Salesforce Financial-Services-Cloud dumps

Salesforce Financial-Services-Cloud Exam Dumps

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SP24)
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Exam Code Financial-Services-Cloud
Exam Name Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SP24)
Questions 170 Questions Answers With Explanation
Update Date July 15,2024
Price Was : $81 Today : $45 Was : $99 Today : $55 Was : $117 Today : $65

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Salesforce Financial-Services-Cloud Sample Questions

Question # 1

Cumulus Cloud Bank is asking the consultant to explain some tools available tointegrateSalesforce into several of its back-end/core systems.Which three capabilities should a consultant recommend?

A. Industry Integration Solutions with the MuleSoft Anypoint Platform
B. Data Processing Engine
C. OmniStudio Integration Procedures
D. Data Consumption Framework
E. OmniStudio DataRaptors

Question # 2

Cumulus Bank is migrating its CRM software from a legacy application to SalesforceFinancial Services Cloud (FSC). The bank hired Salesforce Professional Services toconfigure/deploy the new Salesforce FSC org and migrate data.Which order should a consultant follow when performing the data migrations?

A. Individuals, then Financial Account Roles, then Financial Accounts, then FinancialAccount Transactions
B. Individuals, then Financial Accounts, then Financial Account Roles, then FinancialAccount Transactions
C. Financial Accounts, then Financial Account Roles, then Individuals, then FinancialAccount Transactions
D. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles,then Individuals

Question # 3

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloudusing the individual object model. What are the steps to disable person accounts? (ChooseThree)

A. Log a case with Salesforce to perform the conversion from Person Accounts to theindividual model.
B. Assign the Person Account record type to the user profiles.
C. Disable the Person Account custom setting.
D. Remove Person Accountrecord types from the Individual Record Type Mapper.
E. Assign the Individual record type to the user profiles.

Question # 4

Which Salesforce Financial Services Cloud featureenables financial advisors to track andmanage client accounts?

A. Financial accounts management
B. Performance reporting
C. Client onboarding
D. Opportunity management

Question # 5

A financial services company would like its users to be able to relate two businessaccounts. Whatshouldthe administrator configure to meet the requirement?

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

Question # 6

Cumulus Insurance has created a Delegated Administrator groupfor its franchise users toreduce the workload on head office support staff.Which three functions should be added to the Delegated Administrator group?

A. Unlock users.
B. Modify permission sets.
C. Set organization-wide sharing defaults on custom objects.
D. Assign or remove permission sets for users in their delegated groups.
E. Create and manage membership of specified public groups.

Question # 7

Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new businessprocesses require that Financial Advisors can add individuals to more than one Group orHousehold using Multiple Relationship Groups. Where do Admins enable MultipleRelationship Groups?

A. Object Settings
B. Custom Settings
C. Lightning Page Editor
D. Profiles

Question # 8

Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers touse Action Plans to capture repeatable tasks and automate the task sequences, improvingcollaboration and productivity. Which three of the following statements about Action Plansare true?

A. When you work with Action Plans, you first create Action Plan Templates
B. Action Plans require a monthly license fee per user
C. Action Plans can be used to schedule appointments with the Bankers
D. Action Plans make it easy to create reports and dashboards, so you can monitorprogress and ensure compliance
E. Action Plans can be used to automatically assign task owners and deadlines for specificclient engagements

Question # 9

Which three of the following statements are correct about the Actionable RelationshipCenter Manager (ARC)?

A. To enable users to see the ARC, you will need to add thecomponent for ARC to thepage layout.
B. ARC displays up to 5 related lists that have a configured compact layout.
C. ARC is certified to work with Person Accounts and Individual Accounts.
D. The Salesforce Admin has to create a permission set for granting access to the ARC –FSC Lightning component.
E. The Association Type picklist controls the account-account relationship that display inthe ARC.

Question # 10

During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultantneeds to think about how to utilize FSC-related objects. Which three things should theconsultantconsider when adopting such objects?

A. In a household, each household member is modeled as a Contact, and the household ismodeled as an Account.
B. In a household, each of the household members is modeled as a Person Account andthe household is modeledas an Account.
C. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't bedisabled for the Opportunity object.
D. Both the Financial Deal object and the Opportunity object support Compliant DataSharing.
E. Interaction Summary is an enhancement of the standard Activity object. FSCimplementations should use Interaction Summary as a replacement for the Activity object.

