FINANCIAL-SERVICES-CLOUD RELIABLE EXAM BRAINDUMPS, FINANCIAL-SERVICES-CLOUD RELIABLE DUMPS

Financial-Services-Cloud Reliable Exam Braindumps, Financial-Services-Cloud Reliable Dumps

Financial-Services-Cloud Reliable Exam Braindumps, Financial-Services-Cloud Reliable Dumps

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This Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) practice exam software is easy to use. A free demo version of this format is also available to assess it before buying. It is compatible with all Windows computers. This Salesforce Financial-Services-Cloud Practice Test software familiarizes you with the real Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) exam pattern. You must have an active Internet connection to validate your product license.

Salesforce Financial Services Cloud is a popular cloud-based platform that helps financial institutions and wealth management firms streamline their operations and enhance customer engagement. This platform enables companies to provide personalized financial advice and services to their clients, allowing them to build stronger relationships and improve customer satisfaction. The FSC Certification Exam is designed to ensure that professionals who use this platform have the necessary skills and knowledge to provide the best possible service to their clients.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q88-Q93):

NEW QUESTION # 88
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?

  • A. Custom Sharing Rules
  • B. Compliant Data Sharing
  • C. Business Rules Engine
  • D. Interaction Summaries

Answer: B

Explanation:
The Financial Services Cloud capability that provides the ability to accommodate the request of sharing specific records with certain users who are not typically engaged in that account is Compliant Data Sharing.
Compliant Data Sharing is a feature that allows users to share records withother users based on criteria such as record type or field value. Users can create sharing rules for objects such as account, contact, individual, financial account role, opportunity participant role, or case team role. By using Compliant Data Sharing, the financial institution can share records with legal and compliance members who must be engaged for particular deals based on a field value that indicates the deal type.


NEW QUESTION # 89
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?

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

Answer: A


NEW QUESTION # 90
A new custom object has been created, and the records of this object will be created through integration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

  • A. Use a CSV file with the data created and use Data Loader to map to the correct field
  • B. Ensure custom metadata is configured and each custom metadata record details where the data will be sent
  • C. Create a junction object between the external system and the new customer object where the data will reside
  • D. Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce

Answer: D

Explanation:
To ensure the data is loading into the correct fields in Financial Services Cloud, the consultant should utilize a field mapping file with the external system allocation and the corresponding field in Salesforce. A field mapping file is a file that specifies how fields from an external system map to fields in Salesforce. By using a field mapping file, the consultant can ensure that the data from the new custom object is imported into the correct fields in Financial Services Cloud and avoid any data loss or inconsistency.


NEW QUESTION # 91
Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

  • A. Insurance flow
  • B. Mortgage flow
  • C. Commercial Banking flow
  • D. Institutional Banking flow
  • E. Retail Banking flows

Answer: A,B,E

Explanation:
The Financial Services Cloud (FSC)packages and the Lightning Flow for FSC package provide preassembled flows that can be utilized to automate common financial services processes. The types of preassembled flows are:
Retail Banking flows: These flows enable retail banking customersto perform various self-service tasks, such as activating or closing a card,ordering checks, updating communication preferences, disputing transactions, and more1.
Insurance flow: This flow allows insurance customers to initiate the first notification of loss (FNOL) for an insurance policy2.
Mortgage flow: This flow helps mortgage customers to capture their financial information, such as assets, liabilities, income, and expenses, as part of the financial discovery process3.
References:
Financial Services Cloud Flows
Lightning Flow for Financial Services
Retail Banking Flows
Insurance Flow
Mortgage Flow


NEW QUESTION # 92
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

  • A. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
  • B. Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
  • C. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
  • D. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
  • E. RBL rules do not require a lot of processing power.

Answer: A,B,C

Explanation:
The following statements are true for Rollup By Lookup (RBL) in Financial Services Cloud:
An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances. You can use RBL rules to aggregate financial account data across different levels of client relationships.
The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels. You can use RBL configuration to define which fields are rolled up and how they are calculated for each diem and group type.
Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules. RBL rules are complex and require extensive testing and validation. If you need to create or customize RBL rules, you should contact a certified Salesforce partner or consultant. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 75. : Salesforce Financial Services Cloud Implementation Guide, page 76. : Salesforce Financial Services Cloud Implementation Guide, page 77.


NEW QUESTION # 93
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