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Salesforce Financial Services Cloud is a cloud-based platform that is purpose-built for financial services companies. It is designed to help financial services organizations accelerate their digital transformation and provide a better experience for their customers. The Financial Services Cloud provides a 360-degree view of the customer, allowing financial services professionals to have a complete understanding of their customers’ financial needs and preferences. This information can then be used to create personalized experiences and offer tailored products and services.

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Most candidates who register for Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) certification lack the right resources to help them achieve it. As a result, they face failure, which causes them to waste time and money, and sometimes even lose motivation to repeat their Salesforce Financial-Services-Cloud exam. Exams4sures will solve such problems for you by providing you with Financial-Services-Cloud Questions. The Salesforce Financial-Services-Cloud certification exam is undoubtedly a challenging task, but it can be made much easier with the help of Exams4sures's reliable preparation material.

Salesforce Financial Services Cloud (FSC) is a comprehensive customer relationship management (CRM) platform designed specifically for financial service providers. It is a powerful tool that helps to streamline customer interactions, track financial goals, and manage financial planning. The Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is designed to validate the skills and knowledge required to effectively implement and manage the FSC platform.

The Salesforce Financial-Services-Cloud Exam covers various topics such as setting up the Financial Services Cloud, working with clients, managing financial accounts and data, and using the platform to provide financial advice and guidance. Financial-Services-Cloud exam also tests the candidate’s ability to customize the platform to meet the needs of their clients and to create reports and dashboards to help clients make informed financial decisions.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q61-Q66):

NEW QUESTION # 61
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

Answer: D


NEW QUESTION # 62
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?

Answer: A,B,C

Explanation:
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file and Data Loader to perform a bulk update operation. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3


NEW QUESTION # 63
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

Answer: B,D,E

Explanation:
The following records support Document Checklist Items out of the box in Financial Services Cloud:
Account: An Account is a record that represents a person or an organization that has a business relationship with your company. You can use Document Checklist Items to request and track documents from your account holders, such as identity proofs, tax forms, or contracts.
Residential Loan Application: A Residential Loan Application is a record that represents a request for a loan to purchase or refinance a residential property. You can use Document Checklist Items to request and track documents from your loan applicants, such as income statements, credit reports, or property appraisals.
Opportunity: An Opportunity is a record that represents a potential sale or deal for your products or services. You can use Document Checklist Items to request and track documents from your opportunity owners, such as proposals, quotes, or agreements. Verified Reference: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4


NEW QUESTION # 64
An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?

Answer: D

Explanation:
According to the Salesforce documentation1, record rollups at the group level allow you to aggregate information from related records for several objects in Financial Services Cloud. When you enable record rollups at the group level, all correspondingrecords are stamped with the Primary Group in the Rollup__c lookup field. This field is added to the Account, Contact, Account Contact Relationship, and Financial Account objects. You can then use this field to create reports and dashboards that show aggregated data for each group.


NEW QUESTION # 65
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

Answer: C

Explanation:
Explanation
To speed up and simplify Referral creation in Salesforce, the Admin can use Global Action to create Referrals.
Global Actions are actions that let users create records without leaving their current page or context. By using Global Actions, the Admin can enable Hank to create Referrals from any page in Salesforce, such as Chatter, Home, or Account pages. The Admin can also customize the layout and fields of the Global Action to capture only relevant information for Referrals


NEW QUESTION # 66
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