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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

Topic	Details
Topic 1	Delivery: This topic evaluates the ability to implement the finalized FSC design. Salesforce financial services consultants demonstrate proficiency in setting up user interfaces, permissions, and integration tools. Additionally, they leverage automation, reporting, and dashboard-building skills to align with defined success criteria. This ensures the consultant's readiness for delivering effective FSC deployments.
Topic 2	Define Design: This topic focuses on designing tailored solutions using the FSC data model, best practices, and modules to meet specific business requirements. Salesforce financial services consultants learn to identify necessary objects, relationships, and system flows while considering organizational security, territory hierarchies, and multilingual capabilities. Skills in sprint prioritization, data migration strategy, and aligning processes to future state designs are assessed as well.
Topic 3	Discovery: In this topic, Salesforce financial services consultants learn to assess and document customer needs, value propositions, and visions for Financial Services Cloud (FSC) solutions. Key skills involve analyzing current business processes, understanding architectural flows, and determining how FSC capabilities align with existing systems. This measures the consultant's ability to accurately map customer goals to FSC functionalities for optimal outcomes.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q12-Q17):

NEW QUESTION # 12
A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view and renew policies
How should the consultant design the FlexCards to meet these requirements?

A. Parent FlexCard with single Child and Card Actions
B. Parent FlexCard with multiple Q**jld Flex Cards and Card Actions
C. Parent FlexCard with multiple Cnrraren and different Card States
D. Parent FlexCard with single Child and multiple Card States

Answer: B

Explanation:
Explanation
The consultant should design the FlexCards as follows to meet the requirements:
Parent FlexCard with multiple Child Flex Cards and Card Actions. A Parent FlexCard is a construct in Financial Services Cloud that allows you to display information from one record in a card-like format on a Lightning page. A Child FlexCard is a construct in Financial Services Cloud that allows you to display information from related records in a card-like format within a Parent FlexCard. A Card Action is a construct in Financial Services Cloud that allows you to perform actions on a record from within a FlexCard, such as edit, delete, renew, or view details. You can use Parent FlexCards, Child FlexCards, and Card Actions to create an agent console that provides a 360-degree view of your customers and enables quick actions on their records. Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]

NEW QUESTION # 13
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future.
Which of the following statements are correct?

A. Life Events can not be displayed on the Household level of the Account Record
B. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
C. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
D. When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.

Answer: C,D

NEW QUESTION # 14
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?

A. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
B. Use the Action Plan item feature to add an additional task to a published Action Plan.
C. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
D. Create an independent Task not related to original Action Plan

Answer: B

Explanation:
Explanation
To modify a published Action Plan to support an additional task, Jen should use the Action Plan item feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified References: :
Salesforce Help Article 1

NEW QUESTION # 15
A banking customer is using Sales Cloud but their Admin is considering whether Financial Services Cloud would be a better solution to meet their business needs. What is the best way for the Admin to access a Financial Services org with pre-configured data to play around and learn what's in it?

A. Spin up a Trailhead challenge org
B. Purchase one license of an FSC production org
C. Hop on a 30-day Financial Services Cloud trial org
D. Request a Salesforce developer org

Answer: C

NEW QUESTION # 16
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement FSC. Their Salesforce Admin is considering whether to use a new Salesforce org for the FSC users, or upgrade the existing org. Which considerations indicate that upgrading the existing Salesforce org is the better choice?

A. The bank is currently using several ISV solutions and re-implementing them would be a big effort.
B. The bank has limited redesign opportunities for business capabilities.
C. The bank wants to use this project as an opportunity to retire customizations.
D. Data migration is a big concern. The current org has a large amount of data and the bank wants to minimize data migration efforts.
E. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.

Answer: A,B,D

NEW QUESTION # 17
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