Which three of the considerations below indicate that a new Salesforce org is the better choice?

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org.

Which three of the considerations below indicate that a new Salesforce org is the better choice?
A . The bank wants to use this project as an opportunity to retire customization
B . The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.
C . Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
D . The bank has limited redesign opportunities for business capabilities.
E . Existing business capabilities and processes can be redesigned to deliver a higher business impact

View Answer

Answer: ABE

Explanation:

The following considerations indicate that a new Salesforce org is the better choice for implementing

Financial Services Cloud:

The bank wants to use this project as an opportunity to retire customization. A new org will allow the bank to start fresh and avoid carrying over unnecessary or outdated customization that may conflict with Financial Services Cloud features or best practices.

The current implementation is using a product-centric view and the bank wants to move to a customer-centric view. A new org will allow the bank to adopt the Financial Services Cloud data model, which is designed to provide a holistic view of the customer and their relationships, goals, financial accounts, activities, and interactions.

Existing business capabilities and processes can be redesigned to deliver a higher business impact. A new org will allow the bank to leverage the Financial Services Cloud capabilities, such as Action Plans, Relationship Groups, Rollup By Lookup, Service Processes, etc., to optimize their business processes and enhance their customer experience.

Verified Reference: Salesforce Help Article 6