SALESFORCE FINANCIAL-SERVICES-CLOUD RELIABLE TEST SAMPLE, VALID FINANCIAL-SERVICES-CLOUD EXAM DUMPS

Salesforce Financial-Services-Cloud Reliable Test Sample, Valid Financial-Services-Cloud Exam Dumps

Salesforce Financial-Services-Cloud Reliable Test Sample, Valid Financial-Services-Cloud Exam Dumps

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The validation of expertise, more career opportunities, salary enhancement, instant promotion, and membership of Salesforce certified professional community. In this way, the Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) can not only validate their skills and knowledge level but also put their careers on the right track. By doing this you can achieve your career objectives.

The FSC Accredited Professional Certification Exam consists of 60 multiple-choice questions that must be completed within 90 minutes. Financial-Services-Cloud Exam covers a wide range of topics, including the Salesforce Financial Services Cloud, financial planning, investment management, and more. Candidates must score a minimum of 65% to pass the exam.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q36-Q41):

NEW QUESTION # 36
How should developers configure customized nodes for display in the Actionable Relationship Center (ARC)?

  • A. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
  • B. Reference the flex Card in the Display properties of the custom ARC relationship graph.
  • C. Select Use Flex Card from the node Display tab to show the node in a Flex Card
  • D. Select Omni Script from the node Actions tab to show the node in an Omni Script.

Answer: B


NEW QUESTION # 37
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 advisors with an accurate summary of their client's financial data?

  • A. Create a custom obiect to track client's financial data
  • B. Use Process Builder to create a workflow to summarize data at the Person Account level.
  • C. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
  • 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: C

Explanation:
Explanation
A Primary Group is a construct in Financial Services 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's financial data regardless of how often they change households. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 69.


NEW QUESTION # 38
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

  • A. Configure your Person Account record types m the Indrvidual Record Type Mapper.
  • B. Ensure Person Accounts is enabled on the org
  • C. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
  • D. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
  • E. Enable 'Individual to Person Account Migration' in Custom Settings.

Answer: A,B,D

Explanation:
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file andData Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 :
Salesforce Help Article 3


NEW QUESTION # 39
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

  • A. Accounts & Members
  • B. Accounts & Businesses
  • C. Accounts & Groups
  • D. Accounts & Peers

Answer: A,C,D


NEW QUESTION # 40
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

  • A. Action Plans can speed up the collection of a list of documents needed for the loan application
  • B. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
  • C. Action Plans create repeatable tasks and automate the task sequences when executed
  • D. Action Plans can automatically schedule the next appointment with the Advisor.
  • E. When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record.

Answer: B,C,E

Explanation:
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record. Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.


NEW QUESTION # 41
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