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| Section | Objectives |
|---|---|
| Client and Customer Management | - Client lifecycle management processes - Relationship Groups and role modeling |
| Financial Services Processes | - Sales and service process automation - Wealth and insurance workflows |
| Data Model and Architecture | - Accounts, Contacts, Households, and Relationships - Financial accounts and household structures |
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Security, Reporting, and Integration | - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools - Data security and sharing models |
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NEW QUESTION # 81
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
Answer: B,D,E
Explanation:
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file andData Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 :
Salesforce Help Article 3
NEW QUESTION # 82
The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies. Which three things should be considered when implementing CDS in Agentforce Financial Services?
Answer: A,B,D
Explanation:
Compliant Data Sharing supplements Salesforce ' s standard record-sharing architecture with participant- based access. Record owners can add participants and assign Participant Roles that determine whether those users receive read-only or read/write access. Salesforce also permits non-owner participants who have Edit access through CDS to manage participants, giving them sharing capabilities comparable to the record owner.
Users above the owner can separately retain access through role hierarchy where hierarchy access applies.
Salesforce also imposes a lifecycle dependency between object enablement and Participant Roles. If Compliant Data Sharing must be disabled for a supported object, the participant roles associated with that object must first be removed.
CDS is not limited exclusively to Financial Services objects plus Account and Opportunity. Current Salesforce implementations support additional standard and custom objects and use CDS across multiple Salesforce industry solutions.
For Organization-Wide Defaults, supported objects can use Private or Public Read Only for CDS to provide meaningful incremental access. Public Read/Write makes CDS ineffective because all users already have record access. Therefore, the assertion that OWD must always be Private is too restrictive under the current implementation.
NEW QUESTION # 83
What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?
Answer: B
Explanation:
To create a new Business Milestone Type, you need to add a new picklist value on the Milestone Type field of the Business Milestone object. This field is used to categorize the different types of business milestones that can be tracked for a client. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 57.
NEW QUESTION # 84
In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?
Answer: B
Explanation:
The criteria for commas and symbols to be displayed correctly on the Financial Account Summary component is that user's locale must match user's currency. The locale is a setting that determines how dates, times, numbers, and currencies are formatted and displayed for a user. The currency is a setting that determines how monetary amounts are formatted and displayed for a user. By matching the user's locale with their currency, FSC can ensure that commas and symbolsare displayed correctly on the Financial Account Summary component according to the user's preferences and expectations
NEW QUESTION # 85
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: B,D
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 # 86
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