QUESTION: 77

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

Once-in-a-Lifetime event types
Special event types
Single event types
Unique event types

Answer(s): D

Explanation:

To enable advisors to capture Once-in-a-Lifetime events and prevent users from accidentally creating more than one event of such an event type, the consultant should configure Unique event types. Unique event types are event types that can only be created once for each contact or individual, such as birth, death, or marriage. By using Unique event types, the consultant can ensure that advisors can capture important life events for their customers and avoid duplication or inconsistency.

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QUESTION: 78

Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?

Coordinate multiple flows and assign them to multiple teams or individuals.
Suggest offers and actions to users that are tailored to meet an organization's unique business criteria.
Collect input from internal users with a form placed on a Lightning page cKlaunched by a button.
Perform an operation for more records than schedule-triggered flows allow

Answer(s): C

Explanation:

A suitable use case for Flow Builder is to collect input from internal users with a form placed on a Lightning page or launched by a button. Flow Builder is a tool that allows users to automate business processes by building flows that guide users through screens, execute logic, manipulate data, and interact with Salesforce and external systems. By using Flow Builder, the system administrator can create a flow that collects input from internal users with a form and performs actions based on the input.

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QUESTION: 79

Which three related lists are visible within Actionable Relationship Center associated with the Account object?

Cases
Notes and Attachments
Client Financial Goals
Financial Holdings
Household Financial Accounts

Answer(s): C,D,E

Explanation:

The following related lists are visible within Actionable Relationship Center (ARC) associated with the Account object:
Client Financial Goals, which is a related list that displays the financial goals of the account, such as retirement, education, or debt payoff.
Financial Holdings, which is a related list that displays the financial accounts of the account, such as bank accounts, investment accounts, or insurance policies. Household Financial Accounts, which is a related list that displays the financial accounts of the account's primary group, such as household or business group.

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QUESTION: 80

A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

OmniStudio Action Document Generation
Calculation Procedure
DataRaptor
Integration Procedure

Answer(s): A,C

Explanation:

The following OmniStudio tools should be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool that allows users to create documents from templates and data sources using OmniScripts and Integration Procedures. By using OmniStudio Action Document Generation, the consultant can create a document template with placeholders for the contact and address information and generate a PDF file from it using an OmniScript. DataRaptor, which is a tool that allows users to extract and transform data from Salesforce or external systems using Integration Procedures. By using DataRaptor, the consultant can create a data source that retrieves the contact and address information from Salesforce and maps it to the document template placeholders.

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QUESTION: 77

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QUESTION: 78

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QUESTION: 79

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QUESTION: 80

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