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| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Automation and workflows
- Initial setup and package installation - Configure core FSC features
|
| Define and Design | 42% | - User experience and interface design - Security and access design
|
| Discovery | 12% | - Determine compliance and regulatory considerations - Identify requirements and define solution scope - Analyze business processes and system architecture |
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NEW QUESTION # 61
A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?
Answer: B
Explanation:
The consultant should design the FlexCards as follows to meet the requirements:
Parent FlexCard with multiple Child Flex Cards and Card Actions. A Parent FlexCard is a construct in Financial Services Cloud that allows you to display information from one record in a card-like format on a Lightning page. A Child FlexCard is a construct in Financial Services Cloud that allows you to display information from related records in a card-like format within a Parent FlexCard. A Card Action is a construct in Financial Services Cloud that allows you to perform actions on a record from within a FlexCard, such as edit, delete, renew, or view details. You can use Parent FlexCards, Child FlexCards, and Card Actions to create an agent console that provides a 360-degree view of your customers and enables quick actions on their records. Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7] : SalesforceHelp Article [8]
NEW QUESTION # 62
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?
Answer: B,C,D
Explanation:
Enable Compliant Data Sharing for Interaction Summaries, Use Interaction Summary Participants to provide the right access to individuals or groups, and DisableRole-Hierarchy-Based Sharing for Interaction Summaries.
Reference: Interaction Summaries | Salesforce Architects
Explanation: Compliant Data Sharing is a feature that allows granular control over access to sensitive data in Financial Services Cloud. By enabling Compliant Data Sharing for Interaction Summaries, the bank can restrict access to the detailed notes field on the Interaction Summary object. By using Interaction Summary Participants, the bank can grant access to specific individuals or groups who need to see the notes for certain interactions. By disabling Role-Hierarchy-Based Sharing for Interaction Summaries, the bank can prevent users from inheriting access to Interaction Summaries from their managers or peers in the role hierarchy.
NEW QUESTION # 63
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?
Answer: C,D,E
Explanation:
Agentforce Financial Services supports Person Account-based household modeling. Individual household members can be represented as Person Accounts, while the household itself is represented through the household or group Account structure. This provides a single individual record for each member while preserving group-level aggregation and relationship management.
Both Opportunity and Financial Deal participate in the Financial Services compliant-sharing architecture.
Compliant Data Sharing enables explicitly authorized participants to receive controlled access to supported records rather than relying only on broad organizational sharing mechanisms. Financial Deal also provides a critical additional security control: administrators can disable Role Hierarchy-Based Sharing for Financial Deals. Doing so prevents managers from automatically receiving access to their subordinates ' confidential deals.
Standard Opportunity hierarchy access cannot be disabled through the comparable object-level hierarchy setting, which makes the distinction in option E important.
Interaction Summary is not a wholesale replacement for Salesforce Activity. It is a specialized Financial Services structure for recording detailed client-interaction notes, participants, confidentiality information, and compliant sharing. Activities remain appropriate for tasks, calls, meetings, and other standard activity- management scenarios.
Therefore, A, D, and E correctly describe the Financial Services object and sharing behavior that consultants must consider during implementation delivery.
NEW QUESTION # 64
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
Answer: C
Explanation:
Actionable Relationship Center (ARC) is a tool that aSalesforce FSC consultant can recommend to a wealth manager who needs to make sense of complex client relationships and discover new business opportunities. ARC is an advanced visualization engine that provides a holistic view of customers and their relationships with actionable insights, all in one place5. ARC helps users understand relationships among people and businesses by presenting them in interactive components, such as graphs, cards, lists, and filters6. ARC also allows users to perform actions on the customer data, such as creating tasks, sending emails, or updating records7.
References:
ActionableRelationship Center (ARC)
Get Started with Actionable Relationship Center
Work with Actionable Relationship Center
NEW QUESTION # 65
A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?
Answer: A,B,E
Explanation:
The following steps should be taken by the administrator to configure Financial Services Cloud correctly based on the scenario:
Assign the record typeto users. You need to assign the new record type to the user profiles or permission sets that need to create or access referrals of that type. You can assign record types by going to Setup > Profiles > Object Settings > Leads > Record Types or Setup > Permission Sets > Object Settings > Leads > Record Types.
Create a new record type Referral' on the Lead object. You need to create a new record type on the Lead object and name it Referral. You can use this record type to distinguish referrals from other types of leads and apply different page layouts, business processes, or validation rules for referrals.
Update the lead page layout. You need to update the page layout for the Referral record type and add or remove fields according to the requirements. You canalso make some fields required or read-only on the page layout level. You can edit page layouts by going to Setup > Object Manager > Lead > Page Layouts. Verified References: : Salesforce Help Article 3 : Salesforce Help Article [4] : Salesforce Help Article [5]
NEW QUESTION # 66
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