During the design phase of a project, a consultant needs to provide a financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the embedding process. What are these things to consider regarding Discovery Framework?

• A. FSC Discovery Framework allows archiving questions.
• B. Discovery Framework forms cannot be deployed to Communications.
• C. Discovery Framework creates highly capable forms with integrations and advanced logic.
• D. Discovery Framework can create both standard and hierarchical questions.
• E. Discovery Framework is built based on Salesforce Flow.

An Agentforce Financial Services administrator wants to create a new Financial Services permission set that includes the Access Interest Tags for Financial Services Cloud permission. Which two permission sets should be cloned to create this new permission set and give access to interest tags?

• A. Financial Services Cloud Extension permission set
• B. Financial Services Cloud Standard permission set
• C. Financial Services Cloud Foundations permission set
• D. Financial Services Cloud Basic permission set

During a project ' s design phase, a consultant must provide an Agentforce Financial Services solution that can support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding CDS?

• A. Role Hierarchy-based sharing is disabled by default in CDS.
• B. Activities related to an Opportunity provide independent sharing, so call details for an Opportunity record will not automatically be shared up the hierarchy.
• C. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can ' t be turned off.
• D. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
• E. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.

s. 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?

• A. Beyond the preconfigured settings, evaluate whether they need advanced customizations.
• B. Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company ' s business relies on.
• C. Review the out-of-the-box capabilities and compare them to the company ' s current needs.
• D. Design the modifications to fields, picklists, layouts, and other required features to support business processes.
• E. Enable and configure person accounts in FSC, and assign users with permission set licenses.

A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim. Which three standard Insurance Platform components can digitally enable these core insurance operations?

• A. Quote Creation Toolbox
• B. Policy Administration
• C. Claims Management
• D. Mobile Claim Submission
• E. Quote, Rate, and Apply