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Salesforce Financial-Services-Cloud Accredited Professional Exam consists of 60 multiple-choice questions, which must be answered within 105 minutes. Financial-Services-Cloud exam covers a range of topics, including the use of the Salesforce platform in financial services, customer relationship management, financial services product management, and regulatory compliance.
The FSC Accredited Professional Certification Exam covers a wide range of topics related to Salesforce CRM and financial services, including customer management, financial planning, wealth management, insurance, and banking. Financial-Services-Cloud Exam Tests your knowledge of Salesforce CRM features and functionalities, such as automation, data management, reporting, and analytics. It also evaluates your understanding of financial services industry-specific regulations, compliance, and best practices.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Exam is designed for professionals who work in the financial services industry and are looking to enhance their skills and knowledge in the Salesforce ecosystem. Financial-Services-Cloud Exam is specifically tailored to test a candidate's proficiency in using the Salesforce platform for financial services, including wealth management, banking, insurance, and lending.
NEW QUESTION # 35
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?
Answer: B,C,D
Explanation:
The following statements are true for Rollup By Lookup (RBL) in Financial Services Cloud:
An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances. You can use RBL rules to aggregate financial account data across different levels of client relationships.
The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels. You can use RBL configuration to define which fields are rolled up and how they are calculated for each diem and group type.
Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules. RBL rules are complex and require extensive testing and validation. If you need to create or customize RBL rules, you should contact a certified Salesforce partner or consultant. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 75. : Salesforce Financial Services Cloud Implementation Guide, page 76. : Salesforce Financial Services Cloud Implementation Guide, page 77.
NEW QUESTION # 36
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
Answer: C
Explanation:
Explanation
To add new values for how a customer can be related to a financial account, the administrator should add new values on the Role field of the Financial Account Role object. The Financial Account Role object is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. The Role field is a picklist field that specifies the role of the contact or individual for the financial account, such as owner, beneficiary, trustee, or custodian. By adding new values on the Role field of the Financial Account Role object, the administrator can create new categories of financial account relationships for customers.
NEW QUESTION # 37
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?
Answer: B
Explanation:
Explanation
As explained in the previous question, Action Plans are a feature that can help users track and manage common client processes. By creating an Action Plan Template with associated pre-determined Tasks, such as reviewing credit & debit card usage, reviewing account payables, and discussing credit needs, users can ensure that these activities are tracked and followed up on in a timely manner. Users can also automate the periodical creation of Action Plans for customer accounts using Process Builder or Apex triggers.
NEW QUESTION # 38
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?
Answer: A,B,E
Explanation:
Explanation
Enable Compliant Data Sharing for Interaction Summaries, Use Interaction Summary Participants to provide the right access to individuals or groups, and Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
NEW QUESTION # 39
Which three insurance processes are managed by the Policy Administration component?
Answer: A,B,C
Explanation:
Explanation
The following insurance processes are managed by the Policy Administration component:
Payments: Payments are the amounts that a policyholder pays to an insurance company for a policy or a claim. You can use the Policy Administration component to manage the payment schedules, methods, and statuses for your policies and claims. You can also use the Policy Administration component to integrate with external payment systems and track the payment transactions and balances for your policies and claims.
Approvals: Approvals are the processes that an insurance company follows to review and authorize a policy or a claim. You can use the Policy Administration component to configure and automate the approval workflows, rules, and criteria for your policies and claims. You can also use the Policy Administration component to assign approvers, send notifications, and monitor the approval statuses and histories for your policies and claims.
Endorsements: Endorsements are the changes or modifications that a policyholder requests or an insurance company makes to a policy. You can use the Policy Administration component to manage the endorsement requests, types, and statuses for your policies. You can also use the Policy Administration component to update the policy details, coverages, premiums, or terms based on the endorsements for your policies. Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10] :
Salesforce Help Article [11]
NEW QUESTION # 40
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