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  3. Financial-Services-Cloud Exam
  4. Salesforce.Financial-Services-Cloud.v2023-11-09.q123 Dumps
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Question 31

What should be considered when configuring the lead conversion process? (2 answers)

Correct Answer: C,D
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Question 32

For which three objects are Rollup By Lookup (RBL) summaries are available?

Correct Answer: B,C,D
Explanation
Rollup By Lookup (RBL) summaries are available for the following objects:
Financial Accounts, which are records that represent financial products or services that a client owns or uses1.
Assets and Liabilities, which are records that represent the value of what a client owns or owes1.
Contacts, which are records that represent individuals who are associated with an account3.
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Question 33

Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?

Correct Answer: A,B,D
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file and Data Loader to perform a bulk update operation. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3
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Question 34

What are the three building blocks of Flow Orchestration?

Correct Answer: A,C,E
Explanation
The following are the building blocks of Flow Orchestration:
Steps: Steps are discrete units of work that can be performed by a user or a system within a flow orchestration. Steps can have different types, such as user input steps, system action steps, decision steps, or subflow steps. Steps can also have different attributes, such as name, description, icon, input variables, output variables, or preconditions.
Stages: Stages are logical groupings of steps that represent phases or milestones within a flow orchestration. Stages can have different attributes, such as name, description, icon, entry criteria, exit criteria, or completion actions.
Work Items: Work Items are instances of flow orchestrations that track the progress and status of each execution. Work Items can have different attributes, such as name, description, owner, assignee, due date, priority, status, stage history, or step history. Verified References: : Salesforce Help Article [7] :
Salesforce Help Article [8] : Salesforce Help Article [9]
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Question 35

What 2 consideration should the Salesforce Admin review bfore implementing Lightning Flows?

Correct Answer: A,C
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