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Salesforce FSC Accredited Professional Certification Exam covers a range of topics related to the use of Salesforce Financial Services Cloud, including client management, financial planning, investment management, and compliance. Financial-Services-Cloud exam is designed to assess the ability of professionals to use the platform to manage client relationships, track investment portfolios, and comply with industry regulations. It is also designed to test the proficiency of professionals in using the platform to generate reports, analyze data, and provide insights to clients.
The FSC Certification Exam consists of multiple-choice questions designed to test a candidate's knowledge and understanding of various financial services concepts and Salesforce Financial Services Cloud features. Financial-Services-Cloud Exam covers topics such as financial planning, investment management, client relationship management, and regulatory compliance. To pass the exam and earn the FSC Accredited Professional Certification, candidates must demonstrate their proficiency in all these areas. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is a valuable credential for financial services professionals seeking to advance their careers and demonstrate their expertise in managing financial services on the Salesforce platform.
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Salesforce Financial Services Cloud (FSC) Accredited Professional exam is a valuable certification for anyone looking to become an expert in the FSC platform and the financial services industry. With the right training and preparation, you can pass the exam and take your career to the next level. Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q39-Q44):NEW QUESTION # 39
What is a method for adding content to Salesforce CRM content? (2 answers)
A. Documents
B. Chatter files
C. Attachments
D. Libraries
Answer: B,D
NEW QUESTION # 40
Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer.
The Advisor wants to capture that information in the
Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?
A. Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
B. Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.
C. Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
Answer: B
NEW QUESTION # 41
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?
A. Group Members Component
B. Relationship Map
C. Actionable Relationship Center
D. Family Members Component
E. Life Events Component
Answer: A,B,C
NEW QUESTION # 42
Lake Tahoe Bank is rolling out FSC and the VP of IT is concerned about the cost of the licenses. The system admin recommends using licenses for users that need only limited access to FSC features. Which FSC permission set license enables user access to a license with contractual restrictions for FSC and can be used to grand restricted access to users like Bank Tellers?
A. FSC Standard
B. FSC Extension
C. Client segmentation
D. FSC Basic
Answer: D
NEW QUESTION # 43
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
A. Residential Loan Application
B. Opportunity
C. Contact
D. Account
E. Lead
Answer: A,B,D
Explanation:
Explanation
The following records support Document Checklist Items out of the box in Financial Services Cloud:
Account: An Account is a record that represents a person or an organization that has a business relationship with your company. You can use Document Checklist Items to request and track documents from your account holders, such as identity proofs, tax forms, or contracts.
Residential Loan Application: A Residential Loan Application is a record that represents a request for a loan to purchase or refinance a residential property. You can use Document Checklist Items to request and track documents from your loan applicants, such as income statements, credit reports, or property appraisals.
Opportunity: An Opportunity is a record that represents a potential sale or deal for your products or services. You can use Document Checklist Items to request and track documents from your opportunity owners, such as proposals, quotes, or agreements. Verified References: : Salesforce Help Article 2 :
Salesforce Help Article 3 : Salesforce Help Article 4