Financial Services Cloud Accredited ProfessionalDemo

By Salesforce · Question Mode

QuestionQ31

Discovery

A consultant is working with a new customer and has developed a firm understanding of the customer’s business processes and systems in preparation for implementing Salesforce Financial Services Cloud.

What deliverable should the consultant create for the current-state business process?

  • A An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
  • B A Word document telling the story of the process from the user’s perspective
  • C A Powerpoint deck with screenshots of the current systems and callouts to what is happening on each slide
  • D An end-to-end visual map of the process using personas, systems, inputs, and outcomes
Explanation

A current-state business-process map should visually document the end-to-end flow and the relationships among personas, systems, inputs, and outcomes. This representation establishes a shared baseline for identifying handoffs, dependencies, and improvement opportunities before implementation.

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