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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Configure core FSC features
- Initial setup and package installation - Automation and workflows
|
| Topic 2: Discovery | 12% | - Determine compliance and regulatory considerations - Identify requirements and define solution scope - Analyze business processes and system architecture |
| Topic 3: Define and Design | 42% | - User experience and interface design - Data migration and integration strategy - Data model, objects, and relationships
|
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NEW QUESTION # 56
A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?
Answer: B,C,E
NEW QUESTION # 57
An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Doggington. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Doggington household. While creating the Household group, the advisor attempted to input the below information but received an error. Member Name: Oliver Doggington Role in Group: Client Primary Member: Enabled Primary Group: Enabled Activities and Objects to Roll Up: All Member Name: Macie Doggington Role in Group: Spouse Primary Member: Enabled Primary Group: Enabled Activities and Objects to Roll Up: All Based on the information provided, what caused the error that the advisor received?
Answer: D
Explanation:
A Financial Services household can have only one Primary Member. Both Oliver and Macie have Primary Member enabled, which violates this household-modeling rule and causes the configuration error.
Salesforce household guidance states that designating a primary member is optional, but a household can have only one primary member. The primary member commonly represents the principal client or primary relationship within the household. Other members receive roles that describe their relationship to that primary member, such as Spouse or Dependent.
The other settings shown are valid. Multiple members can designate the same household as their Primary Group. Primary Group identifies the household to which a person ' s qualifying records and activities should roll up. A spouse can be a valid relationship role, and multiple household members can have their eligible activities and financial information summarized to the same primary household.
The advisor should therefore retain one individual-typically the principal client-as Primary Member and clear Primary Member for the spouse while leaving the appropriate relationship and Primary Group settings in place.
NEW QUESTION # 58
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?
Answer: A
Explanation:
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.
NEW QUESTION # 59
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?
Answer: A
Explanation:
To prevent the data import from creating duplicates when importing records from a system outside of Salesforce, you should use External ID. External ID is a custom field type that can be used to store unique identifiers from other systems. You can use External ID to match records during data import and avoid creating duplicate records in Salesforce. You can also use External ID to enable upsert operations, which can insertnew records or update existing records based on the External ID value. Verified References: : Salesforce Help Article [5] : Salesforce Help Article [6]
NEW QUESTION # 60
A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?
Answer: A,D
Explanation:
Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:
When the user defines the custom report type, Topics should be selected as the Primary Object. Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts,or Opportunities.
To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name. For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.
References:
Interest Tags
Build an Interest Tags Report
NEW QUESTION # 61
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