Free PDF Quiz Financial-Services-Cloud - High Hit-Rate Knowledge Salesforce Financial Services Cloud (FSC) Accredited Professional Points

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Salesforce Financial-Services-Cloud Exam Overview:

Certification Vendor:Salesforce
Exam Name:Salesforce Financial Services Cloud Accredited Professional
Exam Number:Financial-Services-Cloud
Real Exam Qty:60
Available Languages:English
Exam Format:Multiple select, Multiple choice
Exam Price:$150 USD
Related Certifications:Salesforce Certified Administrator
Exam Duration:105 minutes
Recommended Training:Salesforce Trailhead Financial Services Cloud Learning
Exam Registration:Salesforce Accredited Professional Credentials
Sample Questions:Salesforce Financial-Services-Cloud Sample Questions
Exam Way:Online proctored exam
Pre Condition:Recommended experience with Salesforce Platform and Salesforce Administrator-level knowledge; familiarity with Financial Services industry concepts is beneficial.
Official Syllabus URL:https://trailhead.salesforce.com/credentials/accredited-professional/financial-services-cloud

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Quiz Salesforce - Professional Financial-Services-Cloud - Knowledge Salesforce Financial Services Cloud (FSC) Accredited Professional Points

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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who work in the financial services industry and want to demonstrate their expertise in using Salesforce's Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is ideal for financial advisors, wealth managers, and other financial professionals who use Salesforce as their primary customer relationship management (CRM) tool. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam tests the candidate's knowledge of the Financial Services Cloud features, including client onboarding, financial planning, investment management, and compliance management.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q123-Q128):

NEW QUESTION # 123
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?

Answer: A,D,E


NEW QUESTION # 124
Which feature in Financial Services Cloud helps businesses identify, track, and route customer needs?

Answer: B


NEW QUESTION # 125
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

Answer: A


NEW QUESTION # 126
Which three record type options should an advisor configure for a Lead object configuration?

Answer: B,C,E

Explanation:
Reference: Financial Services Cloud - Account and Contact Record Types | Salesforce Help Explanation: Record types are a way to categorize records in Salesforce based on different business processes or requirements. Record types can have different page layouts, picklist values, and business logic. For the Lead object, a financial services company can create different record types to capture different types of leads based on their source, interest, or qualification. Some examples of record types for the Lead object are:
Referral: This record type can be used to capture leads that are referred by existing clients or partners.
Referral leads can have fields such as Referrer Name, Referrer Account, and Referral Type to track the source and nature of the referral.
General: This record type can be used to capture leads that are generated from general marketing campaigns or events. General leads can have fields such as Campaign Name, Campaign Source, and Lead Score to track the effectiveness and potential of the marketing efforts.
Retirement Planning: This record type can be used to capture leads that are interested in retirement planning services or products. Retirement planning leads can have fields such as Retirement Age, Retirement Goal, and Current Savings to assess the needs and suitability of the leads.


NEW QUESTION # 127
Which three standard fields are available to track a customer's retirement gial progress?

Answer: B,C,D

Explanation:
The following standard fields are available to track a customer's retirement goal progress:
Actual value, which is a currency field that represents the current value of the goal.
Target value, which is a currency field that represents the desired value of the goal.
Target Date, which is a date field that represents the expected date of achieving the goal.


NEW QUESTION # 128
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