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Prepare For Realistic Financial-Services-Cloud Dumps PDF – 100% Passing Guarantee [Q30-Q50]

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Prepare For Realistic Financial-Services-Cloud Dumps PDF – 100% Passing Guarantee

Check the Available Financial-Services-Cloud Exam Dumps with 172 Q’s

FRAGE 30
How can you relate an opportunity to a campaign? (2 answers)

Select the Primary Campaign Source for the Opportunity

Use the Campaign influence Related List on the Opportunity

Use the Campaign Hierarchy Related List on the Opportunity

You cannot relate an opportunity to a campaign

FRAGE 31
What standard object has a one-to-many relationship with the account object? (3 answers)

Blei

Gelegenheit

Kampagne

Kontakt

Case

FRAGE 32
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)

Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.

Assign the Person Account record type to the user profiles.

Disable the Person Account custom setting.

Remove Person Account record types from the Individual Record Type Mapper.

Assign the Individual record type to the user profiles.

Erläuterung
The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:
Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model. This is an irreversible process that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before requesting the conversion in production.
Remove Person Account record types from the Individual Record Type Mapper. You need to remove any Person Account record types that are mapped to Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup > Financial Services Settings > Individual Record Type Mapper.
Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access Individual records. The Individual record type is a standard record type on the Account object that represents an individual person who is not directly related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings > Accounts > Record Types. Verified References: : Salesforce Help Article 5 : Salesforce Help Article 6 : Salesforce Help Article 7

FRAGE 33
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can support his B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

Person Accounts can be merged with Business Accounts in Financial Services Cloud

To share a Person Account record the admin will need to create sharing rules Account and Contact objects

The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.

The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.

The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended ” with custom fields and a Person Account Record Type

Erläuterung
The following statements are true for the Financial Services Cloud Person Account Data Model:
The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes data such as date of birth or tax ID number. You can use Person Accounts to store information about individual people by combining certain Account and Contact fields into a single record.
The Person Account model uses the standard Account object to hold all of the details about a person.
The Account object has been extended with custom fields and a Person Account Record Type. You can use Person Accounts to simplify your data model and reduce the number of records you need to manage.

FRAGE 34
Universal Containers currently assigns its users from the facilities and IT teams to the same profile. Universal container recently created a custom object to track company cars and wants only users from the facilities team to have access to this new object.
How can an administrator meet this requirement?

Modify the standard profile currently shared by both teams

Configure field-level security on the new object for the facilities team.

Assign the facilities team to a new role in the role hierarchy.

Create a custom profile for users on the facilities team

FRAGE 35
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

Assets & Liabilities

Gelegenheit

Case

Konto

Financial Account

The following objects should be used when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline:
Opportunity: An Opportunity is a standard object that represents a potential sale or deal for your products or services. You can use the Opportunity object to track and manage the stages, amounts, probabilities, and expected revenue of your deals. You can also use the Opportunity object to associate products, price books, quotes, contracts, orders, or assets with your deals.
Account: An Account is a standard object that represents a person or an organization that has a business relationship with your company. You can use the Account object to store information about your customers, such as name, address, phone number, website, industry, or rating. You can also use the Account object to associate contacts, opportunities, activities, cases, or notes with your customers.
Financial Account: A Financial Account is a custom object in Financial Services Cloud that represents a financial product or service that is owned by an account holder or related to an account holder’s financial goal. You can use the Financial Account object to store information about your customers’ financial accounts, such as type, balance, status, or interest rate. You can also use the Financial Account object to associate financial transactions, financial account roles, or financial goals with your customers’ financial accounts. Verified Reference: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]

FRAGE 36
The system administrator team at a retail consumer bank just received data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC data migration?

1. Accounts and contacts
2. Financial accounts
3. Account groups and households

1. Financial accounts
2. Accounts and contacts
3, Account groups

1. Accounts and contacts
2. Households
3. Financial accounts

1. Households
2. Financial accounts
3. Person accounts

Erläuterung
The order of uploading Salesforce objects during an FSC data migration is important to ensure data integrity and avoid errors. The recommended order is:
Accounts and contacts: These are the core objects that store the basic information about the customers and their relationships. They should be uploaded first to establish the foundation for the FSC data model4.
Financial accounts: These are the custom objects that store the financial information about the customers, such as balances, interest rates, fees, and transactions. They should be uploaded after the accounts and contacts, and linked to them using lookup fields5.
Account groups and households: These are the custom objects that group the accounts and contacts based on common attributes or relationships, such as family members or business partners. They should be uploaded after the financial accounts, and linked to them using junction objects6.
Referenzen:
Financial Services Cloud Data Model
Data Migration Best Practices
Accounts and Contacts
Financial Accounts
Account Groups and Households

FRAGE 37
Financial Advisors can create a financial goal to track a client’s progress toward major purchases, retirement savings, or other life goals. Which statements are correct?

You can only create savings-oriented goals.

You can’t create a goal for paying down a debt.

You can associate a goal with a specific financial account.

Financial Goals require the Financial Goals permission set to be visible to a user.

FRAGE 38
Lake Tahoe Bank’s System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

Lead Routing

Web to-Lead

Lead Assignment Rules

Lead Approval

Einstein Lead Scoring

FRAGE 39
A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?

