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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Define and Design | 42% | - Data migration and integration strategy - User experience and interface design - Security and access design
|
| 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% | - Configure core FSC features
- Integration and data exchange - Automation and workflows
|
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NEW QUESTION # 24
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?
Answer: C,E
Explanation:
To troubleshoot the issue of Financial Account Balances not adding up to the Financial Summary field in the related Household, the Admin should take the following steps:
Ensure RollUpByLookup Configuration is Active, which is a custom setting that enables or disables the Rollup By Lookup (RBL) feature. RBLis a feature that allows users to aggregate data from financial accounts and display it at the client and group levels1.
Ensure the reported Household is the Primary Group for the member, which is a field on the Account object that indicates whether an account is the primary group for a contact or an individual. The primary group determines which financial summary fields are displayed on the contact or individual page2. Verified References: 12
NEW QUESTION # 25
During the design phase of a project, a consultant needs to provide a financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the embedding process. What are these things to consider regarding Discovery Framework?
Answer: A,C,E
Explanation:
Discovery Framework combines a specialized assessment-question data model with OmniStudio to support sophisticated questionnaire-driven onboarding and needs-analysis processes. It is not fundamentally built on Salesforce Flow.
Salesforce supports both independent and hierarchical questions. A question can reference another assessment question as its parent, creating parent-child dependencies and allowing follow-up questions to be organized in a structured hierarchy.
The framework uses OmniStudio to create advanced digital forms. Discovery Framework combines its data model with OmniStudio to manage questionnaire-driven information collection and create digital forms that collect and validate customer information. These forms can include conditional behavior, integrations, and sophisticated guided logic.
Discovery Framework also supports question lifecycle management through versions. Assessment-question versioning enables administrators to replace or retire prior question content while preserving the historical structures required by previously completed assessments.
Discovery Framework forms are deployable beyond internal Lightning experiences. Activated forms can be exposed through supported digital channels, including Experience Cloud or Communities and other Salesforce experiences. Therefore, the supported considerations are hierarchical questions, sophisticated OmniStudio forms with advanced logic and integrations, and assessment-question lifecycle or archiving capabilities.
NEW QUESTION # 26
Which three related lists are visible within Actionable Relationship Center associated with the Account object?
Answer: B,C,D
Explanation:
The following related lists are visible within Actionable Relationship Center (ARC) associated with the Account object:
Client Financial Goals, which is a related list that displays the financial goals of the account, such as retirement, education, or debt payoff.
Financial Holdings, which is a related list that displays the financial accounts of the account, such as bank accounts, investment accounts, or insurance policies.
Household Financial Accounts, which is a related list that displays the financial accounts of the account's primary group, such as household or business group.
NEW QUESTION # 27
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?
Answer: A
Explanation:
To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group basedon a field value that indicates the product type.
NEW QUESTION # 28
A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Agentforce Financial Services. What should the consultant create as a deliverable for the current state business process?
Answer: D
Explanation:
The appropriate current-state deliverable is an end-to-end visual process map that identifies the people or personas involved, the systems they interact with, process inputs, major activities, handoffs, and outcomes.
This format creates a common understanding of the organization ' s existing operating model before the consultant begins defining the future-state Agentforce Financial Services architecture.
Salesforce defines business process mapping as creating a visual representation of what the business does, who performs each activity, how the process is completed, and how inputs relate to outputs. A well-structured process map can cross departmental and system boundaries and exposes dependencies and handoffs that may otherwise remain hidden.
Salesforce ' s process-mapping methodology also emphasizes identifying the process start and end points, each required step, inputs and outputs, and responsibility for the activity. Consultants should fully map the as- is state before attempting to redesign it, because an accurate baseline enables informed future-state decisions.
Screenshots, spreadsheets, and narrative documents can provide supporting detail, but they do not communicate the complete process as effectively as an end-to-end visual model. The visual map becomes the foundation for gap analysis, requirements validation, future-state process design, and subsequent Agentforce Financial Services solution architecture.
NEW QUESTION # 29
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