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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)
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A, D, E
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Explanation
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 mappedto 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 recordtype 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 |
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?
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C
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Explanation
To modify a published Action Plan to support an additional task, Jen should use the Action Planitem feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified References: : Salesforce Help Article 1 |
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?
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A, B, E
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Explanation
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 executeactions. 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 aretools 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 dataprovided 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. |
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Find answers to the most common questions about the Salesforce Financial-Services-Cloud exam, including what it is, how to prepare, and how it can boost your career.
The Salesforce Financial-Services-Cloud certification is a globally-acknowledged credential that is awarded to candidates who pass this certification exam by obtaining the required passing score. This credential attests and validates the candidates' knowledge and hands-on skills in domains covered in the Salesforce Financial-Services-Cloud certification syllabus. The Salesforce Financial-Services-Cloud certified professionals with their verified proficiency and expertise are trusted and welcomed by hiring managers all over the world to perform leading roles in organizations. The success in Salesforce Financial-Services-Cloud certification exam can be ensured only with a combination of clear knowledge on all exam domains and securing the required practical training. Like any other credential, Salesforce Financial-Services-Cloud certification may require periodic renewal to stay current with new innovations in the concerned domains.