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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

SectionWeightObjectives
Define and Design42%- Security, access control, and compliance design
- Territory hierarchy, multi-currency, and localization setup
- Define future-state business processes
- Apply FSC data model, objects, and relationships
- Design solutions using FSC modules and best practices
Discovery12%- Map requirements to FSC capabilities and system flows
- Analyze current business processes and architecture
- Document business needs, value proposition, and solution vision
Delivery46%- Data migration and integration strategy
- Client and household relationship management
- Action plans, financial goals, and referral management
- Configure user interface, permissions, and automation
- Implement reporting, dashboards, and analytics
- Deploy and optimize FSC solutions

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q126-Q131):

NEW QUESTION # 126
The marketing team wants to send an email to each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to the lead.
How can the system administrator automate this process?

Answer: C


NEW QUESTION # 127
The SF admin wants to make it easier or call center agents to complete some common tasks by setting up Lightning Flows (3 correct answers)

Answer: B,C,D


NEW QUESTION # 128
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

Answer: A,D

Explanation:
Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to navigate to different screens. Flows can simplify and streamline the customer onboarding process by automating tasks and collecting information in an easy and intuitive way. You can use Flows to create service requests that capture the customer's details and update the related records in one place.
Flows enable customers to schedule appointments via customer communities, mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile apps, or websites to provide self-service options for customers. You can use Flows to create appointment scheduling forms that allow customers to book appointments with the right specialist at the right time and place. Verified Reference: : Salesforce Help Article 3 : Salesforce Help Article 4


NEW QUESTION # 129
A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?