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| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Initial setup and package installation - Configure core FSC features
- Integration and data exchange - Automation and workflows
|
| Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy |
| Discovery | 12% | - Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations |
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NEW QUESTION # 92
The system administrator team at a retail consumer bank justreceived data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC datamigration?
Answer: A
Explanation:
The order of uploading Salesforce objects during an FSC data migration is important to ensure data integrity and avoid errors. The recommended order is:
Accounts and contacts: These are the coreobjects that store the basic information about the customers and their relationships. They should be uploaded first to establish the foundationfor the FSC data model4.
Financial accounts: These are the custom objects that store the financial information about the customers, such as balances, interest rates, fees, and transactions. They should be uploaded after the accounts and contacts, and linked to them using lookupfields5.
Account groups and households: These are the custom objects that group the accountsand contacts based on common attributes or relationships, such as family members or business partners. They should be uploaded after the financial accounts, and linked to them using junction objects6.
References:
Financial Services Cloud Data Model
Data Migration Best Practices
Accounts and Contacts
Financial Accounts
Account Groups and Households
NEW QUESTION # 93
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?
Answer: D
Explanation:
To grant restricted accessto users like Bank Tellers who need only limited access to Financial Services Cloud features, the Admin can use Financial Service Cloud Basic permission set license. This license enables user access to a license with contractual restrictions for FinancialServices Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL).
NEW QUESTION # 94
Cumulus Insurance ' s business processes are quite complex, and steps in the process may vary depending on the information captured. Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
Answer: A,D,E
Explanation:
Complex processes that vary according to record information are best addressed by making the Lightning experience conditional and contextual rather than constructing separate pages for every stage.
Dynamic Actions allow administrators to control which actions users see according to record-field values and other visibility criteria. This keeps the interface focused on the actions that are appropriate at a particular point in the process.
Dynamic Lightning capabilities similarly allow page content to adapt according to record context. Component visibility rules and dynamic page behaviors reduce interface clutter by showing users only the components and information relevant to their current circumstances.
In-App Guidance complements these dynamic interfaces by providing prompts and walkthroughs directly within Lightning pages. It is especially useful for helping users adopt processes, discover functionality, and learn new workflows at the point of work.
Building numerous custom Lightning pages increases administration and maintenance. Flows can certainly support guided processing, but the answer choice states that flows remove the need for complex Lightning pages altogether, which is too broad. The more scalable design is to make the page and its actions respond dynamically to context while providing targeted user guidance through In-App Guidance. Therefore, Dynamic Actions, Dynamic Lightning pages, and In-App Guidance are the appropriate features to explore.
NEW QUESTION # 95
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?
Answer: C
Explanation:
A Primary Group is a construct in FinancialServices Cloud that allows you to define the main group for a client. You can use Primary Group to roll up financial data from all the financial accounts that are related to the client or the group. This way, you can get an accurate summary of the client'sfinancial data regardless of how often they change households. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 69.
NEW QUESTION # 96
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals. What should the administrator do to set up the new record types?
Answer: A
Explanation:
Agentforce Financial Services uses Individual Record Type Mapper custom metadata to map custom individual record types to the appropriate Account and Contact record-type architecture. This allows an organization to differentiate individual personas such as customers and independent advisors while preserving Financial Services behavior that depends on correctly identifying those records as individuals.
The administrator first creates and enables the required Person Account record types. The administrator then opens the Individual Record Type Mapper custom metadata and creates or updates the appropriate mapping records, specifying the record type used for each individual classification.
This metadata is important because Agentforce Financial Services components and processes need to know which Account record types represent individuals. Additional mapping records can be created when an organization has multiple person-oriented business roles that require different page layouts, processes, or referral behavior.
Creating custom fields does not establish record-type semantics. A Contact record type alone is insufficient because Person Accounts are represented through the Account architecture with associated Contact behavior.
Likewise, a generic custom setting is not the mechanism used to distinguish the two requested Person Account types.
The correct configuration is therefore to create the necessary Person Account record types and define their corresponding Individual Record Type Mapper metadata.
NEW QUESTION # 97
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