Financial-Services-Cloud Practice Test Engine & Reliable Financial-Services-Cloud Test Answers

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Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who want to demonstrate their expertise in the Salesforce FSC platform. The FSC platform is a comprehensive solution for financial advisors, wealth managers, and insurance providers to manage their client relationships, investments, and policies. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is intended for those who have experience in financial services and want to expand their knowledge and skills in using Salesforce FSC to better serve their clients.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q167-Q172):

NEW QUESTION # 167
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

A. Actionable Relationship Center
B. Flows
C. Aclion Plans
D. Financial Goals

Answer: B

Explanation:
Explanation
The Salesforce feature that should be used for the digital onboarding process is Flows. Flows are a tool that can automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. Flows can also integrate with existing data and prefill fields with information that the bank already has on file, reducing the need to ask the customer for redundant information. Flows can be embedded in Lightning pages, Experience Cloud sites, mobile apps, or websites to provide a seamless and engaging digital onboarding experience. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2

NEW QUESTION # 168
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

A. Create custom fields on the Person Account object.
B. Configure Individual Record Type Mapper" custom metadata.
C. Enable "Use Person Account" custom setting.
D. Create a record type on the Contact object.

Answer: B

Explanation:
To set up the new record types for Person Accounts, the administrator should configure Individual Record Type Mapper custom metadata. The Individual Record Type Mapper is a custom metadata type in Financial Services Cloud that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. The Individual Record Type Mapper maps Person Account record types to Individual record types, so that when a new Individual record is created from an email or calendar event, it automatically creates a corresponding Person Account record with the same record type. To configure Individual Record Type Mapper custom metadata, you need to go to Setup > Custom Metadata Types > Individual Record Type Mapper > Manage Records and create a new record for each Person Account record type and its matching Individual record type. Verified Reference: : Salesforce Help Article [8] : Salesforce Help Article [9]

NEW QUESTION # 169
Which 2 considerations should a SF Admin review before enabling Person Account?

A. AppExchange packages will not work if PA are enabled
B. PA can be enabled and disabled only by contacting SF Support
C. Lightning Flow for FSC is not available for the individual object model
D. PA cannot be disabled once they were enabled

Answer: C,D

NEW QUESTION # 170
One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A. Bankers with Branches with Opportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
B. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
C. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
D. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.

Answer: A,C

Explanation:
Explanation
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account, Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial Services Cloud. Banker is an object that represents a banker or an employee who works at a branch unit.
Branch Unit is an object that represents a physical location where bankers provide services to customers.
Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects

NEW QUESTION # 171
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual client review process. What steps should the Admin take to make that change?

A. Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.
B. Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.
C. Edit the published Action Plan Template directly.

Answer: B

Explanation:
To update an existing, published Action Plan Template, the Admin should clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template. This is because published Action Plan Templates cannot be edited directly or set to inactive4. Cloning an Action Plan Template creates a copy of it with a new name and ID, which can then be modified and published4. Verified Reference: 4

NEW QUESTION # 172
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Financial-Services-Cloud Practice Test Engine & Reliable Financial-Services-Cloud Test Answers

Reliable Financial-Services-Cloud Test Answers - Test Financial-Services-Cloud Simulator Free

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q167-Q172):

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