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[Hardware] Salesforce Financial-Services-Cloud Reliable Dumps Book, Financial-Services-Clou

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【Hardware】 Salesforce Financial-Services-Cloud Reliable Dumps Book, Financial-Services-Clou

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P.S. Free 2026 Salesforce Financial-Services-Cloud dumps are available on Google Drive shared by RealExamFree: https://drive.google.com/open?id=1v8r0o-FT_DJytkhyAtui22Y2wM3AatqQ
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q88-Q93):NEW QUESTION # 88
Universal container uses a private sharing model for opportunities. The sales team wants sales engineers to be involved in specific Opportunities to help sales representatives close deals faster.
How can an administrator meet this requirement?
  • A. Add chatter groups to opportunities.
  • B. Add sales engineers to opportunity teams.
  • C. Enable chatter Feed Tracking on opportunities.
  • D. Add sales engineers to account teams.
Answer: B

NEW QUESTION # 89
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 customer for 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 an account status is changed to "Customer", send emails to the Account Owner 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 creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
Answer: B
Explanation:
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 # 90
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
  • A. Action Plans can speed up the collection of a list of documents needed for the loan application
  • B. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
  • C. Action Plans can automatically schedule the next appointment with the Advisor.
  • D. When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
  • E. Action Plans create repeatable tasks and automate the task sequences when executed
Answer: B,D,E
Explanation:
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record.
Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.

NEW QUESTION # 91
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
  • A. Lead Approval
  • B. Lead Routing
  • C. Lead Assignment Rules
  • D. Web to-Lead
  • E. Einstein Lead Scoring
Answer: B,C,E
Explanation:
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queues based on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow up on the most promising leads.

NEW QUESTION # 92
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to rollup financial data at the client and group levels? What functionality can Rollup By Lookup (RBL) provide for this requirement?
  • A. Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.
  • B. Rollups for multiple joint owners are not supported.
  • C. RBL calculations can't be disabled when importing data into your Salesforce org.
  • D. An RBL rule displays summary calculations of financial account information, such as account balances.
  • E. 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.
Answer: A,D,E

NEW QUESTION # 93
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