Master Salesforce Financial Services Cloud Exam with Reliable Practice Questions
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Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadata type and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?
Correct : C
To use the OmniScript metadata type, the administrator should enable a custom domain in the Salesforce org. A custom domain is a unique URL that replaces the standard Salesforce domain (such as https://yourcompany.my.salesforce.com) with a branded domain (such as https://yourcompany.force.com). A custom domain allows users to access OmniScripts and other Vlocity features from a web browser or a mobile app. A custom domain also provides enhanced security and performance for the org.
To enable a custom domain, the administrator needs to do the following steps:
From Setup, in the Quick Find box, enter My Domain, then select My Domain.
Enter a subdomain name and check its availability.
Click Register Domain.
After receiving an email confirmation that the domain is ready, click Deploy to Users.
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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?
Correct : D
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.
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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?
Correct : C, D, E
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.
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To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?
Correct : B, C
Financial Services Cloud functionality is available from two packages: the managed package and the unmanaged extension packages. The managed package contains most of the Financial Services Cloud functionality, such as custom fields and objects, list views and profiles of clients and households, and administrative configurations. The unmanaged extension packages provide additional functionality that is not included in the managed package, such as:
The Commercial Banking dashboard: This is a dashboard that provides insights into commercial banking activities and performance, such as loan portfolio health, deposit growth, referral pipeline, and customer satisfaction. The Commercial Banking dashboard is included in the unmanaged commercial banking extension package.
Field sets that configure how fields display in the client and household profiles: These are field sets that determine which fields are displayed in different sections of the client and household profiles, such as Client Overview, Household Overview, Client Details, Household Details, etc. The field sets are included in the unmanaged extension package.
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A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
Correct : B, D
Some possible reasons why the user can't find any reciprocal roles displayed in the related role lookup are:
Reciprocal roles have not been created in the org. Reciprocal roles are custom objects that define the possible roles for users who need access to Account or Contact records. For example, a reciprocal role can be Advisor, Client, Specialist, or Decision Maker. Each reciprocal role has an associated access level that determines what data fields the user can view or edit. To create reciprocal roles, the administrator needs to do the following steps:
From Setup, open Object Manager.
In the Quick Find box, enter Reciprocal Role, and then select Reciprocal Role.
Click Fields & Relationships, and then select Role Name.
Click New to create a new picklist value for the Role Name field.
Enter a label and a value for the new role, such as Attorney or Client.
Click Save.
The user should be using the Edit Group button to access reciprocal roles. The Add Contact option on the relationship tree only allows the user to add existing contacts as members of a relationship group, such as a household or a business group. The user cannot specify reciprocal roles for the members using this option. To specify reciprocal roles for the members of a relationship group, the user needs to do the following steps:
Click Edit Group on the relationship group record page.
In the Edit Group window, click Member Relationships.
For each member of the group, select a role from the Role picklist and a related role from the Related Role lookup.
Click Save.
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