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Salesforce Financial-Services-Cloud Exam | New Financial-Servic

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    Salesforce Financial-Services-Cloud (FSC) Accredited Professional Exam is ideal for individuals who work in the financial sector and want to enhance their skills and knowledge in the field of financial services. This includes financial advisors, insurance agents, wealth managers, and other professionals who work in the financial sector. Acquiring this certification not only showcases the candidate's expertise in the Financial Services Cloud but also helps them stand out in a competitive job market.

    Salesforce Financial-Services-Cloud Accredited Professional Exam consists of 60 multiple-choice questions, which must be answered within 105 minutes. Financial-Services-Cloud exam covers a range of topics, including the use of the Salesforce platform in financial services, customer relationship management, financial services product management, and regulatory compliance.

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    Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q27-Q32):

    NEW QUESTION # 27
    What type of customization can be done on Activities? (Tasks and Events) (3 answers)

    • A. Workflow Rules
    • B. Assignment Rules
    • C. Validation Rules
    • D. Custom Fields
    • E. Field Tracking

    Answer: C,D,E


    NEW QUESTION # 28
    Which object would you use to model the relationship between business contact and the client on the relationship group?

    • A. Contact Contact Relationship and Reciprocal Role
    • B. Account Contact Relationship
    • C. Account Account Relationship
    • D. Reciprocal Role

    Answer: A


    NEW QUESTION # 29
    Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer. The Advisor wants to capture that information in the Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?

    • A. Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
    • B. Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.
    • C. Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.

    Answer: C


    NEW QUESTION # 30
    Which of these statements are true for Rollups in Financial Services Cloud

    • A. All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level
    • B. Activities can not be rolled up on the activity timeline at group/household level.
    • C. Rollups are done at both the client and group levels
    • D. Choice 4

    Answer: A


    NEW QUESTION # 31
    What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

    • A. Intelligent Need-Based Referrals and Scoring
    • B. Referral Approval Processes
    • C. Referral Routing Rules
    • D. Einstein Referral Scoring for Financial Services Cloud

    Answer: A


    NEW QUESTION # 32
    ......

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