EXCELLENT FINANCIAL-SERVICES-CLOUD EXAM QUESTIONS MAKE UP PERFECT STUDY BRAIN DUMPS - PREP4PASS

Excellent Financial-Services-Cloud Exam Questions make up perfect Study Brain Dumps - Prep4pass

Excellent Financial-Services-Cloud Exam Questions make up perfect Study Brain Dumps - Prep4pass

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Our Financial-Services-Cloud valid study guide is edited by out IT professional experts and focus on providing you with the most updated study material for all of you. You will pass your Financial-Services-Cloud actual test in your first attempt. With the help of Salesforce Financial-Services-Cloud Current Exam Content, you will be more confident and positive to face your coming test. After you get your Financial-Services-Cloud certification, you will be getting close to your dream.

Whatever your professional, working towards a Salesforce Financial Services Cloud (FSC) Accredited Professional Financial-Services-Cloud certification or designation takes a significant amount of effort and time. Once you have put all your effort, and investment and prepared well then you will be in a position to pass the Salesforce Financial Services Cloud (FSC) Accredited Professional Financial-Services-Cloud Certification Exam. But once you get success in the Salesforce Financial Services Cloud (FSC) Accredited Professional Financial-Services-Cloud test you’ll be eligible to avail all the personal and professional benefits associated with Salesforce Financial Services Cloud (FSC) Accredited Professional Financial-Services-Cloud certification.

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Salesforce Financial Services Cloud is a powerful platform that allows financial services firms to build stronger relationships with their clients. It helps companies manage their clients' wealth and provide personalized advice, all while ensuring compliance with industry regulations. The FSC platform is built on the Salesforce platform, which provides a robust set of tools and services that enable financial services firms to streamline their operations, increase efficiency, and reduce costs.

Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who specialize in providing financial services to clients using the Salesforce platform. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is ideal for individuals who have experience in the financial services industry and want to expand their skillset to include Salesforce. The Salesforce FSC Accredited Professional Certification Exam is an excellent way for professionals to demonstrate their expertise and gain credibility as a financial services professional.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q53-Q58):

NEW QUESTION # 53
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 or group level.
What should the administrator configure to meet the requirement?

  • A. Client-level records are aggregated by setting up client-level rollups to all primary group members.
  • B. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
  • C. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
  • D. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field

Answer: D

Explanation:
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 corresponding records 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 # 54
Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

  • A. Sync with Company Calendar
  • B. Skip Non-Work Days for Action Plans
  • C. Skip Non-Work Days for Deadlines
  • D. Skip Non-Work Days For Tasks

Answer: B


NEW QUESTION # 55
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

  • A. The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
  • B. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
  • C. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
  • D. The Salesforce Admin can manage sensitive Life Events using Permission Sets.

Answer: B

Explanation:
The Salesforce Admin can hide sensitive Life Events on the Life Events component on the Lightning Page using the Properties pane. The Life Events component is a Lightning component that displays a timeline of life events and business milestones for a client or a group. The Admin can use the Properties pane to customize the component and select which event types to show or hide on the timeline.


NEW QUESTION # 56
A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

  • A. Update the Role picklist on the Account-Account Relationship object with new value.
  • B. Create a new Contact Reciprocal Role for the required value.
  • C. Update the Role picklist on the Account-(?ontact Relationship object with new value.
  • D. Create a new Account Reciprocal Role for the required value.

Answer: A

Explanation:
To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field onthe Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships
> Role and add or remove values according to your business needs. Verified References: : Salesforce Help Article [10] : Salesforce Help Article [11]


NEW QUESTION # 57
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

  • A. Assuming there are no other issues, what should happen when the administrator uploads the import file?
    The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
  • B. An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
  • C. Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
  • D. Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.

Answer: A

Explanation:
In an existing Financial Services Cloud org using the individual account model, custom objects are used to represent other assets, liabilities, and goals. These objects are related to the Account object via lookup relationships. For example:
The Other Asset object is used to represent non-financial assets owned by an account holder, such as real estate properties, vehicles, or jewelry.
The Other Liability object is used to represent non-financial liabilities owed by an account holder, such as mortgages, loans, or taxes.
The Financial Goal object is used to represent financial objectives pursued by an account holder, such as retirement planning, education funding, or debt reduction. Verified Reference: : Salesforce Help Article [10] : Salesforce Help Article [11] : Salesforce Help Article [12]


NEW QUESTION # 58
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