Salesforce Financial-Services-Cloud Exam Preparation Guide and PDF Download
Verified & Correct Financial-Services-Cloud Practice Test Reliable Source Jul 20, 2023 Updated
Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is a credential designed to validate the skills and knowledge of professionals who work in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is offered by Salesforce, a leading provider of customer relationship management (CRM) software solutions. The Salesforce FSC Accredited Professional Certification Exam is designed to test the proficiency of professionals in using the Salesforce Financial Services Cloud platform, which is specifically tailored to meet the needs of financial advisors and wealth management firms.
NEW QUESTION # 41
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flows and launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?
- A. To use a Flow, a user must have access to the underlying object and its field
- B. To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission set assigned to the user.
- C. To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
- D. Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
Answer: A,B,D
NEW QUESTION # 42
Mortgage Broker Sue Berry wants to give an incentive reward to her top internal referrers.
What is the best practice for Sue Berry to identify her top referrers quickly?
- A. Log each referral as an activity and create a dashboard.
- B. Log referrers in Salesforce using the Lead object and create a "My top Referrers" report.
- C. Use the Referral Performance by User dashboard to get the data.
- D. Use Action Plans to create Referral Records.
Answer: A,B,D
NEW QUESTION # 43
Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?
- A. Create an Account-Account relationship between the Adams Household and the attorney
- B. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
- C. Create an Account-Contact relationship between the Adams Household and the attorney.
- D. Create an Account-Account Relationship between the Addams Family Trust and the attorney.
Answer: C
NEW QUESTION # 44
You are getting started with a Financial Services Cloud org. What's a reason why you cannot see the Lightning components and any pre-configured sample data after you set up "My Domain"?
- A. Confirm that you click "Deploy to Users" to permanently deploy the custom domain to users
- B. Contact Salesforce to enable "My Domain"
- C. It is working as designed. You need to configure Financial Services Cloud to create new Lightning components and sample data.
- D. You need to switch to Salesforce Classic
Answer: A
NEW QUESTION # 45
What standard object has a one-to-many relationship with the account object? (3 answers)
- A. Campaign
- B. Case
- C. Opportunity
- D. Lead
- E. Contact
Answer: B,C,E
NEW QUESTION # 46
Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?
- A. Sync with Company Calendar
- B. Skip Non-Work Days for Action Plans
- C. Skip Non-Work Days For Tasks
- D. Skip Non-Work Days for Deadlines
Answer: B
NEW QUESTION # 47
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?
- A. Remove the Event or Milestone from the Lightning Component in the Developer Console.
- B. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
- C. Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
- D. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the Business Milestone object
Answer: B
NEW QUESTION # 48
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
- A. Create a validation rule that will stop the user if they attempt to add multiple one-time events.
- B. Remove user's ability to create one-time events
- C. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
- D. Create an Apex trigger that will prevent the saving of multiple one-time events
Answer: C
NEW QUESTION # 49
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?
- A. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
- B. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
- C. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
- D. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
Answer: C
NEW QUESTION # 50
Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?
- A. The Person Account Object
- B. The Person Account Record Type on the Account Object
- C. The Person Account Record Type on the Contact Object
Answer: A
NEW QUESTION # 51
Rollup summary fields aren't available in a Partial Copy sandbox. What is one way you can solve for this limitation?
- A. Create a Full sandbox or install the Financial Services Cloud managed package in a Partial Copy sandbox
- B. Contact Salesforce to enable Rollup Summary fields in the partial sandbox
- C. Configure Rollup Summary using Formula fields
Answer: A
NEW QUESTION # 52
What relationship can be selected in a custom report type where accounts is the primary object and contacts is the related object? (2 Answers)
- A. Each account may or may not have related contacts.
- B. Each account must not have related contacts
- C. Each contact may or may or may not have a related account.
- D. Each account must have a related account
Answer: A,D
NEW QUESTION # 53
A time dependent action is placed in the work flow queue when the record is created.
When will the action be removed from the queue? (2 answers)
- A. When the action is deleted from the workflow queue.
- B. When the record no longer matches he rule criteria.
- C. When another record triggers the same workflow rule
- D. When a validation rule is triggered for the record
Answer: A,B
NEW QUESTION # 54
Which information can you find under the Relationships Tab? - (Check the 3 that apply)
- A. Related accounts - accounts not directly included in the primary household.
- B. Primary household Information, including the members of the household and how the household is related to other groups.
- C. Summary information about Total Financial Accounts. This includes total assets under management at your firm, the Category (i.e. Platinum.), client interactions, including the last interaction and the next interaction scheduled in the future.
- D. Related contacts that play a role in the the financial world of client (i.e a family lawyer)
Answer: B
NEW QUESTION # 55
What can be done with a workflow field update action? (2 answers)
- A. Update the value of a field on a child object
- B. Apply a specific value to a field
- C. Change the record type of a record
- D. Update the value of a formula field
Answer: B,C
NEW QUESTION # 56
Which of the following objects do support Group-Level Rollups7
- A. Tasks
- B. Opportunities
- C. Alerts
- D. Action Plans
- E. Financial Accounts
Answer: A,B,E
NEW QUESTION # 57
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To prepare for the Salesforce FSC Accredited Professional exam, you'll need to have a solid understanding of the FSC platform and its various features. You'll also need to have experience working with financial clients and understanding their needs. Salesforce offers a variety of training courses and resources to help you prepare for the exam, including online courses, study guides, and practice exams.
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