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Financial-Services-Cloud Prep Torrent - Salesforce Financial Services Cloud (FSC) Accredited Professional Exam Torrent & Financial-Services-Cloud Test Braindumps
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To prepare for the Salesforce FSC Accredited Professional exam, you'll need to have a solid understanding of the FSC platform and its various features. You'll also need to have experience working with financial clients and understanding their needs. Salesforce offers a variety of training courses and resources to help you prepare for the exam, including online courses, study guides, and practice exams.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q111-Q116):
NEW QUESTION # 111
For which three objects are Rollup By Lookup (RBL) summaries are available?
- A. Life Events
- B. Contacts
- C. Claims
- D. Assets and Liabilities
- E. Financial Accounts
Answer: C,D,E
NEW QUESTION # 112
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?
- A. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
- B. Use Interaction Summary Participants to provide the right access to individuals or groups.
- C. Enable Compliant Data Sharing for Interaction Summaries.
- D. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
- E. Enable Compliant Data Sharing for Interactions.
Answer: A,B,C
Explanation:
Explanation
Enable Compliant Data Sharing for Interaction Summaries, Use Interaction Summary Participants to provide the right access to individuals or groups, and Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
NEW QUESTION # 113
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?
- A. Action Plans can be used to schedule appointments with the Bankers
- B. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
- C. Action Plans require a monthly license fee per user
- D. When you work with Action Plans, you first create Action Plan Templates
- E. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
Answer: B,D,E
NEW QUESTION # 114
Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?
- A. Data Raptor Extract
- B. APEX classes
- C. Integration Procedure
- D. Streaming API
Answer: C
Explanation:
Reference: Integration Procedure | Vlocity Developer Docs
Explanation: An Integration Procedure is a feature of Vlocity that allows users to create and execute data integration tasks betweenSalesforce and external systems. An Integration Procedure can perform various operations, such as extract, transform, load, query, or update data from different sources and targets. An Integration Procedure can also invoke other Vlocity features, such as DataRaptors, OmniScripts, or Calculations.
To implement a Flex Card for weather conditions in the console, the consultant should use an Integration Procedure that can do the following steps:
Query the weather API using an HTTP action and pass the accountaddress as a parameter.
Extract the relevant fields from the weather API response, such as temperature, humidity, precipitation, etc.
Query the account field from Salesforce using a DataRaptor Extract action and pass the account ID as a parameter.
Merge the weather API fields and the account field into a single data set using a List Merge action.
Return the data set to the Flex Card using a Return action.
NEW QUESTION # 115
An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
- A. Install an Insurance Data AppExchange package.
- B. Utilize Insurance Flow Templates.
- C. Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.
- D. Create an Action Plan Template for capturing beneficiary data and payment information.
Answer: B
Explanation:
A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.
References:
[Insurance Flow Templates]
[Customize Insurance Flows]
NEW QUESTION # 116
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