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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Define and Design | 42% | - Data migration and integration strategy - Security and access design
- Data model, objects, and relationships
|
| Topic 2: Delivery and Configuration | 46% | - Initial setup and package installation - Configure core FSC features
- Reporting, dashboards, and analytics |
| Topic 3: Discovery | 12% | - Identify requirements and define solution scope - Analyze business processes and system architecture - Determine compliance and regulatory considerations |
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NEW QUESTION # 78
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9
Answer: A,C,D
Explanation:
The following considerations indicate that a new Salesforce org is the better choice for implementing Financial Services Cloud:
The bank wants to use this project as an opportunity to retire customization. A new org will allow the bank to start fresh and avoid carrying over unnecessary or outdated customization that may conflict with Financial Services Cloud features or best practices.
The current implementation is using a product-centric view and the bank wants to move to a customer-centric view. A new org will allow the bank to adopt the Financial ServicesCloud data model, which is designed to provide a holistic view of the customer and their relationships, goals, financial accounts, activities, and interactions.
Existing business capabilities and processes can be redesigned to deliver a higher business impact. A new org will allow the bank to leverage the Financial Services Cloud capabilities, such as Action Plans, Relationship Groups, Rollup By Lookup, Service Processes, etc., to optimize their business processes and enhance their customer experience. Verified References: : Salesforce Help Article 6
NEW QUESTION # 79
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?
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