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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Define and Design | 42% | - Security and access design
- Data migration and integration strategy - Data model, objects, and relationships
|
| Topic 2: Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
| Topic 3: Delivery and Configuration | 46% | - Initial setup and package installation - Automation and workflows
- Reporting, dashboards, and analytics |
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NEW QUESTION # 48
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Answer: D
Explanation:
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 58.
NEW QUESTION # 49
A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulations when customers contact the bank. Which two features should a consultant leverage to design this business process?
Answer: A,D
Explanation:
Current Agentforce Financial Services identity-verification architecture relies on Flows or Screen Flows and OmniStudio to guide service representatives through caller verification and integrate with verification services.
Salesforce provides identity-verification flow templates for call-center scenarios. A Verify Customer Identity flow can be added to an Engagement Interaction Lightning record page so an agent can launch a structured verification process while handling the customer ' s interaction. Salesforce also supplies Flow Screen Components for customer search and identity verification, enabling administrators to build Screen Flows tailored to the organization ' s verification requirements.
OmniStudio provides the complementary guided experience and integration architecture used throughout Agentforce Financial Services. External identity-verification requests can be initiated from a Flow or from an Integration Procedure inside an OmniScript, enabling secure orchestration with third-party identity- verification and AML providers.
Process Builder is not the appropriate current architecture for new process automation; Salesforce ' s modern implementation model centers on Flow. Discovery Framework focuses on assessments, questionnaires, and onboarding data collection rather than being the principal call-center identity-verification user experience.
Accordingly, Screen Flows and OmniStudio provide the guided interaction and integration capabilities required to build a modern identity-verification process.
NEW QUESTION # 50
Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?
Answer: A
Explanation:
Reference: Integration Procedure | Vlocity Developer Docs
Explanation: An Integration Procedure is a feature of Vlocity that allows users to create and execute data integration tasks betweenSalesforce and external systems. An Integration Procedure can perform various operations, such as extract, transform, load, query, or update data from different sources and targets. An Integration Procedure can also invoke other Vlocity features, such as DataRaptors, OmniScripts, or Calculations.
To implement a Flex Card for weather conditions in the console, the consultant should use an Integration Procedure that can do the following steps:
Query the weather API using an HTTP action and pass the accountaddress as a parameter.
Extract the relevant fields from the weather API response, such as temperature, humidity, precipitation, etc.
Query the account field from Salesforce using a DataRaptor Extract action and pass the account ID as a parameter.
Merge the weather API fields and the account field into a single data set using a List Merge action.
Return the data set to the Flex Card using a Return action.
NEW QUESTION # 51
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
Answer: C
Explanation:
Referrals Rollups is a feature that enables users to see all the referrals for the members of a group, such as a branch or a team. It also allows users to filter referrals by status, priority, or owner.
NEW QUESTION # 52
An investment bank is implementing Agentforce Financial Services to manage the deal pipeline. Each opportunity has confidential information that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team. Which three Agentforce Financial Services features should be part of the solution design?
Answer: A,C,E
Explanation:
This investment-banking requirement maps directly to Financial Deal Management, Compliant Data Sharing, and Interaction Summaries.
Financial Deal Management provides the purpose-built deal data model for investment-banking engagements.
Financial Deal records can capture confidentiality, deal status, stage, expected closing information, parties, and other transaction-specific details. Deal teams can also associate interactions and detailed notes with the Financial Deal.
Compliant Data Sharing supplies participant-based record access. Rather than broadly exposing confidential deal information through general sharing rules, CDS lets organizations share supported Financial Services records with specifically authorized users or groups based on participant roles. Financial Deals can be shared from their Financial Deal Participants related list or through the Manage Participants component.
Interaction Summaries provide the structured meeting-note capability. Users can record detailed interaction notes, next steps, participants, and confidentiality information while limiting sensitive notes to appropriate stakeholders. Financial Deal Management supports associating Interaction Summaries with deal interactions.
Profiles remain part of Salesforce ' s foundational permissions framework but do not provide the specialized deal-specific confidentiality and collaboration architecture required here. Generic sharing rules likewise lack the participant-centric Financial Services governance provided by CDS. The three specialized capabilities therefore form the appropriate solution design.
NEW QUESTION # 53
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