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| Section | Weight | Objectives |
|---|---|---|
| Delivery and Configuration | 46% | - Reporting, dashboards, and analytics - Integration and data exchange - Initial setup and package installation - Automation and workflows
|
| Define and Design | 42% | - Security and access design
- Data migration and integration strategy - Data model, objects, and relationships
|
| Discovery | 12% | - Determine compliance and regulatory considerations - Analyze business processes and system architecture - Identify requirements and define solution scope |
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NEW QUESTION # 62
A system administrator at a financial services company wants to build a report to show Interest Tags. Which two things should the administrator consider when configuring the report?
Answer: B,C
Explanation:
Interest Tags use Salesforce Topics infrastructure, but reporting begins with a custom report type whose primary object is Tag Categories. Salesforce states that Interest Tags are represented through Topics, so a report that surfaces Interest Tags must include the Topics object.
The administrator first creates a custom report type and selects Tag Categories as the Primary Object. Topics is then added as the related object. This relationship allows the report to group Interest Tags under their configured categories and display details such as the topic name, description, and the record to which the Interest Tag is assigned.
Option C reverses the required report-type relationship because Topics is not the primary object in Salesforce
' s documented Interest Tags report configuration. Option D is also inaccurate in its stated implementation. To limit results to tags assigned to a particular Salesforce object, administrators can use the record key prefix rather than simply choosing an object name from a generic filter.
This reporting architecture provides structured analysis of customer interests while retaining the Tag Category hierarchy used to organize Interest Tags. Therefore, the correct considerations are to report through Topics and make Tag Categories the primary object in the custom report type.
NEW QUESTION # 63
A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?
Answer: A
Explanation:
Relationships between two business accounts are modeled through Account-Account Relationships, with reciprocal relationship definitions specifying the role each account plays relative to the other. Therefore, the administrator should create the appropriate Account Reciprocal Role rather than simply adding an arbitrary value to a relationship-object picklist.
Salesforce Financial Services relationship modeling supports connections among households, businesses, trusts, professional organizations, and other entities. Reciprocal roles describe the meaning of each side of a relationship-for example, Proprietor and Business, or another organization-specific pair. Salesforce provides commonly used reciprocal role records and permits administrators to configure additional roles when the packaged options do not represent the organization ' s business relationships.
The Account-Account Relationship object is the structural record that relates business accounts, while the relationship-role definition supplies the semantics of that relationship.
Account-Contact and Contact reciprocal roles apply to relationships involving contacts or individuals, so they do not satisfy a two-business-account requirement. The proper configuration is therefore a new Account Reciprocal Role.
NEW QUESTION # 64
A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection. What is the reason for this?
Answer: A
Explanation:
Chatter components in Lightning App Builder depend on Feed Tracking being enabled for the underlying object. Therefore, if the administrator edits the Action Plan Lightning record page before enabling feed tracking for Action Plan, Chatter-related components are not presented as available components.
Salesforce guidance states that Chatter Publisher, Chatter Feed, and Chatter components can be absent from Lightning App Builder when Feed Tracking is not enabled for the object. Once the administrator enables Feed Tracking through Setup, Feed Tracking, the Chatter components become available for placement on the object
' s Lightning record page.
Feed tracking serves two related purposes. It enables users to follow activity associated with a record, and it provides the object-level capability required for the Lightning Chatter feed experience. Salesforce supports configuring feed tracking for custom and managed-package objects where the feature is available.
This is independent of whether the administrator personally has the Action Plans permission set. The absence of the component in Lightning App Builder is a configuration issue rather than a user entitlement issue. Nor is there a separate Action Plan-specific Chatter switch that replaces standard Feed Tracking. Once Feed Tracking is enabled for Action Plan, the administrator can return to Lightning App Builder and add the required Chatter component.
NEW QUESTION # 65
Which three record type options should an advisor configure for a Lead object configuration?
Answer: A,C,E
Explanation:
Agentforce Financial Services extends the standard Salesforce Lead object with record types appropriate to financial-services acquisition and referral processes. The relevant Lead record types are General, Referral, and Retirement Planning.
The General record type supports ordinary prospect-management scenarios. Salesforce ' s Financial Services configuration documentation identifies General as an available Lead record type and provides a corresponding Lead page-layout assignment. Retirement Planning is a business-to-consumer Lead record type intended for retirement-focused prospect scenarios.
The Referral record type is particularly important in Financial Services. Salesforce uses it to allow users to create and route referrals based on an expressed customer interest. Administrators can also create additional referral record types by deriving a custom Lead record type from Referral and configuring the corresponding Referral Record Type Mapper custom metadata.
Salesforce ' s Financial Services data model identifies the Lead record types as General, Referral, and Retirement Planning.
Opportunity is a separate Salesforce object and therefore is not a Lead record type. Adjustments likewise is not one of the standard Financial Services Lead record types applicable to this configuration.
NEW QUESTION # 66
If a client is associated with more than one Household or Group, where will this clients records get rolled up to?
Answer: A
Explanation:
If a client is associated with more than one Household or Group, their records will get rolled up to the household selected by the advisor for record rollups. A Household or Group is a construct in Financial Services Cloud thatallows you to group related accounts together and view their aggregated financial data and activities. A client can belong to multiple Households or Groups, but only one of them can be selected as their primary Group for record rollups. The primary Groupdetermines which Household or Group will display the client's records in its summary components or related lists. The advisor can select or change the primary Group for a client using the Primary Group field on the client's record page. Verified References: : Salesforce Help Article 6
NEW QUESTION # 67
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