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| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
| Topic 2: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Topic 3: Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Topic 4: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 5: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
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NEW QUESTION # 51
Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a FlexCard for weather conditions in the console to ensure the agents can access the information. The FlexCard needs to provide fields extracted from a weather API and an account field from Salesforce. Which method should the consultant use, according to best practices?
Answer: B
Explanation:
An Integration Procedure is the preferred solution because the FlexCard must combine data from Salesforce and an external REST API. OmniStudio Integration Procedures are server-side, declarative processes capable of reading Salesforce data, making external REST calls, transforming results, and returning a consolidated response to a FlexCard.
A typical architecture is for an Integration Procedure to use a Data Mapper to retrieve a relevant Account value, such as a ZIP code, and then make a REST call to an external weather service for the current or historical conditions associated with that location.
Salesforce recommends Integration Procedures as FlexCard data sources when several actions or data sources must be combined because multiple operations can execute in a single server call. This improves flexibility, performance, and maintainability compared with moving orchestration logic to the client.
A DataRaptor or Data Mapper Extract alone is appropriate for Salesforce data but does not by itself orchestrate the Salesforce extraction with the external weather service. Custom Apex could perform the work but introduces unnecessary code where OmniStudio provides the required declarative capability. Streaming API addresses event or data streaming rather than this synchronous aggregation requirement.
NEW QUESTION # 52
A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?
Answer: A
Explanation:
A screen flow is a type of flow that guides users through a seriesof screens to complete a task or collect information2. Screen flows can alsointeract with external systems using Apex actions or invocable actions3.
Inthis case, the consultant can create a screen flow that collects the caller's name and social security number from the agent, and then invokes an Apex action or an invocable action that makes a web service call to an external authentication service.
NEW QUESTION # 53
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?
Answer: A
Explanation:
To change the configuration to summarizeFinancial Goals at the household level, you need to update the selection in "Activities & Objects to Roll Up" to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 81.
NEW QUESTION # 54
Which three insurance processes are managed by the Policy Administration component?
Answer: A,C,E
Explanation:
The following insurance processes are managed by the PolicyAdministration component:
Payments: Payments are the amounts that a policyholder pays to an insurance company for a policy or a claim. You can use the Policy Administration component to manage the payment schedules, methods, and statuses for your policiesand claims. You can also use the Policy Administration component to integrate with external payment systems and track the payment transactions and balances for your policies and claims.
Approvals: Approvals are the processes that an insurance company follows to review and authorize a policy or a claim. You can use the Policy Administration component to configure and automate the approval workflows, rules, and criteria for your policies and claims. You can also use the Policy Administration component to assign approvers, send notifications, and monitor the approval statuses and histories for your policies and claims.
Endorsements: Endorsements are the changes or modifications that a policyholder requests or an insurance company makes to a policy. You can usethe Policy Administration component to manage the endorsement requests, types, and statuses for your policies. You can also use the Policy Administration component to update the policy details, coverages, premiums, or terms based on the endorsements for your policies.
Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10] : Salesforce Help Article [11]
NEW QUESTION # 55
It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?
Answer: A,D
Explanation:
To integrate with an external system, Salesforce needs to have objects and fields that can store the data that will be sent from the external system via an API. These objects and fields should match the data structure and format of the external system as much as possible. Additionally, Salesforce needs to have an integration user and anintegration profile that can enable the connection between Salesforce and the external system. The integration user is a dedicateduser account that has access to the API and can perform data operations on behalf of other users. The integration profile is a custom profile that defines the permissions and settings for the integration user.
NEW QUESTION # 56
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