Question 1

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?

Options :

A : OmniStudio Action Document Generation

B : Calculation Procedure

C : DataRapto

D : Integration Procedure

Answer: A,C

Question 2

What benefits do Flows for FSC offer to support customer onboarding?

Options :

A : Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

B : Flows provide step-by-step guidance for common service requests, such as change of address, or changeof beneficiary without the need to navigate to different screens.

C : Flows enable customers to schedule appointment via customer communities, mobile apps, or websites.

D : Flows enable customers to schedule appointments via customer communities, mobile apps, or websites.

E : Flows enable customers to book appointments with the right specialist at the right time and place through self-service scheduling

Answer: B

Question 3

Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

Options :

A : Add the Business record type to the Group record type mapper

B : Capture the majority owner as parent account using Account hierarchy

C : Leverage Groups to capture the majority owner and Account hierarchy to capture minority owner

D : Enable Relationship Group Hierarchy in Custom Metadata

E : Link multiple owners to the business entity as a Group

Answer: A,C

Question 4

Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff. Which three functions should be added to the Delegated Administrator group?

Options :

A : Unlock users.

B : Modify permission sets

C : Set organization-wide sharing defaults on custom objects.

D : Assign or remove permission sets for users in their delegated groups.

E : Create and manage membership of specified public groups.

Answer: A,D

Question 5

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?

Options :

A : Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.

B : Assign the Person Account record type to the user profiles.

C : Disable the Person Account custom setting.

D : Remove Person Account record types from the Individual Record Type Mapper.

E : Assign the Individual record type to the user profiles.

Answer: A,D

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