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| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Configure core FSC features
- Automation and workflows
- Integration and data exchange |
| Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy |
| Discovery | 12% | - Identify requirements and define solution scope - Analyze business processes and system architecture - Determine compliance and regulatory considerations |
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NEW QUESTION # 44
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?
Answer: C
Explanation:
Actionable Relationship Center (ARC) is a tool that aSalesforce FSC consultant can recommend to a wealth manager who needs to make sense of complex client relationships and discover new business opportunities. ARC is an advanced visualization engine that provides a holistic view of customers and their relationships with actionable insights, all in one place5. ARC helps users understand relationships among people and businesses by presenting them in interactive components, such as graphs, cards, lists, and filters6. ARC also allows users to perform actions on the customer data, such as creating tasks, sending emails, or updating records7.
References:
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NEW QUESTION # 45
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
Answer: A,B,D
NEW QUESTION # 46
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 # 47
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim. Which three standard Insurance Platform components can digitally enable these core insurance operations?
Answer: C,D,E
Explanation:
Salesforce ' s Digital Insurance Platform contains purpose-built components that support the principal stages of the insurance lifecycle. Three of those standard components are Quote, Rate, and Apply; Policy Administration; and Claims Management.
Quote, Rate, and Apply enables insurers to deploy digital quote-to-bind experiences for customers, brokers, sales representatives, and underwriters. It supports product selection, rating, quote generation, guided OmniScripts, and digital customer experiences. Customers can therefore provide information and obtain insurance quotes through online channels.
Policy Administration manages the insurance policy lifecycle, including issuance, endorsements, billing, renewals, and commissions. It provides the policy-management layer required after a quote becomes an active insurance relationship. Claims Management supports the claims lifecycle, allowing insurers to create, process, and manage claims while connecting those claims to policy information.
Quote Creation Toolbox and Mobile Claim Submission are not the primary Digital Insurance Platform component names. Mobile experiences can certainly be implemented for claim submission, but they operate through the broader Claims Management capability rather than replacing it as a platform component. The three standard components are therefore Quote, Rate, and Apply; Policy Administration; and Claims Management.
NEW QUESTION # 48
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Agentforce Financial Services objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports ' records. Which three security settings must be set up in Salesforce to meet these requirements?
Answer: A,C,E
Explanation:
Salesforce security should be implemented by separating object and field permissions from record-level access. Permission sets and the Financial Services-provided permission sets determine which objects, fields, applications, and Financial Services capabilities a user can access. This approach is preferable to attempting to manage every requirement exclusively through custom profiles because permission sets provide modular, additive access that can be assigned according to job function.
For record visibility, Organization-Wide Defaults establish the baseline access level. Because the stated requirement is that records remain private, OWD must be configured restrictively for the relevant objects.
Salesforce recommends establishing the most restrictive appropriate OWD first and then using the remaining sharing mechanisms to selectively broaden access.
The Role Hierarchy then satisfies the managerial-access requirement. Users higher in the hierarchy can inherit access to records owned by, or shared with, users below them. Salesforce specifically identifies the role hierarchy as the mechanism for extending record visibility upward through the management structure.
Explicitly sharing every subordinate ' s individual records with each manager would introduce unnecessary administration and duplicate functionality already provided by the hierarchy.
NEW QUESTION # 49
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