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| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Integration and data exchange - Initial setup and package installation - Automation and workflows
|
| Define and Design | 42% | - Security and access design
- Data migration and integration strategy - Data model, objects, and relationships
|
| 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 # 21
s. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org. Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?
Answer: B,D,E
Explanation:
Agentforce Financial Services models referrals through the Lead object, so a requirement for another referral variation should be implemented by creating an additional Lead record type rather than introducing a separate custom Referral object.
The administrator creates a new Lead record type using Referral as the basis, assigns an appropriate Lead Process, activates the record type, and makes it available to the required users. This allows the organization to define different required fields, page layouts, or referral experiences for the new type while remaining within the standard Financial Services referral architecture.
The administrator must then configure Referral Record Type Mapper custom metadata. The mapper connects the new Lead record type to Financial Services referral functionality by identifying the referral record type and enabling the packaged referral components to recognize it.
Assigning the record type to the relevant users is essential because users must have access to the new record type before they can select it during Lead or Referral creation. Updating a page layout may subsequently be useful, but it is not one of the three core configuration steps identified by the referral record-type procedure.
The correct implementation therefore uses the existing Lead and referral architecture: create the Lead record type, assign it to users, and create the corresponding Referral Record Type Mapper record.
NEW QUESTION # 22
Which two statements are true about Group Membership in Financial Services Cloud?
Answer: B,D
Explanation:
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.
NEW QUESTION # 23
What step is required to give users access to the FinancialServices Cloud Commercial Banking features?
Answer: C
Explanation:
To give users access to the Financial Services Cloud Commercial Banking features, such as Commercial Banking Console Lightning app, Referrals List component, and Treasury Services object, the Admin needs to assign permission sets to the users. Permission setsare collections of settings and permissions that give users access to various tools and functions4. The Admin can use the following permission sets to enable Commercial Banking features for the users4:
FSC Commercial Banking Console User: This permission set givesusers access to the Commercial Banking Console Lightning app, which is a custom app that provides a unified view of commercial banking clients and their financial needs4.
FSC Commercial Banking Referrals User: This permission set gives users access to the Referrals List component, which is a Lightning component that displays a list of referrals related to a business account4.
FSC Commercial Banking Treasury Services User: This permission set gives users access to the Treasury Services object, which is a custom object that represents a treasury service product or offering that a commercial banking client uses or is interested in4. Verified References: 4
NEW QUESTION # 24
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
Answer: B,C,E
Explanation:
The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:
Log a case with Salesforce to perform the conversion from Person Accounts to the individual model. You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model.
This is an irreversible process that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before requesting the conversion in production.
Remove Person Account record types from the Individual Record Type Mapper. You need to remove any Person Account record types that are mappedto Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup >Financial Services Settings > Individual Record Type Mapper.
Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access Individual records. The Individual recordtype is a standard record type on the Account object that represents an individual person who is not directly related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings > Accounts > Record Types. Verified References: : Salesforce Help Article 5 :
Salesforce Help Article 6 : Salesforce Help Article 7
NEW QUESTION # 25
One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects. Which two considerations should the administrator include when configuring the report?
Answer: B,D
Explanation:
Branch Management provides reportable objects and predefined report structures that allow management to analyze branch activity, productivity, customer acquisition, and business performance. Salesforce identifies Banker, Branch Unit, Branch Unit Related Record, and Branch Unit Customer among the branch- management objects that can participate in reporting. Therefore, option B correctly describes the reporting data model.
Salesforce also provides report types such as Bankers with Branches with Opportunities, Accounts, Leads, and Contacts, enabling reporting against records associated with branch operations. These report types support analysis of operational records created or associated with particular branch units, making option A correct.
Option C reverses an important reporting limitation. When Branch Unit is used as the primary object, Branch Unit Customer and Branch Unit Related Record do not appear as selectable related objects. Salesforce recommends creating a report type where Branch Unit Customer or Branch Unit Related Record is itself the primary object and then grouping results by Branch Unit Name.
Branch Unit Related Records are specifically designed to track operational records associated with a branch and can be customized with additional fields and logic as needed.
NEW QUESTION # 26
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