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Salesforce Financial-Services-Cloud: Salesforce Financial Services Cloud (FSC) Accredited Professional certification is an industry-recognized credential that demonstrates a candidate's proficiency in working with the FSC platform. It serves as a testament to the individual's knowledge and experience with the platform, which is highly valued in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is also an excellent way for professionals to showcase their skills and differentiate themselves from their peers.
Salesforce Financial Services Cloud is a powerful tool that helps financial professionals manage their clients' financial information, including assets, liabilities, and investment portfolios. The FSC Accredited Professional Certification Exam covers topics such as configuring and customizing the Financial Services Cloud, managing client data, and creating and managing financial plans. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam also covers best practices for data security and compliance, which is essential for financial professionals who must adhere to strict regulatory requirements. By earning the FSC Accredited Professional Certification, financial professionals can demonstrate their expertise in using Salesforce's Financial Services Cloud and their commitment to delivering exceptional customer service to their clients.
The Salesforce Financial-Services-Cloud Online Practice Test EngineSureTorrent is a professional IT certification sites, the certification success rate is 100%. This number is proved by candidates through practice. Because SureTorrent has a strong IT team of experts, they are committed to study exam questions and answers, and serve the vital interests of the majority of candidates. They use their own professional mind and experience to meet the needs of the candidates. According to the needs of the candidate, they consider the issue from all angles, and manufacturing applicability exam training materials. This material is Salesforce Financial-Services-Cloud Exam Training materials, which including questions and answers. Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q36-Q41):NEW QUESTION # 36
Which of these statements is correct?
A. Lightning is not required to enable Action Plans
B. Assigning the Action Plan permission set automatically assigns an Action Plans permission set license to the user.
C. To assign the Action Plans permission set the user must have a Financial Services Cloud license.
D. To give users access to the new action plans feature, you must add the Action Plans permission set to the user.
Answer: B,D
NEW QUESTION # 37
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?
A. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
B. RBL calculations can notbe disabled when importing data into your Salesforce org.
C. When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
D. An RBL rule displays summary calculations of financial account information, such as account balances.
E. Rollups for multiple joint owners are not supported
Answer: A,C,D
Explanation:
The functionality that Rollup By Lookup (RBL) can provide for rolling up customer data at the client and group levels are as follows:
An RBL rule displays summary calculations of financial account information, such as account balances, networth, total assets, total liabilities, and so on1.
When you edit a financial account record or primary group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels1.
Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals, and Opportunities on the client and group pages1. Verified References: 1
NEW QUESTION # 38
Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?
A. Skip Non-Work Days for Action Plans
B. Skip Non-Work Days for Deadlines
C. Sync with Company Calendar
D. Skip Non-Work Days For Tasks
Answer: B
Explanation:
The setting in Action Plans that helps to avoid non working hours, company holidays, and other non working days for deadline calculation is Skip Non-Work Days for Deadlines. This is a custom setting that determines whether to exclude non work days when calculating the due date for action plan items based on the action plan item template duration. By enabling this setting, the Admin can ensure that the deadlines are realistic and achievable
NEW QUESTION # 39
What actions can a Wealth Advisor take from the Life Events card7
A. Create Lead & Referral
B. Request Record Approval
C. Create Opportunity
D. Open an Account
E. Create Case
Answer: A,B,C
Explanation:
From the Life Events card, a Wealth Advisor can take the following actions:
Create Lead & Referral: This action creates a lead record for a new prospector a referral record for an existing client based on the life event information.
Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards.
Create Opportunity: This actioncreates an opportunity record to track the potential revenue from the life event. Verified References: : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 31. : Salesforce Financial Services Cloud User Guide, page 32.
NEW QUESTION # 40
Which circumstances will prevent a system administrator from deleting a custom field?
A. The field is part of a field dependency.
B. The field is used in a report.
C. The field is used in a workflow field update.
D. The field is used in a page layout.
Answer: C
NEW QUESTION # 41
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