A consultant is configuring a demo for a customer but cannot create new residential loan application records. What is prohibiting the consultant from creating a new residential loan application?
A. The Residential Loan Application flow was not enabled in the setup.
B. The administrator did not enable "Allow Mortgage Access" in Setup.
C. The user does not have "Mortgage User" checked in their user record.
D. The administrator did not assign the Mortgage permission set to the user.
Explanation:
The administrator did not assign the Mortgage permission set to the user. The Mortgage permission set is required to access the Residential Loan Application object and its related objects, such as Loan Application Form, Loan Assessment, and Loan Product. Without this permission set, the user cannot create, edit, or view residential loan application records. The administrator can assign the Mortgage permission set to the user from the user detail page in Setup. References: [Mortgage Permission Set], [Residential Loan Application Object]
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
A. Create an Apex trigger that will prevent the saving of multiple one-time events
B. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
C. Remove user’s ability to create one-time events
D. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
Explanation:
To prevent users from accidentally creating more than one event of such an event type, the Admin should create a validation rule that will stop the user if they attempt to add multiple one-time events. A validation rule is a rule that verifies that the data a user enters in a record meets the standards you specify before the user can save the record. By creating a validation rule, the Admin can ensure that only one event of a certain type can be created for each contact.
A new custom object has been created, and the records of this object will be created through integration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?
A. Create a junction object between the external system and the new customer object where the data will reside
B. Ensure custom metadata is configured and each custom metadata record details where the data will be sent
C. Use a CSV file with the data created and use Data Loader to map to the correct field
D. Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
Explanation:
To ensure the data is loading into the correct fields in Financial Services Cloud, the consultant should utilize a field mapping file with the external system allocation and the corresponding field in Salesforce. A field mapping file is a file that specifies how fields from an external system map to fields in Salesforce. By using a field mapping file, the consultant can ensure that the data from the new custom object is imported into the correct fields in Financial Services Cloud and avoid any data loss or inconsistency.
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates?
A. User ID
B. Data Load ID
C. External ID
D. Org ID
Explanation:
To prevent the data import from creating duplicates when importing records from a system outside of Salesforce, you should use External ID. External ID is a custom field type that can be used to store unique identifiers from other systems. You can use External ID to match records during data import and avoid creating duplicate records in Salesforce. You can also use External ID to enable upsert operations, which can insert new records or update existing records based on the External ID value. Verified References: : Salesforce Help Article [5] : Salesforce Help Article [6]
How should developers configure customized nodes for display in the Actionable Relationship Center (ARC)?
A. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
B. Select Use Flex Card from the node Display tab to show the node in a Flex Card
C. Reference the flex Card in the Display properties of the custom ARC relationship graph.
D. Select Omni Script from the node Actions tab to show the node in an Omni Script.
Reference:
[Reference: Create and View Custom ARC Graphs | Salesforce Help, Explanation: A flex card is a Lightning web component that displays information about a node in the Actionable Relationship Center (ARC). A flex card can be customized to show different fields, actions, and related lists for different node types. Developers can reference the flex card in the Display properties of the custom ARC relationship graph to configure how each node is displayed in ARC., , , ]
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
A. The managed extension package for intelligent Need-Based Referrals and Scoring
B. Einstein Analytics for Financial Services
C. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
D. Salesforce CRM Dashboards
Explanation:
The unmanaged extension package for Intelligent Need-Based Referrals and Scoring provides users access to referral dashboards and reports, as well as referral scoring and routing features.
A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?
A. FSC Standard
B. FSC Basic
C. OmniStudio
D. FSC Extension
Explanation:
To set up a permission set for Actionable Relationship Center (ARC), the administrator should select FSC Standard as the license on the Permission Set setup page. FSC Standard is a permission set license that enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects and features, including ARC1. By selecting FSC Standard as the license, the administrator can grant users access to ARC and its related objects and fields
An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidential information that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team. Which three FSC features should be part of the solution design?
A. Financial Deal Management
B. Sharing Rules
C. Complianthata Sharing
D. Profiles
E. Interaction Summaries
Explanation:
The following FSC features should be part of the solution design for managing confidential deal information and notes sharing among deal team members:
• Financial Deal Management:
Financial Deal Management is a feature in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use Financial Deal Management to store confidential deal information such as deal name, amount, status, or participants. You can also use Financial Deal Management to associate opportunities, products, or tasks with a deal.
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?
A. Aclion Plans
B. Financial Goals
C. Actionable Relationship Center
D. Flows
Explanation:
The Salesforce feature that should be used for the digital onboarding process is Flows. Flows are a tool that can automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. Flows can also integrate with existing data and prefill fields with information that the bank already has on file, reducing the need to ask the customer for redundant information. Flows can be embedded in Lightning pages, Experience Cloud sites, mobile apps, or websites to provide a seamless and engaging digital onboarding experience.
Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2
A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solution should a consultant suggest the client explore?
A. A Marketing Cloud integration to manage client communications
B. An APEX solution to leverage the SendMail capabilities of Salesforce
C. Process Builder to create automatl&Socument requests for missing items
D. The Send Documents flow for Retail Banking
Explanation:
The solution that the consultant should suggest the client explore to improve its clients’ documentation submission and tracking is the Send Documents flow for Retail Banking. The Send Documents flow for Retail Banking is a prebuilt flow that allows users to send documents requests to clients via email and track the status of the requests in FSC. The flow uses DocuSign eSignature integration to enable clients to sign and return documents electronically. By using the Send Documents flow for Retail Banking, the consultant can help the client streamline and simplify its document management process and improve its customer service agents’ efficiency
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