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Study Financial-Services-Cloud Group Pass Certify| Reliable Free Financial-Services-Cloud Test Questions: Salesforce Financial Services Cloud (FSC) Accredited Professional

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q67-Q72):

NEW QUESTION # 67
What must an administrator do when creating a record type?

A. Set the field-level security for the record type
B. Add the record type to the required user records
C. Assign the record type to the appropriate profiles
D. Create a new page layout for the record type

Answer: C

NEW QUESTION # 68
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

A. Lead Routing
B. Lead Approval
C. Lead Assignment Rules
D. Web to-Lead
E. Einstein Lead Scoring

Answer: A,C,E

Explanation:
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queues based on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow up on the most promising leads.

NEW QUESTION # 69
A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?

A. The portfolio manager does not have access to the Lightning page that has the ARC component added
B. The portfolio manager does not have access to the account records that he is trying to create for.
C. The portfolio manager has not been given the permissions that enable users to view and manage ARC
D. The ARC Component has not been added to the page layout

Answer: C

NEW QUESTION # 70
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

A. Configure Dynamic Lightning pages.
B. Use flows to remove the neea for complex Lightning pages.
C. Build custom Lightning pages that correspond to each stage of the business process.
D. Enable In-App Guidance to provide walk-throughs.
E. Configure Dynamic Actions for Lightning pages.

Answer: B,D,E

Explanation:
The following actions regarding functionality and features should be suggested to help guide Cumulus Insurance users through their complex business processes:
Configure Dynamic Actions for Lightning pages. Dynamic Actions are a feature that allows you to customize the actions that appear on a Lightning page based on criteria such as record type, field value,device type, or user profile. You can use Dynamic Actions to show or hide actions that are relevant or irrelevant for each stage of the business process, such as creating a case, sending an email, or generating a quote.
Enable In-App Guidance to providewalk-throughs. In-App Guidance is a feature that allows you to create prompts and guided tours that appear within the Salesforce app to help users learn new features, complete tasks, or adopt best practices. You can use In-App Guidance to provide step-by-step guidance for complex business processes, such as onboarding a customer, submitting a claim, or renewing a policy.
Use flows to remove the need for complex Lightning pages. Flows are a tool that allows you to automate business processes and guide usersor 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.
You can use flows to simplify and streamline complex business processes, such as applying for a loan, enrolling in a plan, or changing a beneficiary. Verified References: : Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]

NEW QUESTION # 71
A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?

A. Business Rules Engine
B. Custom Sharings Rules
C. Compliant Data Sharing
D. Interaction Summaries

Answer: C

Explanation:
The Financial Services Cloud capability that provides the ability to accommodate the request of sharing specific records with certain users who are not typically engaged in that account is Compliant Data Sharing.
Compliant Data Sharing is a feature that allows users to share records withother users based on criteria such as record type or field value. Users can create sharing rules for objects such as account, contact, individual, financial account role, opportunity participant role, or case team role. By using Compliant Data Sharing, the financial institution can share records with legal and compliance members who must be engaged for particular deals based on a field value that indicates the deal type.

NEW QUESTION # 72
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Will Lee Will Lee

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