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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Delivery and Configuration | 46% | - Automation and workflows
- Reporting, dashboards, and analytics - Initial setup and package installation |
| Topic 2: Define and Design | 42% | - Data model, objects, and relationships
- Data migration and integration strategy |
| Topic 3: Discovery | 12% | - Analyze business processes and system architecture - Determine compliance and regulatory considerations - Identify requirements and define solution scope |
What are two language-related limitations of Agentforce Financial Services?
Correct Answer: B,D 🗳️
Explanation: Only visible for Pass4guide members. You can sign-up / login (it's free).
Rachel Addams belongs to two households:
* The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel ' s primary group.
* The Symonds household. This household belongs to Rachel ' s parents, but Rachel manages their finances. Rachel is considered the beneficiary of this household.
In addition, Rachel ' s household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel ' s person account?
Correct Answer: B 🗳️
Explanation: Only visible for Pass4guide members. You can sign-up / login (it's free).
A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy. What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?
Correct Answer: B 🗳️
Explanation: Only visible for Pass4guide members. You can sign-up / login (it's free).
The investor relations director of a large insurance company just published a press release after the company ' s Quarterly Earnings Call to report about its digital transformation implementing Agentforce Financial Services. Which three value outcomes should the company ' s stakeholders expect?
Correct Answer: A,B,E 🗳️
Explanation: Only visible for Pass4guide members. You can sign-up / login (it's free).
During a project ' s design phase, a consultant must provide an Agentforce Financial Services solution that can support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding CDS?
Correct Answer: A,B,D 🗳️
Explanation: Only visible for Pass4guide members. You can sign-up / login (it's free).
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