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| Section | Weight | Objectives |
|---|
| Delivery | 46% | - Configure user interface, permissions, and automation - Client and household relationship management - Deploy and optimize FSC solutions - Data migration and integration strategy - Action plans, financial goals, and referral management - Implement reporting, dashboards, and analytics
|
| Define and Design | 42% | - Security, access control, and compliance design - Define future-state business processes - Design solutions using FSC modules and best practices - Apply FSC data model, objects, and relationships - Territory hierarchy, multi-currency, and localization setup
|
| Discovery | 12% | - Analyze current business processes and architecture - Document business needs, value proposition, and solution vision - Map requirements to FSC capabilities and system flows
|
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q68-Q73):
NEW QUESTION # 68
How should developers configure customized nodes for display in ARC?
- A. Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph
- B. Select Use FlexCard from the node Display tab to show the node in a FlexCard
- C. Select Use LWC from the node Display tab to show the node in a Lightning Web Component
- D. Reference the FlexCard in the Display properties of the custom ARC relationship graph
Answer: A
Explanation:
Explanation
To configure customized nodes for display in ARC, developers should reference the Lightning Web Component in the Display properties of the custom ARC relationship graph. A Lightning Web Component is a custom framework for creating reusable web components that run natively in browsers and leverage modern web standards. A custom ARC relationship graph is a metadata type in Financial Services Cloud that defines how account-account relationships are displayed in ARC, such as node shape, color, size, label, or icon. You can use Lightning Web Components and custom ARC relationship graphs to create customized nodes for ARC that show additional information or functionality for each account. Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10]
NEW QUESTION # 69
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
- A. Custom Relationship Group
- B. Account with Record Type = Business
- C. Contact-Contact Relationship
- D. Standard Household
Answer: A
Explanation:
A Custom Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use it to represent collaborative customer business operations that arenot captured by standard household or account structures. Verified References: :
Salesforce Financial Services Cloud Implementation Guide, page 67.
NEW QUESTION # 70
Which Financial Services object would you use to store Bank Accounts data?
- A. Assets and Liabilities
- B. Financial Account
- C. Charges and Fees
- D. Financial Holding
Answer: B
NEW QUESTION # 71
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?
- A. For each user, the user currency must correspond to the default currency for the user's locale
- B. The Salesforce Admin can enable or disable multiple currencies if needed
- C. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
- D. When multicurrency is enabled in FSC. advanced currency management is also available
Answer: C,D
Explanation:
Multicurrency is a feature in Salesforce that allows you to work with multiple currencies in your org. If you enable multicurrency in FSC, you need to consider the following:
When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USD or GBP, before the value. For example, USD500 or GBP300.
When multicurrency is enabled in FSC, advanced currency management is also available. This feature allows you to track historical exchange rates and apply them to opportunities and forecasts.
NEW QUESTION # 72
Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement savings, or other life goals. Which statements are correct?
- A. You can only create savings-oriented goals.
- B. You can associate a goal with a specific financial account.
- C. Financial Goals require the Financial Goals permission set to be visible to a user.
- D. You can't create a goal for paying down a debt.
Answer: A,D
NEW QUESTION # 73
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