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?
A. APEX classes
B. Streaming API
C. Data Raptor Extract
D. Integration Procedure
Explanation:
Reference: [Reference: Integration Procedure | Vlocity Developer Docs, Explanation: An Integration Procedure is a feature of Vlocity that allows users to create and execute data integration tasks between Salesforce and external systems. An Integration Procedure can perform various operations, such as extract, transform, load, query, or update data from different sources and targets. An Integration Procedure can also invoke other Vlocity features, such as DataRaptors, OmniScripts, or Calculations., To implement a Flex Card for weather conditions in the console, the consultant should use an Integration Procedure that can do the following steps:, Query the weather API using an HTTP action and pass the account address as a parameter., Extract the relevant fields from the weather API response, such as temperature, humidity, precipitation, etc., Query the account field from Salesforce using a DataRaptor Extract action and pass the account ID as a parameter., Merge the weather API fields and the account field into a single data set using a List Merge action., Return the data set to the Flex Card using a Return action., , ]
A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulations when customers contact the bank. Which two features should a consultant leverage to design this business process?
A. Omni Studio
B. Process Builder
C. Discovery Framework
D. Screen Flows
Explanation:
Process Builder and Screen Flows are two features that can be used to design a business process for identity verification. Process Builder is a tool that allows you to automate business processes by creating workflows that trigger actions based on certain criteria. Screen Flows are a type of flow that guide users through a series of screens to collect and update data. You can use Process Builder to launch a Screen Flow when a customer contacts the bank, and use the Screen Flow to capture and verify the customer’s identity information. References: [Process Automation], [Screen Flows]
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?
A. Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
B. Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
C. Create a custom Person Account hierarchy to link duplicate client records.
D. Create custom components to provide a single view of the client.
E. Link individuals using related contacts to link duplicate client records
Explanation:
A Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use Relationship Groups to link duplicate client records and create a consolidated view of their financial data, activities, and interactions. You can also use Relationship Groups to sync data between Salesforce and the source system using external IDs and integration tools. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 67.
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees. How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?
A. Create an Account sharing rule based on record owner.
B. Create Account sharing rules based on criteria.
C. Create a Financial Account sharing rule based on record owner.
D. Create a Financial Account sharing rule based on criteri
Explanation:
To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group based on a field value that indicates the product type.
A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC. What should the administrator do when designing the future state business process using FSC features?
A. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
B. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
C. When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
D. When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.
Explanation:
To design the future state business process using FSC features, the administrator should create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to “Customer”. An action plan is a feature that allows users to create templates for common client processes, such as account opening, loan application, or financial review. An action plan template consists of action plan items that define the tasks, subtasks, and deadlines for each step of the process. By creating an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to “Customer”, the administrator can automate the email reminder process and track and report on the progress in FSC
A financial services company must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates. What should the administrator configure to meet the requirement?
A. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
B. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non-work days to skip.
C. Configure the day without business hours, it is considered a non-work day, even if the day is a recurring holiday.
D. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
Explanation:
To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday. Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1. Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.
References:
Set Business Hours
Set Up Company-wide Holidays
What are the three building blocks of Flow Orchestration?
A. Steps
B. Blocks
C. Stages
D. Processes
E. Work Items
Explanation:
The following are the building blocks of Flow Orchestration:
Steps: Steps are discrete units of work that can be performed by a user or a system within a flow orchestration. Steps can have different types, such as user input steps, system action steps, decision steps, or subflow steps. Steps can also have different attributes, such as name, description, icon, input variables, output variables, or preconditions.
Stages: Stages are logical groupings of steps that represent phases or milestones within a flow orchestration. Stages can have different attributes, such as name, description, icon, entry criteria, exit criteria, or completion actions.
Work Items: Work Items are instances of flow orchestrations that track the progress and status of each execution. Work Items can have different attributes, such as name, description, owner, assignee, due date, priority, status, stage history, or step history. Verified References: : Salesforce Help Article [7] : Salesforce Help Article [8] : Salesforce Help Article [9]
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9
A. The bank wants to use this project as an opportunity to retire customization
B. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.
C. Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
D. The bank has limited redesign opportunities for business capabilities.
E. Existing business capabilities and processes can be redesigned to deliver a higher business impact
Explanation:
The following considerations indicate that a new Salesforce org is the better choice for implementing Financial Services Cloud:
The bank wants to use this project as an opportunity to retire customization. A new org will allow the bank to start fresh and avoid carrying over unnecessary or outdated customization that may conflict with Financial Services Cloud features or best practices.
The current implementation is using a product-centric view and the bank wants to move to a customer-centric view. A new org will allow the bank to adopt the Financial Services Cloud data model, which is designed to provide a holistic view of the customer and their relationships, goals, financial accounts, activities, and interactions.
Existing business capabilities and processes can be redesigned to deliver a higher business impact. A new org will allow the bank to leverage the Financial Services Cloud capabilities, such as Action Plans, Relationship Groups, Rollup By Lookup, Service Processes, etc., to optimize their business processes and enhance their customer experience. Verified References: : Salesforce Help Article 6
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts. Which three things should a consultant do to prepare for the conversion?
A. Update all opportunities linked to individual account records to be owned by the individual account record's owner.
B. Ensure each account.phone field in the individual account record is blank.
C. Ensure all individual account records to be converted are only linked to exactly one contact record.
D. Test out the conversion in a sandbox, including all integrations and customizations.
E. Ensure each individual account to be converted is not a parent account of any other account records.
Explanation:
Reference: [Reference: Transform the Individual Data Model to Person Accounts in Financial Services Cloud, Explanation: To prepare for converting from the individual account model to person accounts in Financial Services Cloud, the consultant should do the following tasks:, Ensure all individual account records to be converted are only linked to exactly one contact record. A person account is a combination of an account and a contact record that represents an individual customer. To convert an individual account record to a person account record, the individual account record must have exactly one contact record related to it. If an individual account record has no contact records or more than one contact records related to it, it cannot be converted to a person account record.,
Test out the conversion in a sandbox, including all integrations and customizations. A sandbox is a copy of a Salesforce org that can be used for testing and development purposes. Before converting from the individual account model to person accounts in production, the consultant should test out the conversion process in a sandbox to ensure that it works as expected and does not cause any errors or issues with existing integrations and customizations., Ensure each individual account to be converted is not a parent account of any other account records. A parent account is an account record that has one or more child accounts related to it by a hierarchical relationship. To convert an individual account record to a person account record, the individual account record must not be a parent account of any other account records. If an individual account record is a parent account of any other account records, it cannot be converted to a person account record., , ]
For which three objects are Rollup By Lookup (RBL) summaries are available?
A. Life Events
B. Financial Accounts
C. Assets and Liabilities
D. Contacts
E. Claims
Explanation:
Rollup By Lookup (RBL) summaries are available for the following objects:
Financial Accounts, which are records that represent financial products or services that a client owns or uses1.
Assets and Liabilities, which are records that represent the value of what a client owns or owes1.
Contacts, which are records that represent individuals who are associated with an account3.
| Page 7 out of 18 Pages |
| Previous |
Copyright © - All Rights Reserved