VCE Financial-Services-Cloud Dumps | Financial-Services-Cloud Vce Test Simulator

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If you're looking to become a certified Salesforce FSC professional, then you'll need to take the Salesforce Financial Services Cloud (FSC) Accredited Professional exam. Financial-Services-Cloud exam is designed to test your knowledge of the FSC platform, as well as your ability to use it effectively to meet the needs of your clients. Financial-Services-Cloud Exam covers a wide range of topics, including customer data management, financial planning, and client engagement.

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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is a specialized exam designed for professionals who aim to validate their expertise in managing financial services on the Salesforce platform. The FSC Certification Exam is a comprehensive test that assesses a candidate's knowledge and skills in various financial services areas, including investments, banking, insurance, and wealth management. This credential is essential for individuals seeking to demonstrate their proficiency in using Salesforce Financial Services Cloud to deliver personalized financial advice and services to their clients.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q101-Q106):

NEW QUESTION # 101
What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

A. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
B. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
C. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
D. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component

Answer: C

Explanation:
To create a new Business Milestone Type, you need to add a new picklist value on the Milestone Type field of the Business Milestone object. This field is used to categorize the different types of business milestones that can be tracked for a client. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 57.

NEW QUESTION # 102
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

A. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
B. When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record.
C. Action Plans can speed up the collection of a list of documents needed for the loan application
D. Action Plans create repeatable tasks and automate the task sequences when executed
E. Action Plans can automatically schedule the next appointment with the Advisor.

Answer: A,B,D

NEW QUESTION # 103
A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract dat a. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view and renew policies
How should the consultant design the FlexCards to meet these requirements?

A. Parent FlexCard with multiple Q**jld Flex Cards and Card Actions
B. Parent FlexCard with multiple Cnrraren and different Card States
C. Parent FlexCard with single Child and Card Actions
D. Parent FlexCard with single Child and multiple Card States

Answer: A

Explanation:
The consultant should design the FlexCards as follows to meet the requirements:
Parent FlexCard with multiple Child Flex Cards and Card Actions. A Parent FlexCard is a construct in Financial Services Cloud that allows you to display information from one record in a card-like format on a Lightning page. A Child FlexCard is a construct in Financial Services Cloud that allows you to display information from related records in a card-like format within a Parent FlexCard. A Card Action is a construct in Financial Services Cloud that allows you to perform actions on a record from within a FlexCard, such as edit, delete, renew, or view details. You can use Parent FlexCards, Child FlexCards, and Card Actions to create an agent console that provides a 360-degree view of your customers and enables quick actions on their records. Verified Reference: : Salesforce Help Article [6] : Salesforce Help Article [7] : Salesforce Help Article [8]

NEW QUESTION # 104
What 3 options does the FSC application offer to view and update Account-Account, Account-Contact and Contact-Contact Relationships?

A. Actionable Relationship Center
B. Relationship Map
C. Life Events Component
D. Group Members Component
E. Family Members Component

Answer: A,B,D

NEW QUESTION # 105
Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?

A. Use a third party from AppExchange add-on to implement currency conversions.
B. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
C. Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
D. Set the default currency for head office and have the regions download their reports to Excel and convert them manually.

Answer: B

NEW QUESTION # 106
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