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Salesforce Exam Financial Services Cloud Topic 3 Question 45 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam
Question #: 45
Topic #: 3
[All Financial Services Cloud Questions]

A consultant is configuring a demo for a customer but cannot create new residential loan application records. What is prohibiting the consultant from creating a new residential loan application?

Show Suggested Answer Hide Answer
Suggested Answer: C

The architect at Cumulus Insurance should be aware of the limitation that the administrator can define up to 300 total sharing rules for each object when using the Role Hierarchy and sharing rules to implement the franchise business model. Sharing rules are a way of granting additional access to records based on criteria, such as record owner, role, or field values. The Role Hierarchy is a way of organizing users into a hierarchy that reflects the reporting structure of the company. The Role Hierarchy and sharing rules can be used together to control the access and visibility of records for different users in Financial Services Cloud. However, there is a limit of 300 sharing rules per object, which means that the administrator may need to use other methods, such as public groups or manual sharing, to grant access to records beyond this limit.


[Sharing Rules]

[Role Hierarchy]

[Sharing Rule Limits]

Contribute your Thoughts:

Jules
2 months ago
Hmm, I'm guessing the consultant forgot to sprinkle some 'Mortgage Pixie Dust' on the setup. That's a common rookie mistake.
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Valentin
22 days ago
The consultant should double check the data entry requirements for creating new residential loan applications.
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Paul
30 days ago
Could it be a configuration issue with the demo environment?
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Nakisha
1 months ago
Maybe the consultant doesn't have the necessary permissions to create new residential loan applications.
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Luz
2 months ago
I knew it! The administrator must have forgotten to give the consultant the 'Mortgage Wizard' badge. Can't do anything without the proper credentials these days.
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Dante
23 hours ago
Agreed. Without the right credentials, it's hard to get anything done.
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Ranee
4 days ago
The administrator should definitely check the consultant's permissions and grant the necessary access.
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Frederick
1 months ago
That's possible. The 'Mortgage Wizard' badge might be required for that.
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Eric
1 months ago
Maybe the consultant doesn't have the necessary permissions to create new residential loan applications.
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Jettie
2 months ago
B seems like a reasonable guess, but the question specifically mentions a 'residential loan application', so D is the way to go.
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Velda
2 months ago
I believe the user might not have 'Mortgage User' checked in their user record. That could also be causing the problem.
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Antonio
2 months ago
I'm surprised the consultant can't create new records. Maybe they need to consult the administrator's magic 8-ball for the solution.
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Karl
1 months ago
The consultant should check if there are any validation rules blocking the creation of new records.
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Billi
1 months ago
Maybe there's a permission issue with the consultant's account.
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Krissy
2 months ago
The correct answer is D. The administrator did not assign the Mortgage permission set to the user. Without the proper permissions, the consultant won't be able to create new residential loan application records.
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Dalene
2 months ago
I agree with Willetta, that could be the reason. The consultant should check if that flow is enabled.
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Willetta
2 months ago
I think the issue might be that the Residential Loan Application flow was not enabled.
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