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?
I definitely recall discussing the importance of comparing out-of-the-box capabilities with current needs. That could help us avoid unnecessary customizations later on.
Enabling person accounts seems crucial, but I wonder if we should tackle that after reviewing the overall capabilities. It might depend on the company's specific needs.
I'm a bit unsure about whether we should focus on advanced customizations right away. I remember a practice question that emphasized understanding the out-of-the-box features first.
I think preparing for integrations is really important, especially since the company relies on various external platforms. That sounds like a top priority.
C: I agree with both of you, but I believe B is crucial to make sure that the FSC implementation is strategic and aligned with the overall business strategy.
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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