Salesforce Exam Financial Services Cloud Topic 1 Question 18 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 18
Topic #: 1

[All Financial Services Cloud Questions]

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

APrepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.

BBeyond the preconfigured settings, evaluate whether they need advanced customizations.

CEnable and configure person accounts in FSC, and assign users with permission set licenses.

DReview the out-of-the-box capabilities and compare them to the company's current needs.

EDesign the modifications to fields, picklists, layouts, and othKrequired features to support business processes.

Show Suggested Answer

Suggested Answer: A, D, E

by Jennie at Apr 02, 2023, 11:55 AM

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Elena

2 months ago

I hear the integration with the company's 'Bring Your Own Abacus' policy is a real headache.

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Louisa

9 days ago

That's true. We should make sure to test the integration thoroughly to avoid any headaches during implementation.

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Sheridan

18 days ago

Yes, those are important. We also need to consider integrating with existing systems, like the 'Bring Your Own Abacus' policy.

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Nicolette

1 months ago

We should prioritize defining the data model, setting up security and access controls, and planning for user training.

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Shelton

2 months ago

I'm with Domitila on this one. C is a must-do. Without users, who's gonna use the shiny new FSC, am I right?

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Carey

1 months ago

B: I think A is also important to ensure that the implementation aligns with the company's goals and objectives.

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Alpha

1 months ago

A: Definitely agree with you, C is essential for the success of the implementation.

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Candida

2 months ago

Hmm, I'd say A, D, and E. Gotta understand the current needs and out-of-the-box capabilities before diving into customizations.

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Domitila

2 months ago

Whoa, hold on there. Don't forget C - person accounts and permissions are the foundation. You can't do anything else without that in place!

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Hyun

2 months ago

Definitely A, B, and E. Integrations, customizations, and designing business processes are critical for a successful FSC implementation.

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Sommer

1 months ago

E) Design the modifications to fields, picklists, layouts, and other required features to support business processes.

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Tarra

1 months ago

B) Beyond the preconfigured settings, evaluate whether they need advanced customizations.

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Janae

2 months ago

A) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.

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