Salesforce Exam Financial Services Cloud Topic 1 Question 33 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 33
Topic #: 1

[All Financial Services Cloud Questions]

A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.

Which solution should a consultant suggest the client explore?

AA Marketing Cloud integration to manage client communications

BAn APEX solution to leverage the SendMail capabilities of Salesforce

CProcess Builder to create automatl&Socument requests for missing items

DThe Send Documents flow for Retail Banking

Show Suggested Answer

Suggested Answer: D

The solution that the consultant should suggest the client explore to improve its clients' documentation submission and tracking is the Send Documents flow for Retail Banking. The Send Documents flow for Retail Banking is a prebuilt flow that allows users to send documents requests to clients via email and track the status of the requests in FSC. The flow uses DocuSign eSignature integration to enable clients to sign and return documents electronically. By using the Send Documents flow for Retail Banking, the consultant can help the client streamline and simplify its document management process and improve its customer service agents' efficiency

by Tammara at Mar 19, 2024, 04:10 AM

Limited Time Offer

25%

Off

Get Premium Financial Services Cloud Questions as Interactive Web-Based Practice Test or PDF

Contribute your Thoughts:

Submit Cancel

Paulene

10 months ago

A) A Marketing Cloud integration to manage client communications. Because what bank doesn't love a little extra marketing, am I right?

upvoted 0 times

...

Lindsey

10 months ago

D) The Send Documents flow for Retail Banking. It's like having a personal assistant for your bank's documentation needs. Why complicate things?

upvoted 0 times

Aleisha

10 months ago

D) The Send Documents flow for Retail Banking sounds like a great solution!

upvoted 0 times

...

Una

10 months ago

C) Process Builder to create automatic document requests for missing items

upvoted 0 times

...

Johanna

10 months ago

That's a good point, but I think Process Builder would be a simpler solution for the client.

upvoted 0 times

...

Vernell

10 months ago

I believe an APEX solution could also be beneficial to handle document submissions efficiently.

upvoted 0 times

...

Evangelina

11 months ago

I'm going with B) An APEX solution to leverage the SendMail capabilities of Salesforce. Who doesn't love a little custom coding to solve a problem?

upvoted 0 times

Youlanda

9 months ago

Using APEX for SendMail capabilities could definitely help improve efficiency in handling client documentation.

upvoted 0 times

...

Daisy

9 months ago

I think Process Builder could also be a good option to automate document requests.

upvoted 0 times

...

Raymon

10 months ago

That sounds like a good idea! Custom solutions can really streamline processes.

upvoted 0 times

...

Natalie

11 months ago

D) The Send Documents flow for Retail Banking. It's specifically designed to handle document management and communication, so it's the obvious choice here.

upvoted 0 times

...

Tawna

11 months ago

C) Process Builder to create automatic document requests for missing items. That's the perfect solution to streamline the documentation process and keep clients happy.

upvoted 0 times

Velda

10 months ago

C) Process Builder sounds like the most efficient option to address the issue of late documentation submissions and improve customer service.

upvoted 0 times

...

Carylon

10 months ago

A) A Marketing Cloud integration to manage client communications could also help improve client communication and keep them informed about their documentation status.

upvoted 0 times

...

Broderick

10 months ago

C) Process Builder to create automatic document requests for missing items. That's the perfect solution to streamline the documentation process and keep clients happy.

upvoted 0 times

...