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Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
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Question 153 - Certified Financial Services Cloud discussion

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Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.

Which three capabilities should a consultant recommend?

A.
Industry Integration Solutions with the MuleSoft Anypoint Platform
Answers
A.
Industry Integration Solutions with the MuleSoft Anypoint Platform
B.
Data Processing Engine
Answers
B.
Data Processing Engine
C.
OmniStudio Integration Procedures
Answers
C.
OmniStudio Integration Procedures
D.
Data Consumption Framework
Answers
D.
Data Consumption Framework
E.
OmniStudio DataRaptors
Answers
E.
OmniStudio DataRaptors
Suggested answer: A, C, E

Explanation:

Salesforce offers various tools and capabilities to integrate Financial Services Cloud with external systems, such as core banking, insurance, or mortgage platforms. Some of the tools and capabilities that a consultant can recommend are:

Industry Integration Solutions with the MuleSoft Anypoint Platform: These are prebuilt integration solutions that leverage the MuleSoft Anypoint Platform to connect Financial Services Cloud with common industry systems, such as Fiserv, FIS, Jack Henry, and Guidewire1.These solutions enable bi-directional data synchronization, orchestration, and transformation between Salesforce and the external systems2.

OmniStudio Integration Procedures: These are reusable components that define the logic and sequence of steps for integrating data from external sources into Financial Services Cloud3.Integration procedures can be triggered by events, such as a button click or a record update, and can invoke other components, such as DataRaptors or OmniScripts4.

OmniStudio DataRaptors: These are data transformation components that can extract, load, and manipulate data from various sources, such as Salesforce objects, REST or SOAP web services, or CSV files5.DataRaptors can be used to map data between different formats, perform calculations or validations, or create or update records in Financial Services Cloud6.

Industry Integration Solutions

MuleSoft Anypoint Platform

OmniStudio Integration Procedures

Create an Integration Procedure

OmniStudio DataRaptors

Create a DataRaptor

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asked 23/09/2024
asia Mattaccini
37 questions
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