SALESFORCE FINANCIAL-SERVICES-CLOUD UNLIMITED EXAM PRACTICE & FINANCIAL-SERVICES-CLOUD FREE UPDATES

Salesforce Financial-Services-Cloud Unlimited Exam Practice & Financial-Services-Cloud Free Updates

Salesforce Financial-Services-Cloud Unlimited Exam Practice & Financial-Services-Cloud Free Updates

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Obtaining the Salesforce Financial Services Cloud (FSC) Accredited Professional Certification demonstrates a high level of expertise in the FSC platform, and can lead to increased career opportunities and higher salaries. It is also an indication to employers that the candidate has the skills and knowledge required to effectively manage the FSC platform, and can be trusted to implement and manage the platform in a professional and efficient manner.

To become a Salesforce Financial Services Cloud Accredited Professional, individuals must pass an exam that tests their knowledge of the platform and its various features. Financial-Services-Cloud exam covers topics such as account management, financial planning, and wealth management, as well as general Salesforce knowledge. Those who pass the exam are recognized as experts in using the Salesforce Financial-Services-Cloud platform to manage financial services.

The FSC Accredited Professional Certification Exam is recognized globally as a mark of excellence and expertise in Salesforce Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is designed to help professionals enhance their career prospects and gain a competitive edge in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is also a great way for professionals to demonstrate their commitment to their profession and their dedication to staying up-to-date with the latest industry trends and best practices.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q79-Q84):

NEW QUESTION # 79
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

  • A. AppExchange packages will not work if Person Accounts are enabled
  • B. Person Accounts can be enabled and disabled only by contacting Salesforce Support
  • C. Creating a client record via Salesforce Inbox is not supported.
  • D. Person Accounts cannot be disabled once they were enabled

Answer: C,D

Explanation:
Explanation
The following limitations should be considered before enabling Person Accounts in Financial Services Cloud:
Person Accounts cannot be disabled once they were enabled. Enabling Person Accounts is an irreversible action that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before enabling it in production.
Creating a client record via Salesforce Inbox is not supported. Salesforce Inbox is a feature that allows you to access Salesforce data and actions from your email application. However, you cannot use Salesforce Inbox to create a client record as a Person Account. You can only create a client record as an Individual Model record using Salesforce Inbox. Verified References: : Salesforce Help Article 4 :
Salesforce Help Article 5


NEW QUESTION # 80
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

  • A. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
  • B. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
  • C. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
  • D. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.

Answer: A


NEW QUESTION # 81
What benefits do Flows for Financial Services Cloud offer to support customer onboarding?

  • A. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
  • B. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
  • C. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
  • D. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
  • E. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

Answer: C


NEW QUESTION # 82
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

  • A. Create a Referral for the Banker for an Education Savings Account
  • B. Create two Life Events, one for the birth of the child and one for the Education Savings Account.
  • C. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
  • D. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
  • E. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.

Answer: C,D

Explanation:
Explanation
The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the child and a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create a record for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referrals to create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloud that allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified References: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page
33.


NEW QUESTION # 83
Which three things must an admin keep in mind when creating Action Plan Templates'5

  • A. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
  • B. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
  • C. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
  • D. When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
  • E. The Action Plan Template permission set must be added to all users that wantto use Action Plans.

Answer: A,B,D

Explanation:
The following things must be kept in mind when creating Action Plan Templates:
When creating Action Plan Templates with the UI, you can designate a plan owner different from the plan creator. The plan owner is the userwho is responsible for executing the tasks in the Action Plan. The plan creator is the user who creates the Action Plan Template or the Action Plan from the template. You can assign a different plan owner for each Action Plan Template or Action Plan.
An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template. An Action Plan Template is a reusable blueprint that defines the tasks, owners, and deadlines for a common business processor service request. An Action Plan is a specific implementation of the template that applies to a particular target record, such as an account, contact, or opportunity.
When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset defined in the Action Plan Template. The start dateis the date when you create the Action Plan from the template. The date offset is the number of days before or after the start date when each taskis due. You can specify different date offsets for each task in the template. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4


NEW QUESTION # 84
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