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Free FINANCIAL-SERVICES-CLOUD Exam Braindumps (page: 19)

Page 18 of 44
PDF with 170 Questions

Which two statements are true for a Group in Financial Services Cloud?

  1. Financial Services Cloud includes a group record type for households
  2. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
  3. A group is a type of account record that people and businesses can be related to through the account contact relationship object.
  4. Financial Services Cloud includes a group record type for businesses

Answer(s): A,C

Explanation:

The following statements are true for a Group in Financial Services 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.



What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

  1. Use Field Level Security on Milestones
  2. Flow for Financial Service Cloud is not available for the Individual Object Model.
  3. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
  4. The Flow users require a Flow Permission Set License.

Answer(s): A,B

Explanation:

The following considerations should be reviewed before implementing Flow for customer onboarding:
Use Field Level Security on Milestones, which is a setting that controls whether users can view and edit fields on records. The Admin should use Field Level Security to restrict access to the Milestones field on the Flow Template object, which is used to track the progress of customer onboarding flows2.
Flow for Financial Service Cloud is not available for the Individual Object Model, which is an alternative data model that uses the Individual object instead of Person Accounts to store information about people. Flow for Financial Service Cloud only supports Person Accounts as the primary object for customer onboarding flows2. Verified


Reference:

2



Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

  1. Sync with Company Calendar
  2. Skip Non-Work Days for Deadlines
  3. Skip Non-Work Days For Tasks
  4. Skip Non-Work Days for Action Plans

Answer(s): B

Explanation:

The setting in Action Plans that helps to avoid non working hours, company holidays, and other non working days for deadline calculation is Skip Non-Work Days for Deadlines. This is a custom setting that determines whether to exclude non work days when calculating the due date for action plan items based on the action plan item template duration. By enabling this setting, the Admin can ensure that the deadlines are realistic and achievable



Cumulus Cloud Bank must provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?

  1. Use the Data Consumption Framework to connect to the bank's middleware.
  2. Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.
  3. Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.
  4. Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make callouts to the core system services.

Answer(s): D

Explanation:

The most suitable option for Cumulus Cloud Bank to provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances, is to embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make callouts to the core system services. This option allows the bank to leverage the Lightning Platform features and capabilities, such as Lightning web components, Apex, and callouts, to create a seamless and performant integration with their core systems. By using custom Lightning web components, the bank can create custom user interfaces that display the data from the core systems on the Account and Financial Account pages. By using custom Apex, the bank can write code that makes callouts to the core system services using HTTP requests and responses, and handle any authentication, error handling, or data transformation logic.






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