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| Section | Objectives |
|---|---|
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Security, Reporting, and Integration | - Data security and sharing models - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Financial Services Cloud Fundamentals | - Core concepts and value proposition of Financial Services Cloud - Industry use cases in banking and insurance |
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NEW QUESTION # 56
A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?
Answer: D
Explanation:
To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday. Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1. Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.
References:
SetBusiness Hours
Set Up Company-wide Holidays
NEW QUESTION # 57
What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?
Answer: D
Explanation:
A gap analysis is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC). A gap analysis is a method of comparing the current state of a system or process with the desired future state and identifying the gaps or differences between them. By conducting a gap analysis, a consultant can understand the customer's painpoints, requirements,and expectations and design a solution that leverages the best practices and features of Salesforce FSC.
References:
Gap Analysis
Salesforce Financial Services Cloud Implementation Guide
NEW QUESTION # 58
s. Cumulus Bank ' s mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process. Which two features should a consultant suggest to Cumulus Bank to implement?
Answer: A,D
Explanation:
The bank should replace spreadsheet-driven processing with Salesforce ' s standard mortgage flow templates and use Flow Builder to customize the mortgage journey according to the bank ' s requirements.
Salesforce installs mortgage flows as standard Flow templates. Administrators can create a new Flow based on a standard mortgage template, customize its screens and processing logic in Flow Builder, save the resulting implementation, and activate it for users. Mortgage templates support borrower information, assets and liabilities, and related mortgage processes.
This approach moves data capture into a controlled Salesforce process rather than repeatedly importing spreadsheets. Guided flows can collect borrower information consistently, enforce required fields, perform validation, invoke automation, and write information directly to the supported mortgage data model.
Creating a new custom Mortgage Application object is unnecessary because Agentforce Financial Services already provides dedicated mortgage application capabilities and associated data structures. Building duplicate custom objects would increase maintenance and complicate integration with standard Financial Services functionality. Similarly, Data Import Wizard merely transfers existing spreadsheet information into Salesforce and would leave the underlying manual collection process largely unchanged.
Combining standard mortgage templates with Flow Builder gives the organization a reusable, maintainable, and declarative solution that improves efficiency while retaining flexibility to customize the mortgage process.
NEW QUESTION # 59
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff. Which three functions should be added to the Delegated Administrator group?
Answer: A,C,D
Explanation:
Delegated Administration allows selected business users to perform a controlled subset of administrative functions without receiving unrestricted System Administrator authority. The capability is therefore suitable for franchise administration where local administrators need to support their users but must remain constrained to a defined administrative scope.
Delegated administrators can administer users within the roles and subordinate roles specified in their delegated group. Appropriately configured delegated administrators can perform user-management operations, including unlocking users, when the necessary permissions are granted.
Delegated administration also supports management of designated public groups. A delegated administrator can create or maintain membership for public groups made available within the delegated-administration configuration, allowing franchise administrators to manage group membership without receiving organization- wide administration rights.
Salesforce additionally allows delegated administrators to assign or remove permitted permission sets for users within the delegated group. The assignable permission sets must be explicitly included in the delegated group ' s configuration.
Changing organization-wide sharing defaults is an organization-level security architecture function and is not an appropriate delegated administrative capability. OWD changes could alter record access across the entire organization and therefore remain under higher-level administrative control.
NEW QUESTION # 60
What step is required to give users access to the FinancialServices Cloud Commercial Banking features?
Answer: B
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 # 61
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