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| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Identify requirements and define solution scope - Determine compliance and regulatory considerations - Analyze business processes and system architecture |
| Define and Design | 42% | - Data migration and integration strategy - User experience and interface design - Security and access design
|
| Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Automation and workflows
- Integration and data exchange - Configure core FSC features
|
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82. Frage
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Antwort: B
Begründung:
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.
83. Frage
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?
Antwort: D
Begründung:
Action Plans and Action Plan Templates are designed for repeatable, controlled business processes that contain tasks and supporting-document requirements. An Action Plan Template defines the standard sequence once, including task ownership, due dates, dependencies, and document checklist items. Each onboarding engagement can then instantiate an Action Plan from that approved template.
Salesforce positions Action Plans as a mechanism for capturing repeatable tasks and automating task sequences so that teams execute processes consistently. Action Plans can automatically assign owners and deadlines and provide reporting for monitoring progress and compliance.
The feature also supports Document Checklist Items, which is directly relevant to the KYC requirement.
Action Plans and templates manage repeatable manual work, while Document Checklist Items enable reviewers to track required documentation and its approval status.
Chatter reminders provide communication but do not establish a controlled repeatable process. A custom trigger would unnecessarily duplicate declarative Financial Services capabilities and increase maintenance.
Generic flow templates may automate individual operations but do not provide the same reusable combination of predefined tasks, owners, dates, document requirements, tracking, and reporting. An Action Plan Template therefore provides the appropriate standardized control for ensuring onboarding tasks are consistently performed.
84. Frage
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?
Antwort: B
Begründung:
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
85. Frage
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)
Antwort: A,D,E
Begründung:
To capture and display commercial customersand their parent companies, Lake Tahoe Bank SF Admin can use the following steps:
Add the Business record type to the Group record type mapper, which is a custom metadata type that defines which record types can be added as members of a group1.
Leverage Groups to capture the majority owner of acommercial customer, which is a business entity that has a stake in another business entity1. Groups are a feature that allows users to create and managehousehold and business relationships1.
Use Account hierarchy to capture minority owners of a commercial customer, which are business entities that have less than 50% stake in another business entity2. Account hierarchy is a feature that allows users to see how accounts are related to each other in a parent-child relationship2.
Link multiple owners to the business entity as a Group, which allows users to see all the stakeholders of a commercial customer in one place1
86. Frage
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
Antwort: B
Begründung:
To display the most important fields on the side panel of ARC, the Admin mustconfigure the Compact Layout for each object. The Compact Layout is a layout that determines which fields appear in key places in Salesforce such as record highlights areas, list views, lookup dialogs, and global search results. The Admin can use the Compact Layout to select up to 10 fields that are most relevant for each object and display them on the side panel of ARC
87. Frage
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