Question # 11

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud andwants to roll up customerdata at the client and group levels. What functionality can RollupBy Lookup (RBL) provide for this requirement?

A. RBL calculations can not be disabled when importing data into your Salesforce org.
B. An RBL rule displays summary calculations of financialaccount information, such asaccount balances.
C. When you edit a financial account record or primary Group membership, the Rollup ByLookup (RBL) configuration updates the corresponding RBL summaries at the client andGroup levels.
D. Rollups for multiple joint owners are not supported
E. Rollup By Lookup (RBL) displays associated records for Financial Accounts. FinancialGoals, and Opportunities.

Question # 12

Which three types of Account-Account relationships are displayed in the ActionableRelationship Center?

A. Accounts & Businesses
B. Accounts & Members
C. Accounts & Peers
D. Accounts & Groups

Question # 13

To access all Financial Services Cloud (FSC) functionalitiesavailable out of the box, aconsultant must install the FSC Managed Package and the Unmanaged ExtensionPackages.Which two functionalities are included in the FSC Unmanaged Extension Packages?

A. Custom objects to track Financial Accounts and Household
B. The Commercial Banking dashboard
C. Field sets that configure how fields display in the client and household profiles
D. Predefined list views of clients and households

Question # 14

An investment bank client wants all its users to track client engagements with InteractionSummaries. In addition, those call logs need to be shared with specialists in other lines ofbusiness so they can assist in specific types of deals.Which three Financial Services Cloud standard objects should be used to helpaccommodate these business requirements?

A. Interaction Summary Participant
B. Financial Deal Participant
C. Participant Role
D. Interaction Participant
E. Opportunity Participant

Question # 15

A bank recently sold its wealth management division and wants to improve its customers’digital experience. The bank engaged Salesforce Professional Services to upgrade itsexisting Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.Which three expected outcomes can serve as return on investment (ROI) justifications tothe bank's chief financial officer (CFO)and investment committee?

A. Unify and improve team collaboration by sharing and managing customer leads andreferrals across multiple lines of business at the bank to drive customers' financial needsand deepen client relationships.
B. Deliver connected and personalized digital experiences to the bank's customers thanksto a 360-degree view of its customer data consolidating multiple customer databases andsources from diverse channels at the bank.
C. Simplify the client onboarding process with proper tools to streamline customerdiscovery and internal reviews through renewal.
D. Manage policy holder’s interactions with customer service agents intelligently throughthe underwriting process.
E. Modernize client-advisor experiences from engagement to relationship management toeffectively drive long-term, trusted relationships.

Question # 16

Which three related lists are visible within Actionable Relationship Center associated withthe Account object?

A. Cases
B. Notes and Attachments
C. Client Financial Goals
D. Financial Holdings
E. Household Financial Accounts

Question # 17

A Bank of the Future customer calls the bank to update the address on their account. Thecall center agent handling the call needs to enter a new address into the system. The agententers the new contact information using an OmniScript and then needs to generate aprefilled PDF with the new address that can be shared with the customer.Which two OmniStudio tools should a consultant recommend to generate the prefilledPDF?

A. OmniStudio Action Document Generation
B. Calculation Procedure
C. DataRaptor
D. Integration Procedure

Question # 18

Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?

A. The Referral Score updated when a referral is convened to an Opportunity or closed.
B. The Referral Score updated when a lead is created using the referral record type.
C. The Referral Score updated when a referral is assigned from the queue to a user.
D. The Referral Score updated when an opportunity associated with the Referral is ClosedWon

Question # 19

When importing records from a system outside of Salesforce, which ID should be used toprevent the data import from creating duplicates?

A. User ID
B. Data Load ID
C. External ID
D. Org ID

Question # 20

An investment bank is implementing Financial Services Cloud (FSC) to manage the dealpipeline. Each opportunity has confidential information that the deal teammembers mustonly view. In addition, each member needs the ability to take and share notes directlywithin Salesforce with others on the team.Which three FSC features should be part of the solution design?

A. Financial Deal Management
B. Sharing Rules
C. Complianthata Sharing
D. Profiles
E. Interaction Summaries

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