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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is an excellent opportunity for financial services professionals to demonstrate their knowledge and skills in using the Salesforce Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is recognized globally and can help candidates advance their careers in the financial services industry. With its comprehensive coverage of all aspects of the platform, this certification exam is an essential tool for anyone looking to improve their skills in managing their clients' finances.
To become proficient in Salesforce FSC, individuals can take the Salesforce Financial Services Cloud (FSC) Accredited Professional Exam. Financial-Services-Cloud Exam Tests the candidate's knowledge and skills in using the FSC platform to help financial advisors manage their clients' finances effectively. Passing Financial-Services-Cloud exam is a requirement for individuals who want to earn the Salesforce FSC Accredited Professional certification.
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How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?
A. The user can customize the order of life events to be set in chronological order
B. The Admin can change the color of important life events to red.
C. The user can change the color of important life events to red.
D. The Admin can customize the order of life events to be set in chronological order.
Answer: B
Explanation:
Explanation
The Admin can change the color of important life events to red by using custom CSS in a Lightning App Builder theme layout component. This way, the agents can quickly scan the Life Events component and find the information they need without much effort. The color red can draw attention and indicate urgency or importance for certain life events.
NEW QUESTION # 37
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?
A. Coordinate multiple flows and assign them to multiple teams or individuals.
B. Perform an operation for more records than schedule-triggered flows allow
C. Collect input from internal users with a form placed on a Lightning page cKlaunched by a button.
D. Suggest offers and actions to users that are tailored to meet an organization's unique business criteria.
Answer: C
Explanation:
Explanation
A suitable use case for Flow Builder is to collect input from internal users with a form placed on a Lightning page or launched by a button. Flow Builder is a tool that allows users to automate business processes by building flows that guide users through screens, execute logic, manipulate data, and interact with Salesforce and external systems. By using Flow Builder, the system administrator can create a flow that collects input from internal users with a form and performs actions based on the input.
NEW QUESTION # 38
Which three referral metrics are tracked with custom components included in Financial Services Cloud?
A. Web to Lead Referrals
B. Expressed interests
C. My Approved Referrals
D. My Top Referrers
E. Referrals Assigned to me
Answer: B,D,E
NEW QUESTION # 39
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?
A. Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
B. Implement Financial Service Cloud in a Trial org and convert the Trial org toproduction org.
C. Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact
D. Implement Financial Service Cloud in the existing org (Brow Field).
Answer: A
Explanation:
The recommended approachfor implementing Financial Services Cloud at Lake Tahoe Bank is to implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in the new org. This approach allows Lake Tahoe Bank to leverage the best practices and features of Financial Services Cloud without being constrained by their existing customizations and data model. It also minimizes the impact on users during implementation, as they can continue to use their current system until the new org is ready to go live.A green field implementation requires careful planning, data migration, and change management, but it can result in a more efficient and customer-centric solution. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 8.
NEW QUESTION # 40
Which information can you find under the Relationships Tab? - (Check the 3 that apply)
A. Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.
B. Primary household Information, including the members of the household and how the household is related to other groups.
C. Related accounts - accounts not directly included in the primary household.
D. Related contacts that play a role in the financial world of the client (i.e a family lawyer)
Answer: B,C,D
NEW QUESTION # 41
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