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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

SectionObjectives
Productivity and Automation- Workflow and Automation Features
  • 1. Action Plans
  • 2. Document Checklist Items
  • 3. Flow Automation
  • 4. OmniStudio Integration
Implementation and Solution Design- Solution Architecture
  • 1. Deployment Best Practices
  • 2. Scalable FSC Solution Design
  • 3. Business Requirement Mapping
  • 4. Integration Considerations
Financial Accounts and Goals- Financial Data Management
  • 1. Financial Goals
  • 2. Assets and Liabilities
  • 3. Financial Accounts
  • 4. Insurance Policies
Security and Compliance- Compliance Management
  • 1. Sharing and Visibility
  • 2. Consent Management
  • 3. Audit and Regulatory Support
  • 4. Data Privacy
Client and Relationship Management- Client Lifecycle Management
  • 1. Referrals and Leads
  • 2. Interaction Summaries
  • 3. Client Onboarding
  • 4. Business Milestones
Financial Services Cloud Fundamentals- Financial Services Cloud Overview
  • 1. Person Accounts
  • 2. Households and Groups
  • 3. Industry Data Model
  • 4. Relationship Mapping

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Salesforce - Efficient Financial-Services-Cloud - Reliable Salesforce Financial Services Cloud (FSC) Accredited Professional Test Materials

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q30-Q35):

NEW QUESTION # 30
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual client review process. What steps should the Admin take to make that change?

Answer: B

Explanation:
Explanation
To update an existing, published Action Plan Template, the Admin should clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template. This is because published Action Plan Templates cannot be edited directly or set to inactive4. Cloning an Action Plan Template creates a copy of it with a new name and ID, which can then be modified and published4. Verified References: 4


NEW QUESTION # 31
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

Answer: A

Explanation:
Explanation
To enable advisors to capture Once-in-a-Lifetime events and prevent users from accidentally creating more than one event of such an event type, the consultant should configure Unique event types. Unique event types are event types that can only be created once for each contact or individual, such as birth, death, or marriage.
By using Unique event types, the consultant can ensure that advisors can capture important life events for their customers and avoid duplication or inconsistency.


NEW QUESTION # 32
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?

Answer: A,C,D

Explanation:
Enable Compliant Data Sharing for Interaction Summaries, Use Interaction Summary Participants to provide the right access to individuals or groups, and DisableRole-Hierarchy-Based Sharing for Interaction Summaries.
Reference: Interaction Summaries | Salesforce Architects
Explanation: Compliant Data Sharing is a feature that allows granular control over access to sensitive data in Financial Services Cloud. By enabling Compliant Data Sharing for Interaction Summaries, the bank can restrict access to the detailed notes field on the Interaction Summary object. By using Interaction Summary Participants, the bank can grant access to specific individuals or groups who need to see the notes for certain interactions. By disabling Role-Hierarchy-Based Sharing for Interaction Summaries, the bank can prevent users from inheriting access to Interaction Summaries from their managers or peers in the role hierarchy.


NEW QUESTION # 33
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

Answer: B

Explanation:
A Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use Relationship Groups to link duplicate client records and create a consolidated view of their financial data, activities, and interactions. You can also use Relationship Groups to sync data between Salesforce and the source system using external IDs and integration tools. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 67.


NEW QUESTION # 34
Which of the following objects do support Group-Level Rollups7

Answer: A,C,E


NEW QUESTION # 35
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