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The FSC Accredited Professional Exam consists of 60 multiple-choice questions and lasts for 90 minutes. To earn the certification, candidates must score at least 70% on the exam. Financial-Services-Cloud exam covers a range of topics, including the basics of financial services, customer relationship management, financial product management, and data management. Candidates are expected to have a solid understanding of financial services and the FSC platform, as well as experience working with customers and financial advisors. Salesforce Financial Services Cloud (FSC) Accredited Professional certification demonstrates a commitment to excellence in the financial services industry and can help professionals advance their careers.
To become a Salesforce Financial Services Cloud Accredited Professional, candidates must have a strong understanding of the financial services industry, as well as experience working with Salesforce's FSC platform. Financial-Services-Cloud Exam consists of 60 multiple-choice questions that must be completed within 90 minutes. To pass the exam, candidates must score a minimum of 68%, which demonstrates their ability to effectively implement FSC solutions for their clients.
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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is a valuable credential for professionals in the finance industry who use Salesforce. Salesforce Financial Services Cloud (FSC) Accredited Professional certification indicates that the professional has the skills and knowledge necessary to deliver high-quality financial services to clients using FSC. Salesforce Financial Services Cloud (FSC) Accredited Professional certification also demonstrates a commitment to professional development and a dedication to staying current with the latest technologies and trends in the financial services industry.
NEW QUESTION # 142
A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
Answer: A,C,D
Explanation:
The following activities should be prioritized by the implementation team during planning for designing the Financial Services Cloud implementation:
Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on. Integrations are the connections or interactions that allow data or functionality to flow between different systems or platforms. You should prepare for integrations with your existing or new systems or platforms that support your business processes, such as transactional systems, external data sources, custodians, or other platforms. You should also consider the integration methods, tools, requirements, and challenges that you will need to address during the implementation.
Beyond the preconfigured settings, evaluate whether they need advanced customizations. Customizations are the changes or modifications that you make to Salesforce to meet your specific business needs or preferences.
You should evaluate whether you need advanced customizations beyond the preconfigured settings that Financial Services Cloud provides out of the box, such as custom objects, fields, formulas, validation rules, workflows, triggers, or components. You should also consider the impact, benefits, and risks of your customizations on your data model, user interface, performance, security, or maintenance.
Review the out-of-the-box capabilities and compare them to the company's current needs. Out-of-the-box capabilities are the features or functions that Financial Services Cloud offers without any customizations or configurations. You should review the out-of-the-box capabilities and compare them to your company's current needs and expectations. You should also identify any gaps or opportunities for improvement that you can address with configurations or customizations during the implementation. Verified References: :
Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]
NEW QUESTION # 143
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?
Answer: C,D
Explanation:
Reference: Action Plans in Financial Services Cloud for Admins | Salesforce Trailhead and [OmniScript Overview | Vlocity Developer Docs] Explanation: ActionPlans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also assign tasks to different users or teams, set deadlines and priorities, and track progress and status.
Omni Scripts are a feature of Vlocity that allow users to create and run guided interactionsbased on predefined scripts. Omni Scripts can help automate and simplify complex workflows, such as opening new accounts, applying for loans, or updating personal information. Omni Scripts can also integrate with other systems, capture user inputs, perform calculations, and display dynamic content.
NEW QUESTION # 144
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: B
NEW QUESTION # 145
Which statement is true if a custom fiscal year is enabled? (2 answers)
Answer: A,C
NEW QUESTION # 146
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
Answer: D
NEW QUESTION # 147
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