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Question 77 - Certified Financial Services Cloud discussion

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What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

A.
Use Field Level Security on Milestones
Answers
A.
Use Field Level Security on Milestones
B.
Flow for Financial Service Cloud is not available for the Individual Object Model.
Answers
B.
Flow for Financial Service Cloud is not available for the Individual Object Model.
C.
Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
Answers
C.
Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
D.
The Flow users require a Flow Permission Set License.
Answers
D.
The Flow users require a Flow Permission Set License.
Suggested answer: A, B

Explanation:

The following considerations should be reviewed before implementing Flow for customer onboarding:

Use Field Level Security on Milestones, which is a setting that controls whether users can view and edit fields on records.The Admin should use Field Level Security to restrict access to the Milestones field on the Flow Template object, which is used to track the progress of customer onboarding flows2.

Flow for Financial Service Cloud is not available for the Individual Object Model, which is an alternative data model that uses the Individual object instead of Person Accounts to store information about people.Flow for Financial Service Cloud only supports Person Accounts as the primary object for customer onboarding flows2. Verified

Reference:2

asked 23/09/2024
Novy Kingra
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