional Services to configure/deploy the new Agentforce Financial Services org and migrate data. Which order should a consultant follow when performing the data migrations?
Answer: D
Explanation:
Financial Services data migration must respect the referential dependencies among customer, account, role, and transaction records. Therefore, the correct sequence is Individuals, then Financial Accounts, then Financial Account Roles, and finally Financial Account Transactions.
Individuals are loaded first because they represent the parties who ultimately own, participate in, or otherwise relate to financial accounts. Once those customer records exist, Financial Account records can be created and associated with their owners. Financial Account Role then describes how a person or organizational entity participates in that Financial Account-for example as primary owner, joint owner, beneficiary, or trustee.
The Financial Account Roles must therefore reference financial accounts and customer records that already exist. Salesforce also requires each Financial Account to have an active role representing a Primary Owner in configurations that use the managed-package model; missing ownership relationships can produce data- loading problems.
Financial Account Transactions logically follow the account structure because transaction records belong to established Financial Accounts. Loading parent and reference data before dependent transactional data minimizes lookup failures and preserves relationship integrity during migration.
NEW QUESTION # 49
Which three standard fields are available to track a customer's retirement gial progress?
Answer: A,B,E
Explanation:
The following standard fields are available to track a customer's retirement goal progress:
Actual value, which is a currency field that represents the current value of the goal.
Target value, which is a currency field that represents the desired value of the goal.
Target Date, which is a date field that represents the expected date of achieving the goal.
NEW QUESTION # 50
Cumulus Insurance ' s business processes are quite complex, and steps in the process may vary depending on the information captured. Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
Answer: A,B,C
Explanation:
Complex processes that vary according to record information are best addressed by making the Lightning experience conditional and contextual rather than constructing separate pages for every stage.
Dynamic Actions allow administrators to control which actions users see according to record-field values and other visibility criteria. This keeps the interface focused on the actions that are appropriate at a particular point in the process.
Dynamic Lightning capabilities similarly allow page content to adapt according to record context. Component visibility rules and dynamic page behaviors reduce interface clutter by showing users only the components and information relevant to their current circumstances.
In-App Guidance complements these dynamic interfaces by providing prompts and walkthroughs directly within Lightning pages. It is especially useful for helping users adopt processes, discover functionality, and learn new workflows at the point of work.
Building numerous custom Lightning pages increases administration and maintenance. Flows can certainly support guided processing, but the answer choice states that flows remove the need for complex Lightning pages altogether, which is too broad. The more scalable design is to make the page and its actions respond dynamically to context while providing targeted user guidance through In-App Guidance. Therefore, Dynamic Actions, Dynamic Lightning pages, and In-App Guidance are the appropriate features to explore.
NEW QUESTION # 51
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