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[General] Financial-Services-Cloud Online Lab Simulation & Financial-Services-Cloud On

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【General】 Financial-Services-Cloud Online Lab Simulation & Financial-Services-Cloud On

Posted at yesterday 09:25      View:7 | Replies:1        Print      Only Author   [Copy Link] 1#
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Earning the Salesforce FSC Accredited Professional certification can be a game-changer for professionals in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification demonstrates a deep understanding of the Salesforce Financial Services Cloud platform and its application in real-world scenarios. By earning this certification, professionals can differentiate themselves from their peers, enhance their career prospects, and demonstrate their commitment to delivering exceptional customer service and driving business success.
Salesforce Financial Services Cloud is a powerful and comprehensive platform that empowers financial service providers to streamline their operations, increase customer engagement, and boost revenue. The FSC platform provides a range of tools and features that help financial service providers manage their customer data, track their sales and marketing activities, and monitor their business performance. By becoming certified in Salesforce FSC, professionals can demonstrate their expertise and proficiency in using this platform to deliver value to their clients and their organizations.
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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.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q24-Q29):NEW QUESTION # 24
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 Deadlines
  • B. Skip Non-Work Days For Tasks
  • C. Skip Non-Work Days for Action Plans
  • D. Sync with Company Calendar
Answer: C

NEW QUESTION # 25
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?
  • A. Use the Action Plan item feature to add an additional task to a published Action Plan.
  • B. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
  • C. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
  • D. Create an independent Task not related to original Action Plan
Answer: A
Explanation:
To modify a published Action Plan to support an additional task, Jen should use the Action Plan item feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified Reference: : Salesforce Help Article 1

NEW QUESTION # 26
An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
  • A. Interaction Participant
  • B. Interaction Summary Participant
  • C. Opportunity Participant
  • D. Participant Role
  • E. Financial Deal Participant
Answer: B,D,E

NEW QUESTION # 27
When using sharing rules, what can records be shared with? (2 answers)
  • A. Queues
  • B. Public Groups
  • C. Roles and subordinates
  • D. Profiles
Answer: B,C

NEW QUESTION # 28
A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. It is Tuesday and it is now 5.01 PM.
Which behavior of the application should the user expect?
  • A. The user will be able to continue working, but will be unable to start any new sessions
  • B. The user will be logged out and any unsaved work-in-progress will be saved
  • C. The user will be logged out and any unsaved work-in-progress will be lost
  • D. The user will be able to continue working and start new sessions
Answer: A

NEW QUESTION # 29
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Posted at 17 min. before        Only Author  2#
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