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| Section | Weight | Objectives |
|---|---|---|
| Define and Design | 42% | - Security and access design
- User experience and interface design |
| Discovery | 12% | - Identify requirements and define solution scope - Analyze business processes and system architecture - Determine compliance and regulatory considerations |
| Delivery and Configuration | 46% | - Integration and data exchange - Initial setup and package installation - Reporting, dashboards, and analytics - Configure core FSC features
|
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問題 #12
A financial services company needs to transform the individual data model to person accounts in Agentforce Financial Services, and its consulting partner is helping decide the sequence of the user stories in the design phase. What should the implementation team do as the top priority during planning?
答案：A
解題說明：
A transformation from the individual account model to Person Accounts is a significant data-model change and must be approached with strong data-protection controls. The implementation team should therefore prioritize a complete data backup before changing or converting existing customer records.
Salesforce ' s conversion guidance includes performing a backup as a core prerequisite in the transformation sequence. The process ultimately changes individual Account and Contact records into Person Account records, and Salesforce emphasizes that the transformation must first be tested carefully because the Person Account model cannot simply be disabled after it has been enabled.
Salesforce also recommends creating a sandbox to assess how Person Accounts affect the organization ' s technical architecture, integrations, automation, components, reports, and customizations. However, from a migration-risk perspective, preservation of the existing production data is fundamental before irreversible data transformation activities are performed.
Subsequent implementation activities include enabling Person Accounts, enabling them for Agentforce Financial Services, configuring record types through the Individual Record Type Mapper, validating source records, and executing the conversion. These activities depend on careful preparation. A reliable backup provides the implementation team with an authoritative pre-migration data state and should therefore be treated as a top planning priority.
問題 #13
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
答案：A,D,E
解題說明：
The following records support Document Checklist Items out of the box in Financial Services Cloud:
Account: An Account is a record that represents a person or anorganization that has a business relationship with your company. You can use Document Checklist Items to request and track documents from your account holders, such as identity proofs, tax forms, or contracts.
Residential Loan Application: A Residential Loan Application is a record that represents a request for a loan to purchase or refinance a residential property. You can use Document Checklist Items to request and track documents from your loan applicants, such as income statements, credit reports, or property appraisals.
Opportunity: An Opportunity is a record that represents a potential sale or deal for your products or services.
You can use Document Checklist Items to request and track documents from your opportunity owners, such as proposals, quotes,or agreements. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4
問題 #14
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver ' s age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client ' s record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
答案：A,B,D
解題說明：
This quoting process requires three distinct capabilities: guided data collection, business-rule execution, and server-side orchestration. OmniScripts, Business Rules Engine, and Integration Procedures provide those capabilities declaratively.
An OmniScript supplies the guided web experience. It can collect contact information, address details, driver age, vehicle model, vehicle year, and other inputs through a structured multi-step interface. OmniScripts are specifically designed for interactive, guided business processes.
Business Rules Engine performs the insurance rating logic. User characteristics can be passed to an expression set and decision matrix; the rules locate applicable rating factors, perform calculations, and return the resulting premium quote.
An Integration Procedure orchestrates server-side processing. It can receive values from the OmniScript, invoke Business Rules Engine components, interact with external services when necessary, and create or update Salesforce records without requiring multiple client-server round trips. Salesforce supports calling expression sets and decision matrices from both OmniScripts and Integration Procedures.
FlexCards are primarily used to display contextual information rather than to implement the complete quoting workflow. Custom Apex is unnecessary where the required capabilities are available declaratively through OmniStudio and BRE.
問題 #15
Which two statements are true for a Group inFinancial Services Cloud?
答案：A,D
解題說明：
The following statements are true for a Group in FinancialServices Cloud:
Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.
A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.
問題 #16
The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
答案：B
解題說明：
To display the most important fields on the side panel of ARC, the Admin mustconfigure the Compact Layout for each object. The Compact Layout is a layout that determines which fields appear in key places in Salesforce such as record highlights areas, list views, lookup dialogs, and global search results. The Admin can use the Compact Layout to select up to 10 fields that are most relevant for each object and display them on the side panel of ARC
問題 #17
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