Financial-Services-Cloud Reliable Guide Files - Cert Financial-Services-Cloud Guide

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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

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

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Cert Financial-Services-Cloud Guide - Financial-Services-Cloud PDF

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q128-Q133):

NEW QUESTION # 128
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

Answer: D


NEW QUESTION # 129
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: D,E


NEW QUESTION # 130
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?

Answer: A,D,E

Explanation:
Explanation
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file and Data Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 :
Salesforce Help Article 2 : Salesforce Help Article 3


NEW QUESTION # 131
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

Answer: B

Explanation:
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 58.


NEW QUESTION # 132
A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship 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 access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?

Answer: B


NEW QUESTION # 133
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