Salesforce Accredited Agentforce Financial Services Professional (AP-208) Exam - Topic 1 Question 18 Discussion
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?
A) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on. and D) Review the out-of-the-box capabilities and compare them to the company's current needs. and E) Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
B) Beyond the preconfigured settings, evaluate whether they need advanced customizations.
C) Enable and configure person accounts in FSC, and assign users with permission set licenses.
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