Financial-Services-Cloud Test Topics Pdf - New Financial-Services-Cloud Test Practice

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| Section | Objectives |
|---|
| Financial Accounts and Goals | - Financial Data Management
- 1. Insurance Policies
- 2. Financial Accounts
- 3. Financial Goals
- 4. Assets and Liabilities
|
| Client and Relationship Management | - Client Lifecycle Management
- 1. Referrals and Leads
- 2. Interaction Summaries
- 3. Client Onboarding
- 4. Business Milestones
|
| Financial Services Cloud Fundamentals | - Financial Services Cloud Overview
- 1. Industry Data Model
- 2. Relationship Mapping
- 3. Person Accounts
- 4. Households and Groups
|
| Security and Compliance | - Compliance Management
- 1. Audit and Regulatory Support
- 2. Sharing and Visibility
- 3. Data Privacy
- 4. Consent Management
|
| Productivity and Automation | - Workflow and Automation Features
- 1. Document Checklist Items
- 2. Action Plans
- 3. OmniStudio Integration
- 4. Flow Automation
|
| Implementation and Solution Design | - Solution Architecture
- 1. Integration Considerations
- 2. Scalable FSC Solution Design
- 3. Business Requirement Mapping
- 4. Deployment Best Practices
|
>> Financial-Services-Cloud Test Topics Pdf <<
Quiz High Pass-Rate Salesforce - Financial-Services-Cloud Test Topics Pdf
The contents of Financial-Services-Cloud learning questions are carefully compiled by the experts according to the content of the Financial-Services-Cloud examination syllabus of the calendar year. They are focused and detailed, allowing your energy to be used in important points of knowledge and to review them efficiently. In addition, Financial-Services-Cloud Guide engine is supplemented by a mock examination system with a time-taking function to allow users to check the gaps in the course of learning.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q168-Q173):
NEW QUESTION # 168
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?
- A. Flow for Financial Service Cloud is not available for the Individual Object Model.
- B. Use Field Level Security on Milestones
- C. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
- D. The Flow users require a Flow Permission Set License.
Answer: A,B
Explanation:
Explanation
The following considerations should be reviewed before implementing Flow for customer onboarding:
Use Field Level Security on Milestones, which is a setting that controls whether users can view and edit fields on records. The Admin should use Field Level Security to restrict access to the Milestones field on the Flow Template object, which is used to track the progress of customer onboarding flows2.
Flow for Financial Service Cloud is not available for the Individual Object Model, which is an alternative data model that uses the Individual object instead of Person Accounts to store information about people. Flow for Financial Service Cloud only supports Person Accounts as the primary object for customer onboarding flows2. Verified References: 2
NEW QUESTION # 169
What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?
- A. Implementing a generic, one-size-fits-all solution for all customers
- B. Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities
- C. Importing the customer's existing data into Salesforce FSC without any modifications
- D. Creating a new Salesforce instance from scratch for the customer
Answer: B
Explanation:
Explanation
A gap analysis is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC). A gap analysis is a method of comparing the current state of a system or process with the desired future state and identifying the gaps or differences between them. By conducting a gap analysis, a consultant can understand the customer's pain points, requirements, and expectations and design a solution that leverages the best practices and features of Salesforce FSC.
References:
Gap Analysis
Salesforce Financial Services Cloud Implementation Guide
NEW QUESTION # 170
Does FSC require Lightning?
Answer: A
NEW QUESTION # 171
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
- A. AppExchange packages will not work if Person Accounts are enabled
- B. Creating a client record via Salesforce Inbox is not supported.
- C. Person Accounts cannot be disabled once they were enabled
- D. Person Accounts can be enabled and disabled only by contacting Salesforce Support
Answer: B,C
NEW QUESTION # 172
For which three objects are Rollup By Lookup (RBL) summaries are available?
- A. Claims
- B. Assets and Liabilities
- C. Financial Accounts
- D. Contacts
- E. Life Events
Answer: B,C,D
Explanation:
Rollup By Lookup (RBL) summaries are available for the following objects:
Financial Accounts, which are records that represent financial products or services that a client owns or uses1.
Assets and Liabilities, which are records that represent the value of what a client owns or owes1.
Contacts, which are records that represent individuals who are associated with an account3.
NEW QUESTION # 173
......
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