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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Exam is designed for professionals who want to demonstrate their expertise in using Salesforce's Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is ideal for professionals who want to work in the financial services industry and want to demonstrate their knowledge of Salesforce's specialized tools and features in this domain.
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To become proficient in Salesforce FSC, individuals can take the Salesforce Financial Services Cloud (FSC) Accredited Professional Exam. Financial-Services-Cloud Exam Tests the candidate's knowledge and skills in using the FSC platform to help financial advisors manage their clients' finances effectively. Passing Financial-Services-Cloud exam is a requirement for individuals who want to earn the Salesforce FSC Accredited Professional certification.
Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is an excellent opportunity for professionals who wish to specialize in the financial services industry and gain a competitive edge in their careers. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is designed to validate a candidate’s skills and knowledge in implementing and managing Salesforce Financial Services Cloud, making it a must-have credential for anyone working in the financial services sector.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q165-Q170):
NEW QUESTION # 165
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?
- A. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
- B. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
- C. Create an independent Task not related to original Action Plan
- D. Use the Action Plan item feature to add an additional task to a published Action Plan.
Answer: D
Explanation:
To modify a published Action Plan to support an additional task, Jen should use the Action Plan item feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified Reference: : Salesforce Help Article 1
NEW QUESTION # 166
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
- A. Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
- B. To use a Flow, a user must have access to the underlying object and its field
- C. To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission set assigned to the user.
- D. To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
Answer: A,B,C
NEW QUESTION # 167
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
- A. Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
- B. To use a Flow, a user must have access to the underlying object and its field
- C. To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission set assigned to the user.
- D. To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
Answer: C
NEW QUESTION # 168
For which three objects are Rollup By Lookup (RBL) summaries are available?
- A. Financial Accounts
- B. Claims
- C. Contacts
- D. Assets and Liabilities
- E. Life Events
Answer: A,C,D
Explanation:
Rollup By Lookup (RBL) summaries are available for the following objects:
Financial Accounts, which are records that represent financial products or services that a client owns or uses1.
Assets and Liabilities, which are records that represent the value of what a client owns or owes1.
Contacts, which are records that represent individuals who are associated with an account3.
NEW QUESTION # 169
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?
- A. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
- B. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
- C. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the household level.
- D. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.
- E. Enable the 'Enable Rollup Summary' in custom settings
Answer: B,D
Explanation:
Explanation
Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases. You can use RBL to roll up financial data to all joint owners' primary households by doing the following:
Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.
Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account Role field on the Account Contact Relationship object. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 75.
NEW QUESTION # 170
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