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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

Section	Weight	Objectives
Delivery	46%	- Deploy and optimize FSC solutions - Data migration and integration strategy - Implement reporting, dashboards, and analytics - Action plans, financial goals, and referral management - Configure user interface, permissions, and automation - Client and household relationship management
Define and Design	42%	- Apply FSC data model, objects, and relationships - Territory hierarchy, multi-currency, and localization setup - Design solutions using FSC modules and best practices - Security, access control, and compliance design - Define future-state business processes
Discovery	12%	- Analyze current business processes and architecture - Map requirements to FSC capabilities and system flows - Document business needs, value proposition, and solution vision

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q108-Q113):

NEW QUESTION # 108
Which three things must an admin keep in mind when creating Action Plan Templates'5

A. The Action Plan Template permission set must be added to all users that wantto use Action Plans.
B. When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
C. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
D. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
E. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

Answer: B,C,D

Explanation:
The following things must be kept in mind when creating Action Plan Templates:
When creating Action Plan Templates with the UI, you can designate a plan owner different from the plan creator. The plan owner is the userwho is responsible for executing the tasks in the Action Plan. The plan creator is the user who creates the Action Plan Template or the Action Plan from the template. You can assign a different plan owner for each Action Plan Template or Action Plan.
An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template. An Action Plan Template is a reusable blueprint that defines the tasks, owners, and deadlines for a common business processor service request. An Action Plan is a specific implementation of the template that applies to a particular target record, such as an account, contact, or opportunity.
When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset defined in the Action Plan Template. The start dateis the date when you create the Action Plan from the template. The date offset is the number of days before or after the start date when each taskis due. You can specify different date offsets for each task in the template. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4

NEW QUESTION # 109
What Actions can you take from Life Event card? Select all that apply!

A. Create Opportunity
B. Create Case
C. Create Lead and Referral
D. Request Record Approval

Answer: A,B,C

NEW QUESTION # 110
What 2 consideration should the Salesforce Admin review bfore implementing Lightning Flows?

A. Lightning flow for FSC is not available for the Individual Object Model
B. Flow screen input components can only be used in FSC Lightning Flow Templates
C. The Flow users must have access to the underlying objects and fields that are included in that process
D. The Flow users require a flow permission set license

Answer: A,C

NEW QUESTION # 111
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

A. Custom Relationship Group
B. Standard Household
C. Account with Record Type = Business
D. Contact-Contact Relationship

Answer: A

Explanation:
A Custom 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 it to represent collaborative customer business operations that arenot captured by standard household or account structures. Verified References: :
Salesforce Financial Services Cloud Implementation Guide, page 67.

NEW QUESTION # 112
What 3 functionalities are supported by the Relationship Map and Group Builder?
The Relationship Map and Group Builder allows the user to:

A. define what data is being rolled up to the Household.
B. define the Primary Group for a Member.
C. define the Role of the Members of the Household
D. enable or disable Enable Rollup Summary calculations.
E. display Financial Holdings.

Answer: A,B,C

NEW QUESTION # 113
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