FSC Foundations permission set license

FSC Basic permission set license

FSC Extension permission set license

FSC Standard permission set license

FRAGE 40
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

Industry Integration Solutions with the MuleSoft Anypoint Platform

Data Processing Engine

OmniStudio Integration Procedures

Data Consumption Framework

OmniStudio DataRaptors

Erläuterung
Salesforce offers various tools and capabilities to integrate Financial Services Cloud with external systems, such as core banking, insurance, or mortgage platforms. Some of the tools and capabilities that a consultant can recommend are:
Industry Integration Solutions with the MuleSoft Anypoint Platform: These are prebuilt integration solutions that leverage the MuleSoft Anypoint Platform to connect Financial Services Cloud with common industry systems, such as Fiserv, FIS, Jack Henry, and Guidewire1. These solutions enable bi-directional data synchronization, orchestration, and transformation between Salesforce and the external systems2.
OmniStudio Integration Procedures: These are reusable components that define the logic and sequence of steps for integrating data from external sources into Financial Services Cloud3. Integration procedures can be triggered by events, such as a button click or a record update, and can invoke other components, such as DataRaptors or OmniScripts4.
OmniStudio DataRaptors: These are data transformation components that can extract, load, and manipulate data from various sources, such as Salesforce objects, REST or SOAP web services, or CSV files5. DataRaptors can be used to map data between different formats, perform calculations or validations, or create or update records in Financial Services Cloud6.
Referenzen:
Industry Integration Solutions
MuleSoft Anypoint Platform
OmniStudio Integration Procedures
Create an Integration Procedure
OmniStudio DataRaptors
Create a DataRaptor

FRAGE 41
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to navigate to different screens. Flows can simplify and streamline the customer onboarding process by automating tasks and collecting information in an easy and intuitive way. You can use Flows to create service requests that capture the customer’s details and update the related records in one place.
Flows enable customers to schedule appointments via customer communities, mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile apps, or websites to provide self-service options for customers. You can use Flows to create appointment scheduling forms that allow customers to book appointments with the right specialist at the right time and place. Verified Reference: : Salesforce Help Article 3 : Salesforce Help Article 4

FRAGE 42
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

Person Accounts can be enabled and disabled only by contacting Salesforce Support

Person Accounts cannot be disabled once they were enabled

Creating a client record via Salesforce Inbox is not supported.

AppExchange packages will not work if Person Accounts are enabled

FRAGE 43
What is included in an FSC license?

Lightning Scheduler

Action Plans

Einstein Analytics for Financial Services

FSC for Community

FRAGE 44
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?

OmniScripts

Integration Procedures

FlexCards

APEX Code

Business Rules Engine

The following OmniStudio tools should be used to design a solution that meets the requirements for creating a car insurance quote process for the website:
OmniScripts, which are tools that allow users to create guided, interactive, and intuitive scripts that capture data and execute actions. By using OmniScripts, the consultant can create a script that guides the user through the car insurance quote process and captures the contact and address information, the driver’s age, and the car model and year.
Integration Procedures, which are tools that allow users to orchestrate data and actions across multiple systems using RESTful APIs. By using Integration Procedures, the consultant can create a procedure that calls the core system service to calculate an insurance quote based on the data provided by the user and returns the quote to the OmniScript.
Business Rules Engine, which is a tool that allows users to define business logic and validation rules using natural language expressions. By using Business Rules Engine, the consultant can create rules that validate the data entered by the user and enforce any business policies or conditions for the car insurance quote process.

FRAGE 45
Which chart type can be used to display summary values from two different levels of grouping in a report. (2 answers)

Stacked bar chart

Funnel chart

Donut chart

Grouped line chart

FRAGE 46
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

Create custom fields on the Person Account object.

Configure Individual Record Type Mapper” custom metadata.

Create a record type on the Contact object.

Enable “Use Person Account” custom setting.

Erläuterung
To set up the new record types for Person Accounts, the administrator should configure Individual Record Type Mapper custom metadata. The Individual Record Type Mapper is a custom metadata type in Financial Services Cloud that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. The Individual Record Type Mapper maps Person Account record types to Individual record types, so that when a new Individual record is created from an email or calendar event, it automatically creates a corresponding Person Account record with the same record type. To configure Individual Record Type Mapper custom metadata, you need to go to Setup > Custom Metadata Types > Individual Record Type Mapper > Manage Records and create a new record for each Person Account record type and its matching Individual record type. Verified References: : Salesforce Help Article [8] : Salesforce Help Article [9]

FRAGE 47
When can a validation rule be used to prevent invalid data? (3 answers)

When records are edited by a user

When records are deleted by a user

When records are submitted using web-to-lead

When records are imported

When records are updated by a workflow rule

FRAGE 48
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?

Policy Administration

Claims Management

Quote, Rate, and Apply

Quote Creathqn Toolbox

MobileClaimSubmission

The following standard Insurance Platform components can digitally enable the core insurance operations of getting an insurance quote or submitting a claim:
Policy Administration, which is a component that allows users to manage the lifecycle of insurance policies, such as creating, renewing, canceling, or endorsing policies. By using Policy Administration, the consulting firm can enable customers to view and update their policy information online.
Claims Management, which is a component that allows users to manage the lifecycle of insurance claims, such as creating, investigating, adjusting, or settling claims. By using Claims Management, the consulting firm can enable customers to submit and track their claims online.
Quote, Rate, and Apply, which is a component that allows users to create and compare insurance quotes, calculate premiums and discounts, and apply for policies online. By using Quote, Rate, and Apply, the consulting firm can enable customers to get an insurance quote online

FRAGE 49
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?

Ensure Person Accounts is enabled on the org

Configure your Person Account record types m the Indrvidual Record Type Mapper.

Enable ‘Individual to Person Account Migration’ in Custom Settings.

Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records

Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.

Erläuterung
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 and Data Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 :
Salesforce Help Article 2 : Salesforce Help Article 3

FRAGE 50
Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?

APEX classes

Streaming-API

Data Raptor Extract

Integrationsverfahren

Laden …

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