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| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Analyze business processes and system architecture - Identify requirements and define solution scope - Determine compliance and regulatory considerations |
| Define and Design | 42% | - Data migration and integration strategy - User experience and interface design - Security and access design
|
| Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Configure core FSC features
- Integration and data exchange |
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NEW QUESTION # 86
A wealth management division manages the financial assets of many wealthy clients. Which three steps should the Financial Services Cloud consultant take to offer a high level of customization to boost user productivity?
Answer: A,C,D
Explanation:
Custom Field Sets provide a declarative way to tailor the Financial Services interface for different user populations without changing the underlying data model. This is particularly valuable where wealth managers and investment bankers require different information to perform their jobs efficiently.
The Financial Summary component supports field-set-driven configuration. Administrators can define a field set that determines which summary information is presented and configure the Financial Summary component from Lightning App Builder.
Salesforce also provides Financial Services setup procedures for creating custom Account and Financial Account field sets for user-facing Financials experiences. Administrators choose the specific fields that should appear, allowing the presentation layer to be tailored to the operational needs of a persona.
A consultant can therefore create a Wealth Manager-specific field set, associate it with the appropriate Financial Summary or configurable Lightning component, and use persona-specific Lightning-page configuration so that wealth managers receive the information most relevant to their work without forcing the same presentation on investment-banking users.
Creating another Person Account type does not solve a user-interface customization requirement and incorrectly changes the customer data model. The appropriate solution is to use field sets and component configuration to deliver persona-specific experiences while retaining a common underlying financial data model.
NEW QUESTION # 87
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?
Answer: C
Explanation:
The best way for the Admin to access a Financial Services Cloud pre-configured org, including data and the right licenses, to learn about theproduct is to request a 30-day Financial Services Cloud trial org. You can sign up for the 30-day trial using this form 4. You getpreconfigured and preloaded sample data so you can start playing around in your new org right away. Once you're done testing it out, you can transition your trial org to a production org with the help of youraccount executive or solution engineer. Verified References: :
Trailhead Module 5
NEW QUESTION # 88
Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?
Answer: D
Explanation:
To create a relationship between Rachel and her attorney before assigning the reciprocal role of "Attorney", the Wealth Advisor should create a Contact-Contact Relationship between the primary member of the Adams Household and the attorney. A Contact-Contact Relationship is a junction object that links twocontacts or individuals and defines their relationship with each other2. By using Contact-Contact Relationship, the Wealth Advisor can capture Rachel's extended network of relationships with people outside of her household.
Verified References: 2
NEW QUESTION # 89
Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?
P.S. Free 2026 Salesforce AP-208 dumps are available on Google Drive shared by SureTorrent: https://drive.google.com/open?id=17NKF4IbEslEaF5hCLqLWH0aeZU-eLAcj