Financial-Services-Cloud New Real Test & Financial-Services-Cloud Pdf Exam Dump

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The Salesforce Financial-Services-Cloud certification exam offers a great opportunity to advance your career. With the Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam beginners and experienced professionals can demonstrate their expertise and knowledge. After passing the Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) exam you can stand out in a crowded job market. The Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) certification exam shows that you have taken the time and effort to learn the necessary skills and have met the standards in the market.

Salesforce Financial-Services-Cloud Exam Syllabus Topics:

SectionObjectives
Topic 1: Implementation and Solution Design- Solution Architecture
  • 1. Deployment Best Practices
  • 2. Business Requirement Mapping
  • 3. Integration Considerations
  • 4. Scalable FSC Solution Design
Topic 2: Productivity and Automation- Workflow and Automation Features
  • 1. OmniStudio Integration
  • 2. Action Plans
  • 3. Flow Automation
  • 4. Document Checklist Items
Topic 3: Client and Relationship Management- Client Lifecycle Management
  • 1. Referrals and Leads
  • 2. Business Milestones
  • 3. Client Onboarding
  • 4. Interaction Summaries
Topic 4: Security and Compliance- Compliance Management
  • 1. Sharing and Visibility
  • 2. Audit and Regulatory Support
  • 3. Consent Management
  • 4. Data Privacy
Topic 5: Financial Accounts and Goals- Financial Data Management
  • 1. Financial Accounts
  • 2. Assets and Liabilities
  • 3. Insurance Policies
  • 4. Financial Goals
Topic 6: Financial Services Cloud Fundamentals- Financial Services Cloud Overview
  • 1. Industry Data Model
  • 2. Households and Groups
  • 3. Person Accounts
  • 4. Relationship Mapping

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q164-Q169):

NEW QUESTION # 164
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order. However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

Answer: C

Explanation:
To help onboarding new customers, the consultant should recommend using Action Plan and Action Plan Template. Action Plan is a feature in Financial Services Cloud that allows you to automate and standardize common business processes or service requests, such as customer onboarding, account opening, or loan origination. You can use Action Plan to create templates that define the tasks, owners, and deadlines for each process or request. You can also use Action Plan to enforce task dependencies and completion criteria, so that bankers cannot skip or miss any tasks or move to the next stage of the onboarding process without meeting the requirements. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2


NEW QUESTION # 165
Which three processes are part of Claims Management?

Answer: C,D,E

Explanation:
The following processes are part of Claims Management:
Auto Adjudication, which is a process that allows claims to be processed automatically without humanintervention, based on predefined rules and criteria. Auto adjudication can improve the efficiency and accuracy of claims processing and reduce operational costs.
Reserve Management, which is a process that involves estimating and setting aside funds for future claims payments. Reserve management can help insurers manage their cash flow and solvency and comply with regulatory requirements.
Payment, which is a process that involves disbursing funds to claimants or providers after a claim has been approved. Payment can involve different methods, such as check, electronic funds transfer, or debit card.
Payment can affect the customer satisfaction and retention rate of insurers.


NEW QUESTION # 166
A System Administrator has received a note from one of theportfolio managers that the ActionableRelationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have accessto it and are able to use it to manage their customer's relationships. What is a possible cause for this?

Answer: D

Explanation:
A possible cause for why theportfolio manager cannot see ARC when trying to set up relationships between two accounts is that he has not been given the permissions that enable users to view and manage ARC. To access ARC, users need to have certain permissions and settings enabled intheir user profile or permission set, such as:
View Setup and Configuration
Customize Application
Manage Custom Permissions
Financial Services Cloud Standard User
Financial Services Cloud Admin If any of these permissions or settings are missing, users maynot be able to see or use ARC properly. Verified References: : Salesforce Help Article 5


NEW QUESTION # 167
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?

Answer: A,B

Explanation:
Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases. You can use RBL to roll up financial data to all joint owners' primary households by doing the following:
Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.
Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account Role field on the Account Contact Relationship object. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 75.


NEW QUESTION # 168
What level of access can be set when sharing a document folder with users? (2 answers)

Answer: B,D


NEW QUESTION # 169
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