Exam Financial-Services-Cloud Cram - Latest Financial-Services-Cloud Exam Price

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Salesforce Financial-Services-Cloud (FSC) Accredited Professional exam is designed for professionals who want to demonstrate their expertise in the Salesforce Financial Services Cloud platform. The FSC platform is a cloud-based solution that allows financial services professionals to manage their customer relationships, financial accounts, and business operations in a single, unified platform. The FSC Accredited Professional exam is a comprehensive test that evaluates a candidate's knowledge of the platform's features, functions, and capabilities.

Salesforce FSC Accredited Professional Exam covers a range of topics, including client management, financial planning, and operations management. Financial-Services-Cloud Exam also covers the technical aspects of the platform, including data management, automation, and reporting. Financial-Services-Cloud exam is designed to test an individual's knowledge and understanding of the platform, as well as their ability to apply this knowledge in practical situations.

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Latest Salesforce Financial-Services-Cloud Exam Price & Latest Financial-Services-Cloud Examprep

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q29-Q34):

NEW QUESTION # 29
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?

A. Create a custom obiect to track client's financial data
B. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
C. Use Process Builder to create a workflow to summarize data at the Person Account level.
D. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.

Answer: B

Explanation:
A Primary Group is a construct in FinancialServices Cloud that allows you to define the main group for a client. You can use Primary Group to roll up financial data from all the financial accounts that are related to the client or the group. This way, you can get an accurate summary of the client'sfinancial data regardless of how often they change households. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 69.

NEW QUESTION # 30
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

A. Use Global Action To create Referrals.
B. Use
C. Write a trigger to create Referrals from a 'Create Referral* button.
D. Use the Case process and create Cases with Case Type 'Referrar'.

Answer: A

Explanation:
To speed up and simplify Referral creation in Salesforce, the Admin can use Global Action to create Referrals. Global Actions are actions that let users create records without leaving their current page or context. By using Global Actions, the Admin can enable Hank to create Referrals from any page in Salesforce, such as Chatter, Home, or Account pages. The Admin can also customize the layout and fields of the Global Action to capture only relevant information for Referrals

NEW QUESTION # 31
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

A. Web to-Lead
B. Lead Routing
C. Einstein Lead Scoring
D. Lead Assignment Rules
E. Lead Approval

Answer: B,C,D

NEW QUESTION # 32
The Salesforce Admin wants to change the fields that are showing on the Actionable Relationship Center Household Card. How can the Admin achieve this?

A. Use the Schema Builder to update the field on the Household Card.
B. Change the fields directly from the card.
C. Edit Household Page Compact Layout on the Account Object.
D. Edit Household Page Compact Layout on the Contact Object.

Answer: C

NEW QUESTION # 33
What permission is set in a user's profile? (3 answers)

A. Active
B. Marketing user
C. Run Reports
D. Mass email
E. Object Permissions

Answer: C,D,E

NEW QUESTION # 34
......

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Exam Financial-Services-Cloud Cram - Latest Financial-Services-Cloud Exam Price

Latest Salesforce Financial-Services-Cloud Exam Price & Latest Financial-Services-Cloud Examprep

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q29-Q34):

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