Exam Financial-Services-Cloud Topic 1 Question 79 Discussion
Actual exam question for Salesforce's Financial-Services-Cloud exam
Question #: 79
Topic #: 1
Question #: 79
Topic #: 1
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?
Which two features should a consultant suggest to Cumulus Bank to implement?
Suggested Answer: A,B Vote an answer
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.
References:
Flow Builder for Mortgage
Customize Mortgage Flows
Flow Builder
Create a Mortgage Flow
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.
References:
Flow Builder for Mortgage
Customize Mortgage Flows
Flow Builder
Create a Mortgage Flow
by Meredith at Nov 28, 2023, 07:25 PM
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