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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

SectionObjectives
Topic 1: Reporting and Integration- Standard Reporting Capabilities
- Data Integration and External Systems
Topic 2: Client Management and Engagement- Client Lifecycle Management
- Interaction and Activity Tracking
Topic 3: Security, Compliance, and Data Access- Role-Based Access Control
- Financial Data Security Considerations
Topic 4: Automation and Configuration- Business Process Automation
- Customization in Financial Services Cloud
Topic 5: Data Model and Architecture- Financial Accounts and Client Data Structure
- Households and Relationships
Topic 6: Financial Services Cloud Core Concepts- Overview of Financial Services Cloud
- Industry Use Cases (Banking, Wealth, Insurance)

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q118-Q123):

NEW QUESTION # 118
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?

Answer: A,C

Explanation:
Reference: Action Plans in Financial Services Cloud for Admins | Salesforce Trailhead and [OmniScript Overview | Vlocity Developer Docs] Explanation: ActionPlans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also assign tasks to different users or teams, set deadlines and priorities, and track progress and status.
Omni Scripts are a feature of Vlocity that allow users to create and run guided interactionsbased on predefined scripts. Omni Scripts can help automate and simplify complex workflows, such as opening new accounts, applying for loans, or updating personal information. Omni Scripts can also integrate with other systems, capture user inputs, perform calculations, and display dynamic content.


NEW QUESTION # 119
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

Answer: B

Explanation:
To set up the new record types for Person Accounts, the administrator should configure Individual Record Type Mapper custom metadata. The Individual Record Type Mapper is a custom metadata type in Financial Services Cloud that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. The Individual Record Type Mapper maps Person Account record types to Individual record types, so that when a new Individual record is created from an email or calendar event, it automatically creates a corresponding Person Account record with the same record type. To configure Individual Record Type Mapper custom metadata, you need to go to Setup > Custom Metadata Types > Individual Record Type Mapper > Manage Records and create a new record for each Person Account record type and its matching Individual record type. Verified Reference: : Salesforce Help Article [8] : Salesforce Help Article [9]


NEW QUESTION # 120
How can you relate an opportunity to a campaign? (2 answers)

Answer: C,D


NEW QUESTION # 121
Scott Adams is opening a savings account at his mom's bank. The personal banker Hank Burton wants to make sure all Scott's financial data is rolling up to his parent's household, Adams Household. Rachel Adams, Scott's mom already is the primary member of the Adams Household. How can the banker accomplish this?

Answer: A


NEW QUESTION # 122
A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?

Answer: C

Explanation:
As part of the preparation for the data migration process, the administrator should run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration. This is a best practice for data migration in Salesforce that allows the administrator to identify the data they want to migrate, create templates for the data, prepare the destination org, and validate the data2. By running a daily backup data export for a week, the administrator can captureany changes or updates in the data and compare them with previous exports. By continuing to run this job weekly until they are ready for data migration, the administrator can ensure that they have the most recent and accurate data to migrate into Financial Services Cloud.Verified References: 2


NEW QUESTION # 123
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The Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) practice questions (desktop and web-based) are customizable, meaning users can set the questions and time according to their needs to improve their discipline and feel the real-based exam scenario to pass the Salesforce Financial-Services-Cloud Certification. Customizable mock tests comprehensively and accurately represent the actual Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) certification exam scenario.

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