FINANCIAL-SERVICES-CLOUD LATEST EXAM VCE - VALID BRAINDUMPS FINANCIAL-SERVICES-CLOUD PPT

Financial-Services-Cloud Latest Exam Vce - Valid Braindumps Financial-Services-Cloud Ppt

Financial-Services-Cloud Latest Exam Vce - Valid Braindumps Financial-Services-Cloud Ppt

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To pass the Salesforce FSC Accredited Professional Certification Exam, candidates must demonstrate a thorough understanding of the Salesforce FSC platform, including its features and functionality. They must also show the ability to use the platform to manage clients' accounts, track investments, and provide financial advice. Financial-Services-Cloud Exam is challenging and requires candidates to have extensive knowledge of the financial services industry, as well as a solid understanding of Salesforce. However, passing the exam can be a great way for financial services professionals to demonstrate their expertise and gain credibility in the industry.

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Salesforce Financial-Services-Cloud Exam Questions: Reduce Your Chances Of Failure

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q73-Q78):

NEW QUESTION # 73
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

  • A. The Flow users require a Flow Permission Set License.
  • B. Flow for Financial Service Cloud is not available for the Individual Object Model.
  • C. Use Field Level Security on Milestones
  • D. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates

Answer: B,C

Explanation:
The following considerations should be reviewed before implementing Flow for customer onboarding:
Use Field Level Security on Milestones, which is a setting that controls whether users can view and edit fields on records. The Admin should use Field Level Security to restrict access to the Milestones field on the Flow Template object, which is used to track the progress of customer onboarding flows2.
Flow for Financial Service Cloud is not available for the Individual Object Model, which is an alternative data model that uses the Individual object instead of Person Accounts to store information about people. Flow for Financial Service Cloud only supports Person Accounts as the primary object for customer onboarding flows2. Verified Reference: 2


NEW QUESTION # 74
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 customerfor 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 "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.
  • B. 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.
  • C. When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
  • D. When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

Answer: A

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 # 75
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

  • A. Ensure Person Accounts is enabled on the org
  • B. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
  • C. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
  • D. Configure your Person Account record types m the Indrvidual Record Type Mapper.
  • E. Enable 'Individual to Person Account Migration' in Custom Settings.

Answer: A,C,D

Explanation:
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file andData Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 :
Salesforce Help Article 3


NEW QUESTION # 76
Which three permission sets grant access or extend permissions for record alerts in Financial Services Cloud (FSC)?

  • A. FSC Basic permission set
  • B. FSC Standard permission set
  • C. OmniStudio User permission set
  • D. FSC Foundations permission set
  • E. OmniStudio Admin permission set

Answer: B,C,D

Explanation:
Explanation
Record alerts are a feature of Financial Services Cloud that let users create and display alerts on record pages to highlight important information or actions. Record alerts are based on OmniStudio, a low-code platform for building digital experiences in Salesforce. To access or extend permissions for record alerts in Financial Services Cloud, users need to have one of the following permission sets:
FSC Standard permission set: This permission set grants access to the core features of Financial Services Cloud, including record alerts. Users with this permission set can view and create record alerts on supported objects, such as accounts, contacts, financial accounts, and opportunities1.
FSC Foundations permission set: This permission set grants access to the common features of Financial Services Cloud that are shared across subverticals, such as retail banking, wealth management, and insurance. Users with this permission set can view and create record alerts on supported objects2.
OmniStudio User permission set: This permission set grants access to the OmniStudio features, such as OmniScripts, DataRaptors, Integration Procedures, and Record Alerts. Users with this permission set can view and create record alerts on any object that has the Record Alert component enabled3.
References:
FSC Standard Permission Set
FSC Foundations Permission Set
OmniStudio User Permission Set


NEW QUESTION # 77
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 Addams Family Trust and the attorney.
  • B. Create an Account-Account relationship between the Adams Household and the attorney
  • C. Create an Account-Contact relationship between the Adams Household and the attorney.
  • D. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.

Answer: C


NEW QUESTION # 78
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