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[Hardware] Salesforce Financial-Services-Cloud Exam Papers - Valid Braindumps Financial-Ser

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【Hardware】 Salesforce Financial-Services-Cloud Exam Papers - Valid Braindumps Financial-Ser

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The FSC Accredited Professional exam is administered by Salesforce, the world's leading customer relationship management (CRM) software provider. Salesforce has a reputation for delivering high-quality, industry-specific solutions that help businesses of all sizes achieve their goals. The FSC platform is no exception, and the FSC Accredited Professional exam is one of the most comprehensive and respected certifications in the financial services industry.
Earning the FSC Accredited Professional Certification demonstrates your proficiency in Salesforce CRM and financial services, and it can open up a range of career opportunities for you. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is recognized by leading financial services companies worldwide, and it can help you stand out in a competitive job market. Additionally, it can also enhance your credibility as a financial services professional and help you build better relationships with your clients.
Valid Braindumps Financial-Services-Cloud Pdf, Practice Financial-Services-Cloud QuestionsSalesforce Financial-Services-Cloud Exam Questions, applicants may study for and pass their desired certification exam. You may use ExamsReviews's top Financial-Services-Cloud study resources to prepare for the Salesforce Financial Services Cloud (FSC) Accredited Professional exam. The Salesforce Financial-Services-Cloud Exam Questions offered by ExamsReviews are dependable and trustworthy sources of preparation. ExamsReviews provides valid exam questions and answers for customers, and free updates for 365 days.
Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam covers a range of topics related to FSC, including configuring and customizing FSC, managing customer relationships, managing financial products and services, and using FSC for reporting and analytics. Financial-Services-Cloud Exam is designed to assess the skills and knowledge of professionals who work with FSC on a daily basis and who are responsible for delivering financial services to clients.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q63-Q68):NEW QUESTION # 63
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. RBL calculations can notbe disabled when importing data into your Salesforce org.
  • B. An RBL rule displays summary calculations of financial account information, such as account balances.
  • 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. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
  • E. Rollups for multiple joint owners are not supported
Answer: B,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 # 64
A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?
  • A. The user must build a report using the Topics object to view Interest Tags in the report.
  • B. To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
  • C. When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
  • D. When the user defines the custom report type, Topics should be selected as the Primary Object.
Answer: B,D
Explanation:
Explanation
Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:
When the user defines the custom report type, Topics should be selected as the Primary Object. Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts, or Opportunities.
To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name. For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.
References:
Interest Tags
Build an Interest Tags Report

NEW QUESTION # 65
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?
  • A. Create two Life Events, one for the birth of the child and one for the Education Savings Account.
  • B. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
  • C. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
  • D. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
  • E. Create a Referral for the Banker for an Education Savings Account
Answer: B,D
Explanation:
The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the child and a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create a record for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referrals to create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloud that allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified Reference: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 33.

NEW QUESTION # 66
A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?
  • A. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
  • B. When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
  • C. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
  • D. When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.
Answer: B
Explanation:
To design the future state business process using FSC features, the administrator should create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to "Customer".
An action plan is a feature that allows users to create templates for common client processes, such as account opening, loan application, or financial review. An action plan template consists of action plan items that define the tasks, subtasks, and deadlines for each step of the process. By creating an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months when an account status is changed to "Customer", the administrator can automate the email reminder process and track and report on the progress in FSC

NEW QUESTION # 67
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?
  • A. Flows
  • B. Action Plans
  • C. Apex Tnggers on the task object
  • D. Workflow Rules/Process Builder
Answer: B
Explanation:
Explanation
Again, Action Plans are a feature that can help users track and manage common client processes. For a commercial loan due diligence process, users can create an Action Plan Template with tasks such as verifying income, checking credit history, appraising collateral, etc. Users can also assign different task owners and deadlines for each task to distribute the work and monitor the progress. Users can also use dashboards and reports to view the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.

NEW QUESTION # 68
......
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