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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?

 
 
 
 

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

 
 
 
 

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?

 
 
 
 

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

 
 
 
 

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

 
 
 
 
 

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?

 
 
 
 

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?

 
 
 

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?

 
 
 
 
 

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

 
 
 
 

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?

 
 
 
 

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?

 
 
 
 
 

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?

 
 
 
 

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

 
 
 
 

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?

 
 
 
 

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?

 
 
 
 

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)

 
 
 
 

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?

 
 
 
 

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)

 
 
 
 

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?

 
 
 
 

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

 
 
 
 

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?

 
 
 
 

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?

 
 
 
 
 

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?

 
 
 
 


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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Post date: 2023-12-30 15:04:51
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