Salesforce Financial-Services-Cloud Exam Questions Answers

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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam Financial-Services-Cloud Questions and Answers

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Total Questions: 170

Questions & Answers PDF

• Question 1

  

  A consultant is configuring a demo for a customer but cannot create new residential loan application records. What is prohibiting the consultant from creating a new residential loan application?

  • The Residential Loan Application flow was not enabled in the setup.
  • The administrator did not enable "Allow Mortgage Access" in Setup.
  • The user does not have "Mortgage User" checked in their user record.
  • The administrator did not assign the Mortgage permission set to the user.

  Reveal Answer Answer: D Next Question

• Question 2

  

  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?

  • Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
  • Implement Financial Service Cloud in a Trial org and convert the Trial org to production org.
  • Implement Financial Service Cloud in the existing org (Brow Field).
  • Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact

  Reveal Answer Answer: A Next Question

• Question 3

  

  Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

  • Sync with Company Calendar
  • Skip Non-Work Days for Deadlines
  • Skip Non-Work Days For Tasks
  • Skip Non-Work Days for Action Plans

  Reveal Answer Answer: B Next Question

• Question 4

  

  Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?

  • Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
  • Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
  • Create a custom obiect to track client's financial data
  • Use Process Builder to create a workflow to summarize data at the Person Account level.

  Reveal Answer Answer: B Next Question

• Question 5

  

  The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm’s annual client review process. What steps should the Admin take to make that change?

  • Edit the published Action Plan Template directly.
  • Set the Action Plan Template to “Inactive” and then make changes to the template, as necessary.
  • Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.

  Reveal Answer Answer: C Next Question

• Question 6

  

  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?

  • Action Plan Creator
  • Specific User
  • Account Team
  • Role
  • Queues

  Reveal Answer Answer: E Next Question

• Question 7

  

  A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

  • Create a new Contact Reciprocal Role for the required value.
  • Update the Role picklist on the Account-Account Relationship object with new value.
  • Create a new Account Reciprocal Role for the required value.
  • Update the Role picklist on the Account-(?ontact Relationship object with new value.

  Reveal Answer Answer: B Next Question

• Question 8

  

  Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive. Which three options should a consultant recommend?

  • Enable Compliant Data Sharing for Interactions.
  • Enable Compliant Data Sharing for Interaction Summaries.
  • Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
  • Use Interaction Summary Participants to provide the right access to individuals or groups.
  • Disable Role-Hierarchy-Based Sharing for Interaction Summaries.

  Reveal Answer Answer: B,D,E Next Question

• Question 9

  

  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?

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

  Reveal Answer Answer: A Next Question

• Question 10

  

  A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals. Which Financial Services Cloud capability provides the ability to accommodate this request?

  • Compliant Data Sharing
  • Custom Sharing»Rules
  • Business Rules Engine
  • Interaction Summaries

  Reveal Answer Answer: A Next Question

Page: 1 / 34
Total Questions: 170

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