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| Certification Vendor: | Salesforce |
|---|---|
| Exam Name: | Salesforce Financial Services Cloud Accredited Professional |
| Exam Number: | Financial-Services-Cloud |
| Real Exam Qty: | 60 |
| Exam Format: | Multiple select, Multiple choice |
| Exam Price: | $150 USD |
| Available Languages: | English |
| Exam Duration: | 105 minutes |
| Related Certifications: | Salesforce Certified Administrator |
| Recommended Training: | Salesforce Trailhead Financial Services Cloud Learning |
| Exam Registration: | Salesforce Accredited Professional Credentials |
| Sample Questions: | Salesforce Financial-Services-Cloud Sample Questions |
| Exam Way: | Online proctored exam |
| Pre Condition: | Recommended experience with Salesforce Platform and Salesforce Administrator-level knowledge; familiarity with Financial Services industry concepts is beneficial. |
| Official Syllabus URL: | https://trailhead.salesforce.com/credentials/accredited-professional/financial-services-cloud |
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A Salesforce Financial-Services-Cloud practice questions is a helpful, proven strategy to crack the Salesforce Financial-Services-Cloud exam successfully. It helps candidates to know their weaknesses and overall performance. Prep4sureExam software has hundreds of Salesforce exam dumps that are useful to practice in real time. The Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) practice questions have a close resemblance with the actual Financial-Services-Cloud exam.
Achieving Salesforce Financial Services Cloud Accredited Professional status is a valuable achievement for financial professionals. It demonstrates a commitment to staying up-to-date with the latest technology and industry trends, as well as a dedication to providing the highest level of service to clients. Financial institutions can be confident in the expertise of their employees who have achieved this accreditation, knowing that they have the knowledge and skills necessary to manage their clients' financial needs.
Salesforce Financial-Services-Cloud is a powerful tool designed specifically for financial professionals. This cloud-based platform helps financial advisors manage their clients' financial portfolios, track their investments, and provide personalized advice based on their unique financial goals. In order to demonstrate proficiency in using FSC, Salesforce offers the FSC Accredited Professional exam.
NEW QUESTION # 69
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?
Answer: A,B,E
Explanation:
The following objects should be used when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline:
Opportunity: An Opportunity is a standard object that represents a potential sale or deal for your products or services. You can use the Opportunity object to track and manage the stages, amounts, probabilities, and expected revenue of your deals. You can also use the Opportunity object to associate products, price books, quotes, contracts, orders, or assets with your deals.
Account: An Account is a standard object that represents a person or an organization that has a business relationship with your company. You can use the Account object to store information about your customers, such as name, address, phone number, website, industry, or rating. You can also use the Account object to associate contacts, opportunities, activities, cases, or notes with your customers.
Financial Account: A Financial Account is a custom object in Financial Services Cloud that represents a financial product or service that is owned by an account holder or related to an account holder's financial goal. You can use the Financial Account object to store information about your customers' financial accounts, such as type, balance, status, or interest rate. You can also use the Financial Account object to associate financial transactions, financial account roles, or financial goals with your customers' financial accounts. Verified Reference: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]
NEW QUESTION # 70
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?
Answer: A,B,C
Explanation:
The following options are available to view and update Account-Account, Account-Contact, and Contact- Contact Relationships in Financial Services Cloud:
Actionable Relationship Center: This is a Lightning component that displays a list of all the relationships for a client or a group. You can use it to view, create, edit, and delete relationships.
Relationship Map: This is a Lightning component that displays a graphical representation of all the relationships for a client or a group. You can use it to visualize and navigate the relationship network.
Group Members Component: This is a Lightning component that displays a list of all the members of agroup.
You can use it to view, add, and remove group members. Verified References: : Salesforce Financial Services Cloud User Guide, page 34. : Salesforce Financial Services Cloud User Guide, page 36. : Salesforce Financial Services Cloud User Guide, page38.
NEW QUESTION # 71
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?
Answer: A,D
NEW QUESTION # 72
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks. What FSC feature can Lake Tahoe Bank use to track this process?
Answer: A
Explanation:
Again, Action Plans are a feature that can help users track and manage common client processes. For a commercial loan due diligence process, users can create an Action Plan Template with tasks such as verifying income, checking credit history, appraising collateral, etc. Users can also assign different task owners and deadlines for each task to distribute the work and monitor the progress. Users can also use dashboards and reports to view the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
NEW QUESTION # 73
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
Answer: B,C,D
Explanation:
Explanation
The following actions regarding functionality and features should be suggested to help guide Cumulus Insurance users through their complex business processes:
Configure Dynamic Actions for Lightning pages. Dynamic Actions are a feature that allows you to customize the actions that appear on a Lightning page based on criteria such as record type, field value, device type, or user profile. You can use Dynamic Actions to show or hide actions that are relevant or irrelevant for each stage of the business process, such as creating a case, sending an email, or generating a quote.
Enable In-App Guidance to provide walk-throughs. In-App Guidance is a feature that allows you to create prompts and guided tours that appear within the Salesforce app to help users learn new features, complete tasks, or adopt best practices. You can use In-App Guidance to provide step-by-step guidance for complex business processes, such as onboarding a customer, submitting a claim, or renewing a policy.
Use flows to remove the need for complex Lightning pages. Flows are a tool that allows you to automate business processes and guide users or customers through screens that collect and display information.
Flows can have multiple steps and branching logic that ask for different information depending on the responses. You can use flows to simplify and streamline complex business processes, such as applying for a loan, enrolling in a plan, or changing a beneficiary. Verified References: : Salesforce Help Article
[12] : Salesforce Help Article [13] : Salesforce Help Article [14]
NEW QUESTION # 74
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