Salesforce Exam Financial Services Cloud Topic 1 Question 58 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 58
Topic #: 1

[All Financial Services Cloud Questions]

An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

AUtilize Insurance Flow Templates.

BCreate an Action Plan Template for capturing beneficiary data and payment information.

CProvide a better user interface by building Lightning web components for beneficiary data and payment information.

DInstall an Insurance Data AppExchange package.

Show Suggested Answer

Suggested Answer: A

A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.

[Insurance Flow Templates]

[Customize Insurance Flows]

by Corazon at Mar 07, 2025, 06:20 AM

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13 days ago

I think we should utilize Insurance Flow Templates.

upvoted 0 times

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