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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - Security and access design
- Data model, objects, and relationships
|
| Delivery and Configuration | 46% | - Integration and data exchange - Initial setup and package installation - Reporting, dashboards, and analytics - Automation and workflows
|
| 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 # 47
In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?
Answer: D
Explanation:
The criteria for commas and symbols to be displayed correctly on the Financial Account Summary component is that user's locale must match user's currency. The locale is a setting that determines how dates, times, numbers, and currencies are formatted and displayed for a user. The currency is a setting that determines how monetary amounts are formatted and displayed for a user. By matching the user's locale with their currency, FSC can ensure that commas and symbolsare displayed correctly on the Financial Account Summary component according to the user's preferences and expectations
NEW QUESTION # 48
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can ' t find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
Answer: B,C
Explanation:
Reciprocal roles define the semantic relationship between two parties-for example, Client and Attorney, Parent and Child, or Spouse and Spouse. The Related Role lookup can only return reciprocal-role records that actually exist and that the current user is permitted to access.
If appropriate reciprocal roles have not been created, the lookup has no suitable role records to return.
Salesforce ' s relationship model uses reciprocal or party-role relationship records to describe Contact-Contact and Account-Account relationships, and administrators can define additional role pairs when the standard vocabulary does not satisfy the business requirement.
Record visibility must also permit the user to access the reciprocal-role records. Financial Services relationship components require users to have appropriate access to the Reciprocal Role object and its fields; the preconfigured ARC relationship experience similarly requires read access to the Reciprocal Role data involved in the graph. Appropriate sharing and security configuration therefore matters when role records exist but do not appear to the user.
The issue is not fundamentally resolved by substituting a Member Relationship action or Edit Group operation. Those interfaces support different relationship-management activities. The stated problem is specifically that the Related Role lookup contains no available reciprocal roles, which points to either the absence of the reciprocal-role records or insufficient visibility to those records.
NEW QUESTION # 49
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 # 50
An Agentforce Financial Services administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?
Answer: D
Explanation:
The appropriate permission-set license for this Actionable Relationship Center configuration is Financial Services Cloud Standard. ARC is a core Agentforce Financial Services capability that provides an interactive graphical representation of relationships among customers, households, businesses, contacts, and other supported records. It is intended to operate within the Financial Services security and licensing framework rather than as an independent OmniStudio-only feature.
When administrators establish ARC access, the permission set must be associated with an appropriate Financial Services license so that users have entitlement to the underlying Financial Services functionality and components. Users without the required Financial Services permission set or associated license can encounter missing components, unavailable actions, or access failures.
ARC itself can build graphs from standard and custom objects, expose record actions, and display relationship information on Lightning record pages. OmniStudio becomes relevant when administrators enhance ARC nodes with FlexCards, but that does not make OmniStudio the base license for the ARC permission set. The Financial Services Standard licensing model provides access to the standard Financial Services components required by users working with core FSC functionality.
NEW QUESTION # 51
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
Answer: A,B
Explanation:
Reference: Configure Reciprocal Roles - Salesforce
Explanation: Some possible reasons why the user can't find any reciprocal roles displayed in the related role lookup are:
Reciprocal roles have not been created in the org. Reciprocal roles are custom objects that define the possible roles for users who need access to Account or Contact records. For example, a reciprocal role can be Advisor, Client, Specialist, or Decision Maker. Each reciprocal role has an associated access level that determines what data fields theuser can view or edit. To create reciprocal roles, the administrator needs to do the following steps:
From Setup, open Object Manager.
In the Quick Find box, enter Reciprocal Role, and then select Reciprocal Role.
Click Fields & Relationships, and thenselect Role Name.
Click New to create a new picklist value for the Role Name field.
Enter a label and a value for the new role, such as Attorney or Client.
Click Save.
The user should be using the Edit Group button to access reciprocal roles. The Add Contact option on the relationship tree only allows the user to add existing contacts as members of a relationship group, such as a household or a business group. The user cannot specify reciprocal roles for the members using this option. To specify reciprocalroles for the members of a relationship group, the user needs to do the following steps:
Click Edit Group on the relationship group record page.
In the Edit Group window, click Member Relationships.
For each member of the group, select a role from the Rolepicklist and a related role from the Related Role lookup.
Click Save.
NEW QUESTION # 52
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