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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - User experience and interface design - Data model, objects, and relationships
|
| Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Initial setup and package installation - Integration and data exchange - Configure core FSC features
|
| Discovery | 12% | - Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations |
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NEW QUESTION # 32
While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?
Answer: B,C
Explanation:
To ensure the correct profiles and permissions for an API integration between Salesforce and a risk control system, the consultant should do the following steps:
Create a dedicatedIntegration User that will be used to authenticate and authorize the API calls between Salesforce and the risk control system. The Integration User should have a unique username, password, and security token that are not shared with other users or systems.The Integration User should also have the minimum permissions and access settings required to perform the integration tasks.
Create a new custom profile and ensure API Only is selected. The API Only option restricts the user from logging in to the Salesforce user interface, but allows the user to access the Salesforce API. The custom profile should also have the appropriate object permissions, field-level security, record types, page layouts, and other settings that are relevant for the integration. The custom profile should be assigned to the Integration User.
NEW QUESTION # 33
Which of the following objects do support Group-Level Rollups?
Answer: B,C,D
Explanation:
Agentforce Financial Services group-level record rollups aggregate qualifying records belonging to members of a Primary Group so advisors can see consolidated household information. Salesforce ' s supported-object matrix includes Tasks, Financial Accounts, and Opportunities.
Financial Accounts are surfaced through financial-account components at the group level. Once group rollups are enabled and the financial account is associated with a member of the Primary Group, the household-level experience can present the aggregated account information.
Tasks are displayed within the Activities related list at the group level. This enables advisors to review relevant work and interaction activity across household members from the household context.
Opportunities are also supported and appear in the Household Opportunities related list. Opportunities can require additional configuration in managed-package implementations, such as adding the appropriate value to the Rollup__c field on Account Contact Relationship.
Alerts and Action Plans are not included in the documented group-level record-rollup object set tested here.
They have their own data structures and visibility mechanisms.
Thus, the supported choices are Tasks, Financial Accounts, and Opportunities.
NEW QUESTION # 34
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?
Answer: D
Explanation:
The Admin can change the color of important life events to red by using custom CSS in aLightning App Builder theme layout component. This way, the agents can quickly scan the Life Events component and find the information they need without much effort. The color red can draw attention and indicate urgency or importance for certain life events.
NEW QUESTION # 35
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend?
Answer: A,B,D
Explanation:
Salesforce provides a layered integration architecture in which MuleSoft, OmniStudio Integration Procedures, and OmniStudio DataRaptors or Data Mappers can work together to connect Agentforce Financial Services with external core systems.
MuleSoft Anypoint Platform provides enterprise integration capabilities for connecting Salesforce with banking platforms, transactional systems, APIs, and other back-end applications. Financial Services integration guidance specifically references MuleSoft for bringing external financial-account and transaction information into Salesforce.
Integration Procedures are server-side OmniStudio processes designed to retrieve, transform, orchestrate, and save data without requiring direct user interaction. They can invoke HTTP endpoints, coordinate multiple actions in one server call, and connect OmniScripts or FlexCards to internal and external sources.
DataRaptors, now referred to as OmniStudio Data Mappers, provide declarative extraction, transformation, and persistence of Salesforce data. They commonly operate inside Integration Procedures and handle data mappings between Salesforce records and the JSON structures required by OmniStudio components.
Data Processing Engine is primarily intended for high-volume transformation and calculation workloads. Data Consumption Framework provides an external-data consumption architecture, but the integration- development capabilities specifically represented here are MuleSoft, Integration Procedures, and DataRaptors or Data Mappers.
NEW QUESTION # 36
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?
Answer: D
Explanation:
A suitable use case for Flow Builder is to collect input from internal users with a form placed on a Lightning page or launched by a button. Flow Builder is a tool that allows users to automate business processes by building flows that guide users through screens, executelogic, manipulate data, and interact with Salesforce and external systems. By using Flow Builder, the system administrator can create a flow that collects input from internal users with a form and performs actions based on the input.
NEW QUESTION # 37
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