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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy |
| Topic 2: Discovery | 12% | - Identify requirements and define solution scope - Determine compliance and regulatory considerations - Analyze business processes and system architecture |
| Topic 3: Delivery and Configuration | 46% | - Initial setup and package installation - Automation and workflows
- Configure core FSC features
|
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NEW QUESTION # 88
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
Answer: A
Explanation:
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.
NEW QUESTION # 89
Financial Services Cloud (FSC) contains a number of custom objects to model a client ' s financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC. What are three objects in FSC?
Answer: B,C,E
Explanation:
Agentforce Financial Services provides purpose-built objects for modeling customer financial information beyond standard CRM records. Among these are Financial Goal, Financial Holding, and Revenue.
The Financial Goal object represents objectives such as retirement funding, purchasing a home, education planning, or other target financial outcomes. A Financial Holding represents investments or securities held within a financial account. Salesforce references Financial Holding throughout Financial Services capabilities, including financial-detail and portfolio-performance functionality that operates on Financial Account, Financial Account Role, Financial Holding, Financial Goal, and related client records.
The Revenue object is also part of the Financial Services financial model and represents revenue generated from operating a person ' s financial account or through advisory services.
These objects complement other specialized Financial Services records such as Financial Account, Assets and Liabilities, and Identification or Identity Document, allowing institutions to construct a comprehensive view of a client ' s financial position and objectives.
Billing is associated with separate financial or insurance servicing capabilities rather than being one of the client financial-information objects represented by this question. Inheritance likewise is not the corresponding packaged FSC financial object.
NEW QUESTION # 90
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?
Answer: A,B,C
Explanation:
The following standard Insurance Platform components can digitally enable the core insurance operations of getting an insurance quote or submitting a claim:
Policy Administration, which is a component that allows users to manage the lifecycle of insurance policies, such as creating, renewing, canceling, or endorsing policies. By using Policy Administration, the consulting firm can enable customers to view and update their policy information online.
Claims Management, which is acomponent that allows users to manage the lifecycle of insurance claims, such as creating, investigating, adjusting, or settling claims. By using Claims Management, the consulting firm can enable customers to submit and track their claims online.
Quote, Rate, and Apply, which is a component that allows users to create and compare insurance quotes, calculate premiums and discounts, and apply for policies online. By usingQuote, Rate, and Apply, the consulting firm can enable customers to get an insurance quote online
NEW QUESTION # 91
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?
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