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Financial-Services-Cloud New Test Materials | Financial-Services-Cloud Verified Answers

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Salesforce FSC Accredited Professional certification is ideal for professionals who work in the financial services industry, including wealth managers, financial advisors, and insurance agents. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is specifically designed to help financial professionals better serve their clients by providing them with the tools and resources they need to manage their finances more effectively. By earning this certification, professionals can demonstrate their expertise in using the Salesforce Financial Services Cloud platform to deliver exceptional customer service and drive business success.

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Financial-Services-Cloud Verified Answers | Financial-Services-Cloud Latest Exam Questions

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The FSC Accredited Professional Exam covers a wide range of topics related to Salesforce Financial Services Cloud, including client management, financial planning, data modeling, security and compliance, and integration with third-party systems. Passing the exam demonstrates that a candidate has a deep understanding of how to leverage Salesforce Financial Services Cloud to drive business growth and meet the unique needs of financial services clients. Salesforce Financial Services Cloud (FSC) Accredited Professional certification also provides a competitive advantage in the job market and can lead to new career opportunities in the financial services industry.

Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who want to validate their skills in the financial services industry with Salesforce. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is ideal for individuals who work in banks, insurance companies, wealth management firms, and other financial services organizations that use Salesforce as their primary CRM system.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q141-Q146):

NEW QUESTION # 141
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

A. When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record.
B. Action Plans create repeatable tasks and automate the task sequences when executed
C. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
D. Action Plans can speed up the collection of a list of documents needed for the loan application
E. Action Plans can automatically schedule the next appointment with the Advisor.

Answer: A,B,C

Explanation:
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 # 142
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. Web to-Lead
C. Einstein Lead Scoring
D. Lead Routing
E. Lead Assignment Rules

Answer: C,D,E

Explanation:
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 # 143
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?

A. Joined Report
B. Bucketing
C. Matrix Report
D. Export
E. Schedule

Answer: B

NEW QUESTION # 144
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

A. Reciprocal Role
B. Account-Account Relationship
C. Contact-Contact Relationship and the Reciprocal Rote
D. Account-Contact Relationship and the Reciprocal Role

Answer: D

NEW QUESTION # 145
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A. Create custom components to provide a single view of the client.
B. Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
C. Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
D. Link individuals using related contacts to link duplicate client records
E. Create a custom Person Account hierarchy to link duplicate client records.

Answer: C

Explanation:
A Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use Relationship Groups to link duplicate client records and create a consolidated view of their financial data, activities, and interactions. You can also use Relationship Groups to sync data between Salesforce and the source system using external IDs and integration tools. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 67.

NEW QUESTION # 146
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