PASS GUARANTEED QUIZ USEFUL FINANCIAL-SERVICES-CLOUD - SALESFORCE FINANCIAL SERVICES CLOUD (FSC) ACCREDITED PROFESSIONAL LATEST TEST MATERIALS

Pass Guaranteed Quiz Useful Financial-Services-Cloud - Salesforce Financial Services Cloud (FSC) Accredited Professional Latest Test Materials

Pass Guaranteed Quiz Useful Financial-Services-Cloud - Salesforce Financial Services Cloud (FSC) Accredited Professional Latest Test Materials

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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is designed for individuals who want to showcase their expertise in the Salesforce Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is specifically tailored to professionals in the financial services industry who are looking to improve their skills and knowledge in the field. It is a highly sought-after certification that is recognized by employers worldwide.

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Salesforce Financial Services Cloud (FSC) Accredited Professional test dumps & exam questions for Salesforce Financial-Services-Cloud

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q48-Q53):

NEW QUESTION # 48
Permission set licenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?

  • A. Mortgage
  • B. Action Plans
  • C. Lightning Scheduler Resource
  • D. Financial Services Cloud Standard
  • E. FSC Insurance

Answer: B,D,E

Explanation:
Explanation
The following Permission Set Licenses give users access to Financial Services Cloud features:
Financial Services Cloud Standard: This license enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL)1.
Action Plans: This license enables user access to the Action Plans feature, which allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed2.
FSC Insurance: This license enables user access to the Insurance feature, which allows users to manage insurance policies and claims for clients. This license also provides access to some Insurance objects such as Policy, Claim, Coverage Type, Policy Product, Policy Product Offering. Verified References: 12


NEW QUESTION # 49
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

  • A. Create a Referral for the Banker for an Education Savings Account
  • B. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
  • C. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
  • D. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
  • E. Create two Life Events, one for the birth of the child and one for the Education Savings Account.

Answer: D,E


NEW QUESTION # 50
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce FSC.
When is the Referral Score updated?

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

Answer: A


NEW QUESTION # 51
Which two statements are true for a Group in Financial Services Cloud?

  • A. A group is a type of account record that people and businesses can be related to through the account contact relationship object.
  • B. Financial Services Cloud includes a group record type for businesses
  • C. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
  • D. Financial Services Cloud includes a group record type for households

Answer: A,D

Explanation:
The following statements are true for a Group in Financial Services Cloud:
Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.
A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.


NEW QUESTION # 52
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the-box Financial Services Cloud (FSC) objects and components with minimal custom objects needed.
In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?

  • A. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.
  • B. Only Custom Profiles should be configured and assigned to all users to use FSC components and field-level security. The

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