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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Discovery12%- Document business needs, value proposition, and solution vision
- Map requirements to FSC capabilities and system flows
- Analyze current business processes and architecture
Topic 2: Define and Design42%- Apply FSC data model, objects, and relationships
- Territory hierarchy, multi-currency, and localization setup
- Define future-state business processes
- Security, access control, and compliance design
- Design solutions using FSC modules and best practices
Topic 3: Delivery46%- Implement reporting, dashboards, and analytics
- Configure user interface, permissions, and automation
- Client and household relationship management
- Action plans, financial goals, and referral management
- Data migration and integration strategy
- Deploy and optimize FSC solutions

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q72-Q77):

NEW QUESTION # 72
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

Answer: C


NEW QUESTION # 73
Which of the following are FSC components that visualize groups and relationships in Lightning pages? (Check the 2 that apply)

Answer: A,C


NEW QUESTION # 74
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive 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: B,D,E

Explanation:
Enable Compliant Data Sharing for Interaction Summaries, Use Interaction Summary Participants to provide the right access to individuals or groups, and DisableRole-Hierarchy-Based Sharing for Interaction Summaries.
Reference: Interaction Summaries | Salesforce Architects
Explanation: Compliant Data Sharing is a feature that allows granular control over access to sensitive data in Financial Services Cloud. By enabling Compliant Data Sharing for Interaction Summaries, the bank can restrict access to the detailed notes field on the Interaction Summary object. By using Interaction Summary Participants, the bank can grant access to specific individuals or groups who need to see the notes for certain interactions. By disabling Role-Hierarchy-Based Sharing for Interaction Summaries, the bank can prevent users from inheriting access to Interaction Summaries from their managers or peers in the role hierarchy.


NEW QUESTION # 75
Which two statements are true about Group Membership in Financial Services Cloud?

Answer: A,C

Explanation:
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.


NEW QUESTION # 76
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?

Answer: A

Explanation:
Explanation
Actionable Relationship Center (ARC) is a tool that a Salesforce FSC consultant can recommend to a wealth manager who needs to make sense of complex client relationships and discover new business opportunities. ARC is an advanced visualization engine that provides a holistic view of customers and their relationships with actionable insights, all in one place5. ARC helps users understand relationships among people and businesses by presenting them in interactive components, such as graphs, cards, lists, and filters6. ARC also allows users to perform actions on the customer data, such as creating tasks, sending emails, or updating records7.
References:
Actionable Relationship Center (ARC)
Get Started with Actionable Relationship Center
Work with Actionable Relationship Center


NEW QUESTION # 77
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