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Pass Guaranteed Quiz Salesforce - Financial-Services-Cloud - Salesforce Financial Services Cloud (FSC) Accredited Professional–Professional Relevant Exam Dumps
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Salesforce Financial Services Cloud (FSC) is a comprehensive customer relationship management (CRM) platform designed specifically for financial service providers. It is a powerful tool that helps to streamline customer interactions, track financial goals, and manage financial planning. The Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is designed to validate the skills and knowledge required to effectively implement and manage the FSC platform.
Salesforce Financial Services Cloud (FSC) Accredited Professional Exam is a certification exam designed to test the knowledge and skills of professionals who work with the Salesforce Financial Services Cloud. Financial-Services-Cloud exam is intended for professionals who work with financial services organizations and who are responsible for implementing, configuring, and managing the Salesforce Financial Services Cloud. Financial-Services-Cloud Exam is comprehensive and covers a range of topics related to the Salesforce Financial Services Cloud.
The FSC Accredited Professional exam is administered by Salesforce, the world's leading customer relationship management (CRM) software provider. Salesforce has a reputation for delivering high-quality, industry-specific solutions that help businesses of all sizes achieve their goals. The FSC platform is no exception, and the FSC Accredited Professional exam is one of the most comprehensive and respected certifications in the financial services industry.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q54-Q59):
NEW QUESTION # 54
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?
- A. Update the Role picklist on the Account-Account Relationship object with new value.
- B. Create a new Account Reciprocal Role for the required value.
- C. Create a new Contact Reciprocal Role for the required value.
- D. Update the Role picklist on the Account-(?ontact Relationship object with new value.
Answer: A
Explanation:
To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field on the Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships > Role and add or remove values according to your business needs. Verified Reference: : Salesforce Help Article [10] : Salesforce Help Article [11]
NEW QUESTION # 55
What functionality is included in the Financial Services Cloud Extension license? (2 correct answers)
- A. It enables user access to the Actionable Relationship Center Lightning component
- B. It enables user access to the Action Plans feature
- C. It enables user to configure Compliant Data Sharing
- D. It enables user access to Download Analytics Data and Install Analytics Templated Apps
Answer: A,C
NEW QUESTION # 56
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
- A. Setup > Custom Code > Static Resources
- B. Setup > User Interface > icons > Life Events and Business Milestones
- C. Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties
- D. Setup > Financial Services > Icons > Life Events and Business Milestones
Answer: A
Explanation:
Explanation
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 58.
NEW QUESTION # 57
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
- A. Disable the Person Account custom setting.
- B. Assign the Individual record type to the user profiles.
- C. Remove Person Account record types from the Individual Record Type Mapper.
- D. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
- E. Assign the Person Account record type to the user profiles.
Answer: B,C,D
Explanation:
The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:
Log a case with Salesforce to perform the conversion from Person Accounts to the individual model. You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model.
This is an irreversible process that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before requesting the conversion in production.
Remove Person Account record types from the Individual Record Type Mapper. You need to remove any Person Account record types that are mappedto Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup >Financial Services Settings > Individual Record Type Mapper.
Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access Individual records. The Individual recordtype is a standard record type on the Account object that represents an individual person who is not directly related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings > Accounts > Record Types. Verified References: : Salesforce Help Article 5 :
Salesforce Help Article 6 : Salesforce Help Article 7
NEW QUESTION # 58
A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Financial Services Cloud consultant configure the custom field on?
- A. Account Account Relationship
- B. Contact-Contact Relationship
- C. Account Contact Relationship
- D. Person Account
Answer: A
Explanation:
To configure a custom field for reporting when relating two-person accounts to each other, the Financial Services Cloud consultant should configure the custom field on the Account Account Relationship object. The Account Account Relationship object is a junction object that links two accounts together and defines their relationship type and role. By configuring a custom field on the Account Account Relationship object, the consultant can capture additional information about how two-person accounts are related to each other and use it for reporting purposes.
NEW QUESTION # 59
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