[Q31-Q48] Get 100% Passing Success With True Financial-Services-Cloud Exam! [Oct-2023]

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Get 100% Passing Success With True Financial-Services-Cloud Exam! [Oct-2023]

Salesforce Financial-Services-Cloud PDF Questions – Exceptional Practice To Salesforce Financial Services Cloud (FSC) Accredited Professional

Salesforce Financial-Services-Cloud (FSC) Accredited Professional Exam is an essential certification for professionals who specialize in the finance industry. Financial-Services-Cloud exam is designed to test key competencies in managing customer relationships, managing financial products and services, and understanding industry regulations. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is crucial for those who want to excel in their roles as financial advisors or managers.

Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is a multiple-choice exam that consists of 60 questions. Candidates are given 90 minutes to complete the exam, and a passing score of 70% or higher is required to achieve certification. Financial-Services-Cloud exam can be taken online and is available in multiple languages.

Q31. What option is available when scheduling a dashboard refresh? (2 answers)

Define refresh times for specific dashboard components

View and remove a scheduled dashboard refresh

Schedule the dashboard to refresh in different time zones

Send a refresh notification to users with access to the dashboard.

Q32. What 3 options does the FSC application offer to view and update Account-Account, Account-Contact and Contact-Contact Relationships?

Actionable Relationship Center

Group Members Component

Family Members Component

Relationship Map

Life Events Component

Q33. Sales representatives at universal containers should not be able to create leads, delete their own accounts, or send mass emails How can an administrator meet these requirements?

Modify a standard profile.

Create a custom profile.

Change the organization-wide default settings.

Create a sharing rule.

Q34. What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

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.

Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

Q35. What are three examples of proper use of Financial Goals?

Measure progress toward paying off a Mortgage.

Tracking money saved each year to pay for a vacation, depending on destination and budget.

Displaying the current amount and percentage of target value for a College Savings Account.

Displaying the amount and percentage of the remaining balance for an Auto Loan.

Measure progress toward a down payment amount for a new home.

Q36. Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?

The Referral Score updated when a referral is convened to an Opportunity or closed.

The Referral Score updated when a lead is created using the referral record type.

The Referral Score updated when a referral is assigned from the queue to a user.

The Referral Score updated when an opportunity associated with the Referral is Closed Won

Q37. A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

Action Plan Creator

Specific User

Account Team

Role

Queues

Q38. The Actionable Relationship Center (ARC) is using the Association Type picklist to control the account-account relationships. Which three of the following names are Association Type picklist field values?

Member

Group

Trust

Family

Peer

Q39. A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can’t find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

The user should be using the Member Relationship button under the Actionable Relationship Center.

Reciprocal roles have not been created in the org.

Sharing rules have not been set up for reciprocal roles.

The user should be using the Edit Group button to access reciprocal roles.

Q40. Which two statements are true about Group Membership in Financial Services Cloud?

Group Membership defines the role of the member within the Group.

With Group Membership settings you can define if a Group is the member’s primary Group.

With Group Membership settings you can define who is the primary and who is the secondary member within the Group.

Group Membership is modeled using the Account-Group Relationship object.

Q41. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

Sync with Company Calendar

Skip Non-Work Days for Deadlines

Skip Non-Work Days For Tasks

Skip Non-Work Days for Action Plans

Q42. The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

Request a 30-day Financial Services Cloud trial org

Request a Salesforce developer org.

Purchase one license of Financial Services Cloud and install it in a production org.

Spin up a Salesforce sandbox org.

Q43. What 3 functionalities are supported by the Relationship Map and Group Builder?
The Relationship Map and Group Builder allows the user to:

define the Primary Group for a Member.

display Financial Holdings.

define what data is being rolled up to the Household.

enable or disable Enable Rollup Summary calculations.

define the Role of the Members of the Household

Q44. What step is required to give users access to the Financial Services Cloud Commercial Banking features?

Update Industries Settings to give users access to the Commercial Banking Console Lightning app.

Assign permission sets to give users access to the Commercial Banking Console Lightning app.

Update the user profiles to give users access to Financial Services Cloud objects

Install the Commercial Banking Managed Package

Q45. Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added to the Delegated Administrator group?

Unlock users.

Modify permission sets.

Set organization-wide sharing defaults on custom objects.

Assign or remove permission sets for users in their delegated groups.

Create and manage membership of specified public groups.

Q46. Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?

Use the ‘task creator’ tool to create a new task and associate with the existing Action Plan

Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

Use the Action Plan item feature to add an additional task to a published Action Plan.

Create an independent Task not related to original Action Plan

Q47. Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage client accounts?

Financial accounts management

Performance reporting

Client onboarding

Opportunity management

Q48. Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer. The Advisor wants to capture that information in the Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?

Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.

Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.

Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.