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Question 154 - Certified Financial Services Cloud discussion

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Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.

Which two features should a consultant suggest to Cumulus Bank to implement?

A.
The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
Answers
A.
The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
B.
Flow Builder to automate these business processes
Answers
B.
Flow Builder to automate these business processes
C.
A Mortgage Application' custom object to hold the collected client data
Answers
C.
A Mortgage Application' custom object to hold the collected client data
D.
Data Import Wizard to upload the data collected in spreadsheets
Answers
D.
Data Import Wizard to upload the data collected in spreadsheets
Suggested answer: A, B

Explanation:

Salesforce provides features and tools to help financial institutions improve the efficiency of their mortgage processes and provide better experiences for their customers. Some of the features and tools that a consultant can suggest to Cumulus Bank to implement are:

The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud: These are prebuilt flow templates that guide users through the steps of creating a mortgage application, capturing borrower information, and submitting the application for approval7.The templates can be customized to suit the bank's specific needs and requirements8.

Flow Builder to automate these business processes: Flow Builder is a point-and-click tool that lets users create flows to automate business processes in Salesforce9.Flow Builder can be used to create custom mortgage flows that integrate with other Salesforce features, such as data models, objects, fields, validation rules, and actions10.

Flow Builder for Mortgage

Customize Mortgage Flows

Flow Builder

Create a Mortgage Flow

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asked 23/09/2024
Felix Imafidon
31 questions
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