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Financial-Services-Cloud Dumps PDF 2023 Program Your Preparation EXAM SUCCESS [Q49-Q71]

Financial-Services-Cloud Dumps PDF 2023 Program Your Preparation EXAM SUCCESS

Get Perfect Results with Premium Financial-Services-Cloud Dumps Updated 172 Questions

The FSC Accredited Professional exam is an important tool for financial professionals who use the Salesforce Financial-Services-Cloud platform. Financial-Services-Cloud exam tests a candidate's knowledge of the platform and covers a wide range of topics related to financial planning and client management. Earning the FSC Accredited Professional certification can be a valuable asset for financial advisors and other professionals in the finance industry, helping them demonstrate their expertise and stand out in a competitive job market.

NEW QUESTION 49
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?

Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.

Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.

In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.

In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in ” Shanghai, China, will be doing so in Chinese.

NEW QUESTION 50
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.

Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field

In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component

NEW QUESTION 51
A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution’s concern?

Integrate the Consent object with their Consent Platform to track it in Salesforce.

Hide the client’s contact information and add an approval process for allowing a user to access it to contact the client.

Implement Consent Management for Financial Services Cloud.

Enable and implement the iate Regulation checkbox on the client record to track their request.

NEW QUESTION 52
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

Add a custom Rollup By Lookup (RBL) rule.

Financial Goals can not be summarized at the household level.

Create a formula field and add it to the Account page layout

Update the selection in “Activities & Objects to Roll Up’ to indude Financial Goals

NEW QUESTION 53
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

NEW QUESTION 54
The marketing team wants to send an email to each lead received from its website. The country of the incoming lead should determine the language of the email that will be sent to the lead.
How can the system administrator automate this process?

Create an email template for each language and an assignment rule to send appropriate template

Create an email template for each language and an auto response rule to send appropriate template

Create an email template for each language and a workflow alert to send appropriate template

Create a single email template and use the translation workbench to translate and send the appropriate template

NEW QUESTION 55
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?

The Person Account Record Type on the Account Object

The Person Account Record Type on the Contact Object

The Person Account Object

NEW QUESTION 56
A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer a high level of customization to boost user productivity?

Create a new type of person account so trust group details roll down to the beneficiaries level.

Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.

Assign the Custom Field Set to the Financial Summary component.

Create and assign the Cuslhm Field Set permission set to all users.

Assign the Custom Field Set To a Lightning component.

NEW QUESTION 57
Universal Containers needs to synchronize data between sales force and an external financial system.
How can a system administrator accomplish this?

Use an external ID field to match records between systems

Use the excel connector to export records from both systems

Use the data loader to match records between the systems

Use the data loader to upsert Salesforce records into the financial system

NEW QUESTION 58
During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokers should never have access to other brokers’ data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?

The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.

Brokers should be modeled as Contact and the Broker company should be modeled as Account, even if they’re a legal entity ‘-‘ individually.

Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.

The Broker Assistant should be modeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers.

NEW QUESTION 59
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

Create a Life Event for the birth of the child and a Referral for the Education Savings Account

Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child’s Person Account.

Create a Referral for the Banker for an Education Savings Account

Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account

Create two Life Events, one for the birth of the child and one for the Education Savings Account.

NEW QUESTION 60
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?

Financial Services Cloud Standard

Client Segmentation

Financial Service Cloud Basic

Financial Service Cloud Extension

NEW QUESTION 61
Which step is required to give a group of users access to a Financial Deal?

Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

Update Industries Settings to give users access to the Financial Dew object.

NEW QUESTION 62
A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

Create a new Contact Reciprocal Role for the required value.

Update the Role picklist on the Account-Account Relationship object with new value.

Create a new Account Reciprocal Role for the required value.

Update the Role picklist on the Account-(?ontact Relationship object with new value.

NEW QUESTION 63
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?

Run a nightly process to create tasks and assign them to account owners for follow-ups

Train account owners to create required tasks periodically and set due dates for tracking.

Use Lightning Scheduler to periodically schedule tasks for account owners.

Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.

NEW QUESTION 64
The sales team at universal containers wants an easy solution to gather customer requirements and share presentations with their customers.
What should an administrator do to help the sales team achieve this? (2 answers)

Use chatter files to share presentations.

Create opportunity teams for customers.

Add customers to libraries.

Add customers to private Chatter groups

NEW QUESTION 65
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

Create an after-save trigger to generate reminder tasks.

Utilize Chatter notifications for reminders.

Utilize Action Plan and Action INan Template.

Utilize Financial Services Clouc flag Templates to flag missing items.

NEW QUESTION 66
A time dependent action is placed in the work flow queue when the record is created.
When will the action be removed from the queue? (2 answers)

When the record no longer matches he rule criteria.

When the action is deleted from the workflow queue.

When a validation rule is triggered for the record

When another record triggers the same workflow rule

NEW QUESTION 67
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

Create an Account sharing rule based on record owner.

Create Account sharing rules based on criteria.

Create a Financial Account sharing rule based on record owner.

Create a Financial Account sharing rule based on criteri

NEW QUESTION 68
What should an administrator consider when configuring workflow rules? (2 answers)

Rules can be evaluated when records are created or edited

Rules must be deactivated before using an import wizard

All existing records are evaluated when a new rule is activated

Rule actions can take place immediately or on a specific date

NEW QUESTION 69
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?

For each user, the user currency must correspond to the default currency for the user’s locale

The Salesforce Admin can enable or disable multiple currencies if needed

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.

When multicurrency is enabled in FSC. advanced currency management is also available

NEW QUESTION 70
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

When you work with Action Plans, you first create Action Plan Templates

Action Plans require a monthly license fee per user

Action Plans can be used to schedule appointments with the Bankers

Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance

Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

NEW QUESTION 71
The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud org. The Admin can control whether Rollup By Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the Admin wants to disable rollups to speed up data loading. Where in Salesforce would the Admin temporarily disable rollups to accelerate uploads?

Object Settings

Company Settings

App Manager

Custom Settings

The FSC Accredited Professional exam is administered by Salesforce, the world's leading customer relationship management (CRM) software provider. Salesforce has a reputation for delivering high-quality, industry-specific solutions that help businesses of all sizes achieve their goals. The FSC platform is no exception, and the FSC Accredited Professional exam is one of the most comprehensive and respected certifications in the financial services industry.

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