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| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Integration and data exchange - Configure core FSC features
- Automation and workflows
|
| Define and Design | 42% | - Data migration and integration strategy - Data model, objects, and relationships
- 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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問題 #31
A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?
答案：D
解題說明：
Reference: Action Plans in Financial Services Cloud for Admins | Salesforce Trailhead Explanation: Action Plans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also capture detailed notes for client meetings and add action items to follow up.
問題 #32
s. Cumulus Bank ' s mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process. Which two features should a consultant suggest to Cumulus Bank to implement?
答案：B,C
解題說明：
The bank should replace spreadsheet-driven processing with Salesforce ' s standard mortgage flow templates and use Flow Builder to customize the mortgage journey according to the bank ' s requirements.
Salesforce installs mortgage flows as standard Flow templates. Administrators can create a new Flow based on a standard mortgage template, customize its screens and processing logic in Flow Builder, save the resulting implementation, and activate it for users. Mortgage templates support borrower information, assets and liabilities, and related mortgage processes.
This approach moves data capture into a controlled Salesforce process rather than repeatedly importing spreadsheets. Guided flows can collect borrower information consistently, enforce required fields, perform validation, invoke automation, and write information directly to the supported mortgage data model.
Creating a new custom Mortgage Application object is unnecessary because Agentforce Financial Services already provides dedicated mortgage application capabilities and associated data structures. Building duplicate custom objects would increase maintenance and complicate integration with standard Financial Services functionality. Similarly, Data Import Wizard merely transfers existing spreadsheet information into Salesforce and would leave the underlying manual collection process largely unchanged.
Combining standard mortgage templates with Flow Builder gives the organization a reusable, maintainable, and declarative solution that improves efficiency while retaining flexibility to customize the mortgage process.
問題 #33
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
答案：A,D
解題說明：
The following expectations are from implementing multi language features in FSC:
Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese. This expectation means that FSC supports multiplelanguages and allows users to choose their preferred language for their user interface and data display.
In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese. This expectation means that FSC supports multiple languages for reports and dashboards and allows users to view them in their preferred language.
問題 #34
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. Theagent 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?
答案：A,C
解題說明：
The following OmniStudio tools should be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool thatallows users to create documents from templates and data sources using OmniScripts and Integration Procedures. Byusing OmniStudio Action Document Generation, the consultant can create a document template with placeholders for the contact and address information and generate a PDF file from it using an OmniScript.
DataRaptor, which is a tool that allows users to extract and transform data from Salesforce or external systems using Integration Procedures. By using DataRaptor, the consultant can create a datasource that retrieves the contact and address information from Salesforce and maps it to the document template placeholders.
問題 #35
A System Administrator has received a note from one of theportfolio managers that the ActionableRelationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have accessto it and are able to use it to manage their customer's relationships. What is a possible cause for this?
答案：B
解題說明：
A possible cause for why theportfolio manager cannot see ARC when trying to set up relationships between two accounts is that he has not been given the permissions that enable users to view and manage ARC. To access ARC, users need to have certain permissions and settings enabled intheir user profile or permission set, such as:
View Setup and Configuration
Customize Application
Manage Custom Permissions
Financial Services Cloud Standard User
Financial Services Cloud Admin If any of these permissions or settings are missing, users maynot be able to see or use ARC properly. Verified References: : Salesforce Help Article 5
問題 #36
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