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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - Data model, objects, and relationships
- User experience and interface design - Security and access design
|
| Discovery | 12% | - Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations |
| Delivery and Configuration | 46% | - Configure core FSC features
- Initial setup and package installation - Integration and data exchange - Automation and workflows
|
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NEW QUESTION # 31
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,B
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 # 32
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
Answer: A,B,C
Explanation:
The following statements are correct about the Actionable Relationship Center Manager (ARC):
To enable users to see the ARC, you will need to add the component forARC to the page layout. The ARC is a Lightning component that can be added to any Lightning page that supports components, such as record pages, app pages, or Home pages. You can use the Lightning App Builder to drag and drop the ARC component to the desired location on the page layout.
ARC displays up to 5 related lists that have a configured compact layout. The ARC shows a graphical representation of the account-account relationships for a selected record, as well as related lists of other records that are associated with the account, such as contacts, financial accounts, or opportunities. The ARC can display up to 5 related lists at a time, and each related list must have a compact layout configured to show relevant fields.
The Association Type picklist controls the account-account relationship that display in the ARC. The Association Type picklist is a field on the Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, orFriend. The ARC uses this field to filter and display the account-account relationships for a selected record. You can customize this picklist to add or remove values according to your business needs. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4 : Salesforce Help Article 5
NEW QUESTION # 33
Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
Answer: A,B
Explanation:
The following things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private:
The share table records are deleted, which means that any sharing access granted by the opportunity participants is revoked.
The opportunity participant records are not deleted, which means that they still exist on the opportunity record and can be viewed by users who have access to the opportunity.
NEW QUESTION # 34
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all. Which two Financial Services Cloud capabilities should help address these challenges?
Answer: A,C
Explanation:
The bank needs capabilities that standardize task execution and guided user processing, making Action Plans and OmniScripts the appropriate combination.
Action Plans capture repeatable work in reusable templates and automate sequences of tasks. Administrators can define task ownership, deadlines, dependencies, and completion expectations in advance. When an Action Plan is created for a customer engagement, the system generates the required work and assigns tasks according to the configured template. This reduces missed handoffs and clarifies accountability.
OmniScripts provide guided, step-by-step process experiences. They control what information a user sees and enters at each stage, helping standardize execution and reducing the likelihood that employees skip required steps or make inconsistent decisions. OmniScripts work with Integration Procedures and Data Mappers to retrieve, manipulate, and save information as the user advances through the process.
Roll-up summaries aggregate information but do not manage handoffs. Financial Accounts represent financial products and ownership relationships rather than operational process routing. Action Plans establish accountable task ownership, while OmniScripts guide users through the required workflow, directly addressing delayed and incorrect handoffs.
NEW QUESTION # 35
Culmus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?
Answer: C
Explanation:
Salesforce applies platform limits to the number of sharing rules configured for an object. The standard allocation is 300 total sharing rules per object, including owner-based and criteria-based rules. This limitation matters when designing a franchise architecture because creating separate sharing rules for every franchise, region, or user population can result in an unnecessarily complex sharing model and eventually approach platform limits.
Architects should prefer scalable mechanisms such as roles, public groups, role-and-subordinate relationships, sharing sets or appropriate Experience Cloud sharing constructs, and criteria-driven sharing where those mechanisms meet the security requirements.
The default total sharing-rule limit can in some circumstances be increased through Salesforce Support, but the standard architectural limit tested here is 300 rules per object.
A user occupies one role in Salesforce ' s role hierarchy, not multiple simultaneous roles. Browser selection is unrelated to the fundamental role-and-sharing architecture. Public groups are supported as reusable sharing targets, but the stated 1,024 limit is not the relevant restriction identified in this scenario.
Therefore, the architect must account for the per-object sharing-rule allocation when designing a large franchise access model and should avoid a design that depends on a separate rule for every franchise unless absolutely necessary.
NEW QUESTION # 36
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