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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

SectionObjectives
Topic 1: Client Management and Engagement- Client Lifecycle Management
- Interaction and Activity Tracking
Topic 2: Data Model and Architecture- Households and Relationships
- Financial Accounts and Client Data Structure
Topic 3: Automation and Configuration- Customization in Financial Services Cloud
- Business Process Automation
Topic 4: Reporting and Integration- Standard Reporting Capabilities
- Data Integration and External Systems
Topic 5: Security, Compliance, and Data Access- Role-Based Access Control
- Financial Data Security Considerations
Topic 6: Financial Services Cloud Core Concepts- Industry Use Cases (Banking, Wealth, Insurance)
- Overview of Financial Services Cloud

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q125-Q130):

NEW QUESTION # 125
Universal Containers currently assigns its users from the facilities and IT teams to the same profile. Universal container recently created a custom object to track company cars and wants only users from the facilities team to have access to this new object.
How can an administrator meet this requirement?

Answer: C


NEW QUESTION # 126
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

Answer: A,B,E

Explanation:
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record. Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.


NEW QUESTION # 127
What are three examples of proper use of Financial Goals?

Answer: A,B,D


NEW QUESTION # 128
Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

Answer: B


NEW QUESTION # 129
An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?

Answer: A

Explanation:
Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers' licenses and passports. Identification Document is a standard object that represents a document that verifies a person's identity, such as a driver's license, passport, or national ID card. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance.
References: [Identification Document Object], [Manage Identification Documents]


NEW QUESTION # 130
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