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| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Configure core FSC features
- Automation and workflows
- Integration and data exchange |
| Discovery | 12% | - Identify requirements and define solution scope - Determine compliance and regulatory considerations - Analyze business processes and system architecture |
| Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy |
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NEW QUESTION # 123
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
Answer: C,E
Explanation:
Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to navigate to different screens. Flows can simplify and streamline the customer onboarding process by automating tasks and collecting information in an easy and intuitive way. You can use Flows to create service requests that capture the customer's details and update the related records in one place.
Flows enable customers to schedule appointments via customer communities, mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile apps, or websites to provide self-service options for customers. You can use Flows to create appointment scheduling forms that allow customers to book appointments with the right specialist at the right time and place. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4
NEW QUESTION # 124
During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?
Answer: B,D,E
Explanation:
Reference: Compliant Data Sharing in Financial Services Cloud | Salesforce Trailhead Explanation: Compliant Data Sharing (CDS) is a feature of Financial Services Cloud that allows granular control over access to sensitive data in Account and Opportunity objects. CDS can help financial services companies comply with regulations and policies that restrict data visibility based on user roles. Some considerations regarding CDS are:
Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features. Participant Roles are custom objects that define the possible roles for users who need access to Account or Opportunity records. For example, a Participant Role can be Advisor, Client, Specialist, or Decision Maker. Each Participant Role has an associated access level that determines what data fields the usercan view or edit. For example, an Advisor can have full access to all fields, while a Client can have read- only access to some fields.
Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
CDS is not enabledby default in Financial Services Cloud. To enable CDS, compliance managers or administrators need to create an integration definition record for each object that they want to enable CDS for.
An integration definition record specifies the object name, thefield name that contains sensitive data (such as Notes), the field name that contains the record owner (such as OwnerId), and the field name that contains the record type (such as RecordTypeId).
Role Hierarchy-based sharing is disabled by default in CDS.Role Hierarchy is a feature of Salesforce that allows users to inherit access to records from their managers or peers in the role hierarchy. For example, if a user has access to an Account record, their manager also has access to that record by default. However, in CDS, role hierarchy-based sharing is disabled by default for Account and Opportunity objects. This means that users do not inherit access to records from their role hierarchy unless they are explicitly granted access through Participant Roles orother sharing features.
NEW QUESTION # 125
What are the three building blocks of Flow Orchestration?
Answer: B,C,D
Explanation:
The following are the building blocks of Flow Orchestration:
Steps: Steps are discrete units of work that can be performed by a user or a system within a flow orchestration. Steps can have different types,such as user input steps, system action steps, decision steps, or subflow steps. Steps can also have different attributes, such as name, description, icon, input variables, output variables, or preconditions.
Stages: Stages are logical groupings of stepsthat represent phases or milestones within a flow orchestration.
Stages can have different attributes, such as name, description, icon, entry criteria, exit criteria, or completion actions.
Work Items: Work Items are instances of flow orchestrations that track the progress and status of each execution. Work Items can have different attributes, such as name, description, owner, assignee, due date, priority, status, stage history, or step history. Verified References: : Salesforce Help Article [7] : Salesforce Help Article [8] : Salesforce Help Article [9]
NEW QUESTION # 126
The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?
Answer: A,B,E
Explanation:
Thefollowing names are Association Type picklist field values:
Trust, which is a value that indicates that the accounts are related through a trust relationship.
Family, which is a value that indicates that the accounts are related through a family relationship.
Peer, which is a value that indicates that the accounts are related through a peer relationship.
NEW QUESTION # 127
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?
Answer: B,C,E
Explanation:
The following statements about Action Plans are true:
When you work with Action Plans, you first create Action Plan Templates, which are reusable sets of tasksthat define a common clientprocess1.
Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance. Users can use standard report types or custom report types to create reports on action plans, action plan templates, action plan items, action plan item templates, and action plan item owners1.
Action Plans can be used to automatically assign task owners and deadlines for specific client engagements. Users can specify task owners by using assignment logic such as specific user, role, queue, action plancreator, or account team1. Verified References: 1
NEW QUESTION # 128
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