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[General] Financial-Services-Cloud Instant Download | Financial-Services-Cloud Trustworthy

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【General】 Financial-Services-Cloud Instant Download | Financial-Services-Cloud Trustworthy

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Obtaining the Salesforce Financial Services Cloud (FSC) Accredited Professional Certification demonstrates a high level of expertise in the FSC platform, and can lead to increased career opportunities and higher salaries. It is also an indication to employers that the candidate has the skills and knowledge required to effectively manage the FSC platform, and can be trusted to implement and manage the platform in a professional and efficient manner.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q160-Q165):NEW QUESTION # 160
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 a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
  • B. Create a Referral for the Banker for an Education Savings Account
  • C. Create two Life Events, one for the birth of the child and one for the Education Savings Account.
  • D. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
  • E. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
Answer: C,E

NEW QUESTION # 161
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
  • A. Create a custom picklist on the Financial Account object totrack the Typ
  • B. Add the Financial Account List component to the Account Lightning record page.
  • C. Configure the Financial Account List components for each required category.
  • D. Configure Financial Account record types to match the required categories.
  • E. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
Answer: A,C,E
Explanation:
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches withOpportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account,Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial ServicesCloud. Banker is an object that represents a banker or an employee who works at a branch unit.
Branch Unit is an object that represents a physical location where bankers provide services to customers.
Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects.

NEW QUESTION # 162
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?
  • A. Matrix Report
  • B. Schedule
  • C. Bucketing
  • D. Joined Report
  • E. Export
Answer: C

NEW QUESTION # 163
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-Contact relationship to add Pine Cone Law Firm, 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-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
Answer: B

NEW QUESTION # 164
What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?
  • A. Tab Hidden
  • B. Default Off
  • C. Read-Only
  • D. Default On
Answer: A

NEW QUESTION # 165
......
In addition to the Salesforce Financial-Services-Cloud PDF questions, we offer desktop Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) practice exam software and web-based Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) practice test to help applicants prepare successfully for the actual Building Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) exam. These Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) practice exams simulate the actual Financial-Services-Cloud exam conditions and provide an accurate assessment of test preparation.
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