Helpful Features of Salesforce Financial-Services-Cloud PDF Questions

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Salesforce Financial-Services-Cloud is a powerful tool used by financial institutions to manage their customer relationships and data. The Salesforce Financial-Services-Cloud platform is specifically designed for financial services organizations, providing them with a comprehensive view of their customers and their financial needs. The platform includes features such as account management, financial planning, and wealth management, making it an essential tool for financial advisors.

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Free PDF Quiz Salesforce - Financial-Services-Cloud - Newest Salesforce Financial Services Cloud (FSC) Accredited Professional Valid Cram Materials

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Once you've passed the Salesforce FSC Accredited Professional exam, you'll be recognized as an expert in the FSC platform and its capabilities. Salesforce Financial Services Cloud (FSC) Accredited Professional certification can help you stand out in a competitive job market and open up new career opportunities in the financial services industry. It can also give you the confidence and skills you need to provide exceptional service to your clients and help them achieve their financial goals.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q128-Q133):

NEW QUESTION # 128
What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

Answer: C

Explanation:
To create a new Business Milestone Type, you need to add a new picklist value on the Milestone Type field of the Business Milestone object. This field is used to categorize the different types of business milestones that can be tracked for a client. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 57.


NEW QUESTION # 129
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks. What FSC feature can Lake Tahoe Bank use to track this process?

Answer: C

Explanation:
Again, Action Plans are a feature that can help users track and manage common client processes. For a commercial loan due diligence process, users can create an Action Plan Template with tasks such as verifying income, checking credit history, appraising collateral, etc. Users can also assign different task owners and deadlines for each task to distribute the work and monitor the progress. Users can also use dashboards and reports to view the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.


NEW QUESTION # 130
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: B,C


NEW QUESTION # 131
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem 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: B

Explanation:
To grant restricted accessto users like Bank Tellers who need only limited access to Financial Services Cloud features, the Admin can use Financial Service Cloud Basic permission set license. This license enables user access to a license with contractual restrictions for FinancialServices Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL).


NEW QUESTION # 132
A financial services company must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?

Answer: C

Explanation:
Explanation
To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday. Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1. Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.
References:
Set Business Hours
Set Up Company-wide Holidays


NEW QUESTION # 133
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