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Earning the Salesforce FSC Accredited Professional certification can be a game-changer for professionals in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification demonstrates a deep understanding of the Salesforce Financial Services Cloud platform and its application in real-world scenarios. By earning this certification, professionals can differentiate themselves from their peers, enhance their career prospects, and demonstrate their commitment to delivering exceptional customer service and driving business success.
Salesforce Financial-Services-Cloud (FSC) Accredited Professional Exam is designed to test the knowledge of individuals in the Financial Services Cloud, a Salesforce platform that is specifically designed for financial advisors, insurance agents, and other professionals in the financial sector. Financial-Services-Cloud exam is designed to assess the candidate’s ability to work with the Financial Services Cloud and to provide solutions to clients using the platform.
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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who are interested in demonstrating their expertise in using the Salesforce Financial Services Cloud platform. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is ideal for individuals who have experience working with financial services products, such as insurance, banking, and wealth management. The FSC Accredited Professional Certification Exam is specifically targeted at individuals who are looking to enhance their careers by demonstrating their knowledge of financial services and their ability to use the Salesforce platform to provide innovative customer solutions.
NEW QUESTION # 61
A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract dat a. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view and renew policies
How should the consultant design the FlexCards to meet these requirements?
Answer: B
Explanation:
The consultant should design the FlexCards as follows to meet the requirements:
Parent FlexCard with multiple Child Flex Cards and Card Actions. A Parent FlexCard is a construct in Financial Services Cloud that allows you to display information from one record in a card-like format on a Lightning page. A Child FlexCard is a construct in Financial Services Cloud that allows you to display information from related records in a card-like format within a Parent FlexCard. A Card Action is a construct in Financial Services Cloud that allows you to perform actions on a record from within a FlexCard, such as edit, delete, renew, or view details. You can use Parent FlexCards, Child FlexCards, and Card Actions to create an agent console that provides a 360-degree view of your customers and enables quick actions on their records. Verified Reference: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]
NEW QUESTION # 62
A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution's concern?
Answer: A
Explanation:
Explanation
Consent Management for Financial Services Cloud is a feature that helps financial institutions honor and respect their customers' wishes when they request only specific forms of contact from their company or opt-out of certain types of data-sharing. This feature helps institutions comply with the data protection and privacy regulations that apply to their company11. A consultant can suggest the following actions to implement Consent Management for Financial Services Cloud:
Set up tracking and storage of certain data privacy preferences: This involves creating data privacy records for customers who have opted out of certain types of communication or data-sharing, and selecting the appropriate options in the record to indicate their preferences12.
Use the Consent API: This is an API that lets users query, create, update, or delete consent records for customers who have given or withdrawn their consent for certain types of communication or data-sharing.
Protect your Salesforce organization: This involves setting up organization-wide sharing settings, encryption, field-level security, and other measures to ensure that only authorized users can access or modify customer data according to their consent preferences.
References:
Consent Management for Financial Services Cloud
Set Up Tracking and Storage of Certain Data Privacy Preferences
[Use the Consent API]
[Protect Your Salesforce Organization]
NEW QUESTION # 63
Which of these statements is not correct about the visibility of Action Plan Tasks?
Answer: D
NEW QUESTION # 64
Which of the following objects do support Group-Level Rollups7
Answer: A,B,C
NEW QUESTION # 65
A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solution should a consultant suggest the client explore?
Answer: B
Explanation:
Explanation
The solution that the consultant should suggest the client explore to improve its clients' documentation submission and tracking is the Send Documents flow for Retail Banking. The Send Documents flow for Retail Banking is a prebuilt flow that allows users to send documents requests to clients via email and track the status of the requests in FSC. The flow uses DocuSign eSignature integration to enable clients to sign and return documents electronically. By using the Send Documents flow for Retail Banking, the consultant can help the client streamline and simplify its document management process and improve its customer service agents' efficiency
NEW QUESTION # 66
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