Discovery
Given the business needs of a customer, identify different business processes and outline encompassing system flows based on the existing environment.
Given a scenario in which a customer wants a Financial Services Cloud solution, document the business needs, value, and vision of the customer to support their desired business outcomes.
Given a set of existing business processes and flows, understand the current state of business architecture and determine how to leverage Financial Services Cloud capabilities.
Define/Design
Given a set of requirements, identify the relationships, objects, and record types needed to meet the business requirements using the Financial Services Cloud data model.
Given the business requirements, architecture, and business processes, determine the appropriate organizational security and data access considerations.
Given the business processes or requirements for Financial Services Cloud, determine how to create the solution design utilizing the Financial Services Cloud industry best practices and modules.
Given a customer's hierarchical structure and geographic locations, determine the need for and configure the territory management hierarchy, multi-currency, and multi-language features in Financial Services Cloud.
Given the customer data requirements, create a data migration strategy considering the legacy and future state system landscape to ensure accuracy and referential integrity in data loads.
Given a set of user stories, identify each story's product backlog priority, dependency, and size to align them to respective sprints.
Based on the final design for a project, provision users and set up user interfaces and permissions.
Based on the final design for a project, understand how and when to leverage Salesforce automation tools such as Flow and OmniStudio.
Based on the final design for the project, configure the Lead object, build any queues, and create assignments.
Based on the final design for a project, configure all fields needed for integration mapping and configure any integration users.
Based on the final design for a project, configure Actionable Relationship Center, Householding, and Rollups.
Given a customer's sharing and security requirements, develop the appropriate Financial Services Cloud sharing rules to deploy.
Based on information gathered from the user story, build reports and dashboards based on the defined success criteria.