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Reliable Test Salesforce Financial-Services-Cloud Test | Cert Financial-Services-Cloud Guide
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The FSC Accredited Professional exam covers a wide range of topics, including financial services industry knowledge, Salesforce Financial-Services-Cloud platform capabilities, and best practices for implementing financial services solutions on the Salesforce platform. Financial-Services-Cloud Exam consists of 60 multiple-choice questions and is timed at 90 minutes. The passing score for the exam is 68%, and individuals who pass the exam will earn the FSC Accredited Professional credential.
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Professionals who pass the Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam can enjoy a range of benefits. Firstly, they can demonstrate their expertise in using the Salesforce platform for financial services, which can help them advance in their careers. Secondly, they can gain access to a community of certified professionals and resources to help them stay up-to-date with the latest developments in the field. Finally, they can showcase their certification on their LinkedIn profile and resume to demonstrate their credibility and expertise to clients and employers.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q123-Q128):
NEW QUESTION # 123
Which two statements are true about Group Membership in Financial Services Cloud?
- A. Group Membership defines the role of the member within the Group.
- B. Group Membership is modeled using the Account-Group Relationship object.
- C. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
- D. With Group Membership settings you can define if a Group is the member's primary Group.
Answer: A,D
Explanation:
Explanation
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.
NEW QUESTION # 124
Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?
- A. The opportunity participant records are not deleted.
- B. All opportunity participant records are delete
- C. Share table records need to be manually deleted.
- D. The share table records are deleted.
Answer: A,D
Explanation:
Explanation
The following things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private:
The share table records are deleted, which means that any sharing access granted by the opportunity participants is revoked.
The opportunity participant records are not deleted, which means that they still exist on the opportunity record and can be viewed by users who have access to the opportunity.
NEW QUESTION # 125
Which three referral metrics are tracked with custom components included in Financial Services Cloud?
- A. Web to Lead Referrals
- B. My Top Referrers
- C. Referrals Assigned to me
- D. My Approved Referrals
- E. Expressed interests
Answer: B,C,E
Explanation:
Explanation
The following referral metrics are tracked with custom components included in Financial Services Cloud:
Expressed interests: This metric shows the number of referrals that have a specific expressed interest, such as a mortgage, a credit card, or a checking account. You can use this metric to understand the customer needs and interests that generate the most referrals.
My Top Referrers: This metric shows the top referrers who have created referrals for you, ranked by the number of referrals and the conversion rate. You can use this metric to identify and appreciate your best sources of business.
Referrals Assigned to me: This metric shows the number of referrals that are assigned to you and their status, such as New, In Progress, or Closed. You can use this metric to monitor and manage your referral pipeline and prioritize your follow-up actions. Verified References: : Salesforce Financial Services Cloud User Guide, page 40. : Salesforce Financial Services Cloud User Guide, page 41. : Salesforce Financial Services Cloud User Guide, page 42.
NEW QUESTION # 126
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement FSC. Their Salesforce Admin is considering whether to use a new Salesforce org for the FSC users, or upgrade the existing org. Which considerations indicate that upgrading the existing Salesforce org is the better choice?
- A. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.
- B. The bank is currently using several ISV solutions and re-implementing them would be a big effort.
- C. Data migration is a big concern. The current org has a large amount of data and the bank wants to minimize data migration efforts.
- D. The bank has limited redesign opportunities for business capabilities.
- E. The bank wants to use this project as an opportunity to retire customizations.
Answer: B,C,D
NEW QUESTION # 127
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?
- A. Use Process Builder to create a workflow to summarize data at the Person Account level.
- B. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
- C. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
- D. Create a custom obiect to track client's financial data
Answer: C
NEW QUESTION # 128
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