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Salesforce Financial Services Cloud Accredited Professional Sample Questions (Q105-Q110):NEW QUESTION # 105
Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?

• A. Individuals,then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
• B. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals
• C. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
• D. Financial Accounts, then Financial Account Roles, thenIndividuals, then Financial Account Transactions
  

Answer: C
Explanation:
The order that the consultant should follow when performing the data migrations is Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions. This order ensures that the data dependencies and relationships are maintained and that the data integrity and quality are preserved. By migrating Individualsfirst, the consultant can create the records that represent the customers of the bank. By migrating Financial Accounts next, the consultant can create the records that represent the financial products or services that the customers own or use. By migrating Financial Account Roles next, the consultant can create the records that link the individuals to the financial accounts and define their roles or relationships with those accounts. By migrating Financial Account Transactions last, the consultant can create the records that represent the transactions or activities that occur on the financial accounts.

NEW QUESTION # 106
A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

• A. Create a visual flow diagram.
• B. Design the solution using the Financial Services Cloud components.
• C. Understandthe journey!for the multiple personas involved in the process.
• D. Document the business process flows.
• E. Determine the best e-sigTiature solution to use.
  

Answer: C,D,E
Explanation:
The following steps are needed to document the requirement for digitizing and automating the customer onboarding process following the discovery session:
Document the business process flows. You need to document the current and future state of the business process flows for customer onboarding, such as the steps, inputs, outputs, decisions, and dependencies involved in each flow. You can use tools such as diagrams, charts, or tables to illustrate the process flows and identify the pain points, gaps, or opportunities for improvement.
Understand the journey for the multiple personas involved in the process. You need to understand thejourney for each persona that participates in or interacts with the customer onboarding process, such as the customer, the client specialist, or the manager. You can use tools such as personas, journey maps, or user stories to capture the needs, goals, pain points, and expectations of each persona and how they experience the process from their perspective.
Determine the best e-signature solution to use. You need to determine the best e-signature solution to use for collecting and processing digital signatures from customers during the onboarding process. You can use tools such as research, analysis, or comparison to evaluate different e-signature solutions based on criteria such as functionality, compatibility, security, cost, or user feedback. Verified References: : Salesforce Help Article
[11] : Salesforce Help Article [12] : Salesforce Help Article [13]

NEW QUESTION # 107
A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

• A. Create a screen flow.
• B. Create an OmniScript flow.
• C. Create a Lightning web component.
• D. Create a Canvas application for the Authentication module.
  

Answer: A
Explanation:
A screen flow is a type of flow that guides users through a seriesof screens to complete a task or collect information2. Screen flows can alsointeract with external systems using Apex actions or invocable actions3.
Inthis case, the consultant can create a screen flow that collects the caller's name and social security number from the agent, and then invokes an Apex action or an invocable action that makes a web service call to an external authentication service.

NEW QUESTION # 108
A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

• A. If the company struggles with the low effi
  

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