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Salesforce Exam Financial Services Cloud Topic 1 Question 33 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam
Question #: 33
Topic #: 1
[All Financial Services Cloud Questions]

A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.

Which solution should a consultant suggest the client explore?

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Suggested Answer: D

The solution that the consultant should suggest the client explore to improve its clients' documentation submission and tracking is the Send Documents flow for Retail Banking. The Send Documents flow for Retail Banking is a prebuilt flow that allows users to send documents requests to clients via email and track the status of the requests in FSC. The flow uses DocuSign eSignature integration to enable clients to sign and return documents electronically. By using the Send Documents flow for Retail Banking, the consultant can help the client streamline and simplify its document management process and improve its customer service agents' efficiency


by Tammara at Mar 19, 2024, 04:10 AM

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Paulene
11 months ago
A) A Marketing Cloud integration to manage client communications. Because what bank doesn't love a little extra marketing, am I right?
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Lindsey
11 months ago
D) The Send Documents flow for Retail Banking. It's like having a personal assistant for your bank's documentation needs. Why complicate things?
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Aleisha
10 months ago
D) The Send Documents flow for Retail Banking sounds like a great solution!
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Una
10 months ago
C) Process Builder to create automatic document requests for missing items
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Johanna
11 months ago
That's a good point, but I think Process Builder would be a simpler solution for the client.
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Vernell
11 months ago
I believe an APEX solution could also be beneficial to handle document submissions efficiently.
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Evangelina
11 months ago
I'm going with B) An APEX solution to leverage the SendMail capabilities of Salesforce. Who doesn't love a little custom coding to solve a problem?
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Youlanda
10 months ago
Using APEX for SendMail capabilities could definitely help improve efficiency in handling client documentation.
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Daisy
10 months ago
I think Process Builder could also be a good option to automate document requests.
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Raymon
10 months ago
That sounds like a good idea! Custom solutions can really streamline processes.
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Natalie
11 months ago
D) The Send Documents flow for Retail Banking. It's specifically designed to handle document management and communication, so it's the obvious choice here.
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Tawna
11 months ago
C) Process Builder to create automatic document requests for missing items. That's the perfect solution to streamline the documentation process and keep clients happy.
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Velda
10 months ago
C) Process Builder sounds like the most efficient option to address the issue of late documentation submissions and improve customer service.
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Carylon
10 months ago
A) A Marketing Cloud integration to manage client communications could also help improve client communication and keep them informed about their documentation status.
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Broderick
11 months ago
C) Process Builder to create automatic document requests for missing items. That's the perfect solution to streamline the documentation process and keep clients happy.
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Catina
11 months ago
I agree with Process Builder would help streamline the document submission process.
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Johanna
11 months ago
I think the client should explore Process Builder to create automatic document requests.
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Melvin
12 months ago
I see your point, Precious, but Process Builder would directly solve the issue of late document submissions.
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Precious
1 years ago
But wouldn't integrating Marketing Cloud help improve client communications?
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Tyra
1 years ago
I agree, using Process Builder would streamline the document submission process.
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Cassandra
1 years ago
I think the client should explore Process Builder to automate document requests.
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