Financial Services Cloud Accredited ProfessionalDemo

By Salesforce · Question Mode

QuestionQ55

Define/Design

Cumulus Bank’s mortgage department currently uses spreadsheets to collect client data for mortgage applications. The bank wants to make this process more efficient.

Which two features should a consultant recommend that Cumulus Bank implement?

Choose two
  • A A “Mortgage Application” custom object to old the collected client data
  • B The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
  • C A Data Import Wizard to upload the data collected in spreadsheets
  • D Flow Builder to automate these business processes
Explanation

A custom Mortgage Application object provides a structured Salesforce record type for the client data gathered during mortgage applications. Flow Builder supports no-code automation of business processes, including guided data collection and record-based actions, replacing repetitive spreadsheet-driven work.

Learn more

Community Discussion

No comments yet. Be the first to start the discussion!