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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is an important certification for professionals in the financial services industry who are looking to enhance their skills and knowledge of the Salesforce platform. By passing the exam, professionals can demonstrate their expertise in using the Salesforce platform to manage customer relationships, financial accounts, and financial products. Salesforce Financial Services Cloud (FSC) Accredited Professional certification offers a range of benefits, including career advancement, access to a community of certified professionals, and increased credibility with clients and employers.
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Salesforce Financial-Services-Cloud platform is constantly evolving, and as such, it is important for financial professionals to stay up-to-date with the latest developments. One way to demonstrate expertise in this area is by becoming a Salesforce Financial Services Cloud (FSC) Accredited Professional. This accreditation is awarded to individuals who have demonstrated their knowledge and proficiency in using the platform to manage financial services.
NEW QUESTION # 127
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?
Answer: C,D
NEW QUESTION # 128
Which three related lists are visible within the Actionable Relationship Center associated with the Account object?
Answer: A,D,E
NEW QUESTION # 129
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
Answer: A,C,D
Explanation:
Explanation
The following types of Account-Account relationships are displayed in the Actionable Relationship Center (ARC):
Accounts & Businesses: This type of relationship shows the accounts that are related to a business account, such as owners, partners, or beneficiaries. You can use this type of relationship to understand the ownership structure and financial interests of a business account.
Accounts & Peers: This type of relationship shows the accounts that are related to another account by a peer-to-peer relationship, such as friends, colleagues, or associates. You can use this type of relationship to identify potential referrals and cross-selling opportunities from an account's network.
Accounts & Groups: This type of relationship shows the accounts that are related to a group account, such as household members, trust members, or business group members. You can use this type of relationship to view the aggregated financial data and activities of a group account. Verified References:
Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4
NEW QUESTION # 130
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: C
Explanation:
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 References: : Salesforce Help Article [8] : Salesforce Help Article [9]
NEW QUESTION # 131
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: A
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 Reference: : Salesforce Financial Services Cloud Implementation Guide, page 67.
NEW QUESTION # 132
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