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[General] Financial-Services-Cloud Downloadable PDF & Latest Financial-Services-Cloud

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【General】 Financial-Services-Cloud Downloadable PDF & Latest Financial-Services-Cloud

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Salesforce Financial Services Cloud (FSC) Accredited Professional exam is a valuable certification for anyone looking to become an expert in the FSC platform and the financial services industry. With the right training and preparation, you can pass the exam and take your career to the next level.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q153-Q158):NEW QUESTION # 153
Lake Tahoe Bank SF admin is planning to migrate date into the new FSC org. The admin can control whether Rollup by Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the admin wants to disable rollups to speed up data loading. Where in SF would the admin disabled rollups to accelerated loads? (1 correct answer)
  • A. App Manager
  • B. Object Settings
  • C. Custom Settings
  • D. Company Settings
Answer: C

NEW QUESTION # 154
Which two statements are true for a Group in Financial Services Cloud?
  • A. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
  • B. Financial Services Cloud includes a group record type for businesses
  • C. A group is a type of account record that people and businesses can be related to through the account contact relationship object.
  • D. Financial Services Cloud includes a group record type for households
Answer: C,D
Explanation:
The following statements are true for a Group in Financial Services Cloud:
Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.
A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.

NEW QUESTION # 155
What Actions can you take from Life Event card? Select all that apply!
  • A. Request Record Approval
  • B. Create Opportunity
  • C. Create Lead and Referral
  • D. Create Case
Answer: B,C,D

NEW QUESTION # 156
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
  • A. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
  • B. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
    /Write'.
  • C. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
  • D. Grant users access to the Financial Account object with permission set
Answer: C,D
Explanation:
To ensure that all users see Person Accounts, but only specific users can view Financial Accounts, the Admin should take the following steps:
Grant users access to the Financial Account object with permission set, which isa collection of settings and permissions that give users access to various tools and functions. The Admin can use permission sets to grant access to the Financial Account object and its fields to specific users or groups of users1.
Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts' object to Private', which is a setting that determines the baseline level of access that users have to records they do not own or share. By setting the OWD sharing on the 'Financial Accounts' object to Private', the Admin can ensure that only the record owners and usersabove them in the role hierarchy can view the Financial Accounts. Verified References: 1

NEW QUESTION # 157
What actions can a Wealth Advisor take from the Life Events card7
  • A. Open an Account
  • B. Create Opportunity
  • C. Request Record Approval
  • D. Create Lead & Referral
  • E. Create Case
Answer: B,C,D
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 # 158
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