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[General] Free PDF Salesforce - Perfect Reliable Financial-Services-Cloud Test Objectives

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【General】 Free PDF Salesforce - Perfect Reliable Financial-Services-Cloud Test Objectives

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Salesforce Financial Services Cloud is a popular cloud-based platform that helps financial institutions and wealth management firms streamline their operations and enhance customer engagement. This platform enables companies to provide personalized financial advice and services to their clients, allowing them to build stronger relationships and improve customer satisfaction. The FSC Certification Exam is designed to ensure that professionals who use this platform have the necessary skills and knowledge to provide the best possible service to their clients.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q133-Q138):NEW QUESTION # 133
What benefits do Flows for Financial Services Cloud offer to support customer onboarding?
  • A. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
  • B. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
  • C. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
  • D. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
  • E. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
Answer: E

NEW QUESTION # 134
Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?
  • A. Salesforce FSC only allows 1,024 public groups.
  • B. The administrator can define up to 300 total sharing rules for each object.
  • C. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
  • D. Franchise users can have multiple roles in the hierarchy.
Answer: B
Explanation:
Explanation
The architect at Cumulus Insurance should be aware of the limitation that the administrator can define up to
300 total sharing rules for each object when using the Role Hierarchy and sharing rules to implement the franchise business model. Sharing rules are a way of granting additional access to records based on criteria, such as record owner, role, or field values. The Role Hierarchy is a way of organizing users into a hierarchy that reflects the reporting structure of the company. The Role Hierarchy and sharing rules can be used together to control the access and visibility of records for different users in Financial Services Cloud. However, there is a limit of 300 sharing rules per object, which means that the administrator may need to use other methods, such as public groups or manual sharing, to grant access to records beyond this limit.
References:
[Sharing Rules]
[Role Hierarchy]
[Sharing Rule Limits]

NEW QUESTION # 135
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 Trial org and convert the Trial org toproduction org.
  • B. Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact
  • C. Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
  • D. Implement Financial Service Cloud in the existing org (Brow Field).
Answer: C
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 # 136
What actions can a Wealth Advisor take from the Life Events card7
  • A. Create Lead & Referral
  • B. Create Opportunity
  • C. Open an Account
  • D. Create Case
  • E. Request Record Approval
Answer: A,B,E
Explanation:
From the Life Events card, a Wealth Advisor can take the following actions:
Create Lead & Referral: This action creates a lead record for a new prospect or a referral record for an existing client based on the life event information.
Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards.
Create Opportunity: This action creates an opportunity record to track the potential revenue from the life event. Verified Reference: : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 31. : Salesforce Financial Services Cloud User Guide, page 32.

NEW QUESTION # 137
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?
  • A. Queues
  • B. Role
  • C. Account Team
  • D. Specific User
  • E. Action Plan Creator
Answer: A,B,C

NEW QUESTION # 138
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