Salesforce Exam Financial-Services-Cloud Topic 4 Question 50 Discussion

Actual exam question for Salesforce's Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam exam

Question #: 50
Topic #: 4

[All Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam Questions]

The system administrator team at a retail consumer bank just received data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.

In what order should the Salesforce objects be uploaded during an FSC data migration?

A1. Accounts and contacts
2. Financial accounts
3. Account groups and households

B1. Financial accounts
2. Accounts and contacts
3, Account groups

C1. Accounts and contacts
2. Households
3. Financial accounts

D1. Households
2. Financial accounts
3. Person accounts

Show Suggested Answer

Suggested Answer: A

The order of uploading Salesforce objects during an FSC data migration is important to ensure data integrity and avoid errors. The recommended order is:

Accounts and contacts: These are the core objects that store the basic information about the customers and their relationships.They should be uploaded first to establish the foundation for the FSC data model4.

Financial accounts: These are the custom objects that store the financial information about the customers, such as balances, interest rates, fees, and transactions.They should be uploaded after the accounts and contacts, and linked to them using lookup fields5.

Account groups and households: These are the custom objects that group the accounts and contacts based on common attributes or relationships, such as family members or business partners.They should be uploaded after the financial accounts, and linked to them using junction objects6.

Financial Services Cloud Data Model

Data Migration Best Practices

Accounts and Contacts

Financial Accounts

Account Groups and Households

by Melissa at Sep 15, 2024, 04:52 PM

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