Free Salesforce Financial-Services-Cloud Exam Questions & Answer from Training Expert Free4Dump [Q25-Q47]

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Free Salesforce Financial-Services-Cloud Exam Questions and Answer from Training Expert Free4Dump

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Salesforce Financial Services Cloud (FSC) is a cloud-based solution that helps financial services firms to deliver personalized advice and guidance to their clients. The solution is designed to help financial advisors, wealth managers, and private bankers to deepen their relationships with clients and provide them with a more comprehensive view of their finances. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam validates the skills and knowledge of professionals who use FSC to deliver these services.

NO.25 A feature that captures, refers, routes, and prioritizes customer needs across business lines

Expressed Interest

Report

Referrals

Opportunity

NO.26 The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

Request a 30-day Financial Services Cloud trial org

Request a Salesforce developer org.

Purchase one license of Financial Services Cloud and install it in a production org.

Spin up a Salesforce sandbox org.

NO.27 Lake Tahoe Bank is implementing Financial Services Cloud. The bank’s new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

Object Settings

Custom Settings

Lightning Page Editor

Profiles

NO.28 Which three of these statements are true for Rollup By Lookup (RBL) in FSC?

Rollup By Lookup (RBL) do not require a lot of processing power.

Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels.

Salesforce does not recommend or provide support for creation or customization of FSC RBL rules.

NO.29 Which three referral metrics are tracked with custom components included in Financial Services Cloud?

Web to Lead Referrals

Expressed interests

My Top Referrers

My Approved Referrals

Referrals Assigned to me

NO.30 When can a validation rule be used to prevent invalid data? (3 answers)

When records are edited by a user

When records are deleted by a user

When records are submitted using web-to-lead

When records are imported

When records are updated by a workflow rule

NO.31 Universal Container wants to ensure that users complete the standard industry field when creating a new account record. To address the concern the administrator set the Industry field as required. However, some users are still able to create a new account record without completing the Industry Field.
What should an administrator do to troubleshoot the issues? (2 answers)

Verify the field-level security for the industry field is not set to “Read Only” on the user profiles.

Verify the industry field is set as required on all the account page layouts assigned to the users

Verify the users have the “Modify all data” permission for account on their profiles

Verify the users have the “Edit” permission for accounts on their profiles

NO.32 Which one of the following statements is not correct about Action Plans?

Enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client engagement, such as account openings, loan approvals, and claims processing.

Capture repeatable tasks in templates and then automate the task sequences with an action plan.

Automatically schedule the next appointment with the Advisor

Manage customer engagements consistently and collaboratively with automated and compliant task orchestration.

NO.33 When adding an Account-Account relationship using ARC (Actionnable Relationship Center), what 2 options does the banker have to represent a group of accounts, where one of the accounts is the parents of a number of other accounts ? (2 answers)

From each subsidiary account, select ‘New’ in the ‘Group Relationship’ components and create a new relationship with the parent account

From each subsidiary account, select ‘New’ in the ‘Member Relationships’ components and create a new relationship with the parent account

From the parent account, select ‘New’ in the ‘Group Relationship’ components and create a new relationship with the subsidiary account

From the parent account, select ‘New’ in the ‘Member Relationships’ components and create a new relationship with the subsidiary account

NO.34 Which 2 considerations should a SF Admin review before enabling Person Account?

PA can be enabled and disabled only by contacting SF Support

Lightning Flow for FSC is not available for the individual object model

PA cannot be disabled once they were enabled

AppExchange packages will not work if PA are enabled

NO.35 Relationship Management enables you to (Check the 3 that apply)

Define who are the members of a Relationship Group.

Define the Role of the Member of the group

Display Financial Holding Data

Define Primary Group for a Member

NO.36 A user is having trouble logging into Salesforce. The users login history shows that this person has attempted to log in multiple times and has been locked out of the organization.
How can the system administrator help the user log into Salesforce? (2 answers)

Click reset password on the users record detail page.

Send an email to the user containing the user’s password

Click unlock on the users record detail page

NO.37 What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

Referral Approval Processes

Intelligent Need-Based Referrals and Scoring

Einstein Referral Scoring for Financial Services Cloud

Referral Routing Rules

NO.38 What capabilities included in the FSC license can assist bankers in focusing on the most promising referrals?

Einstein Referral Scoring for FSC

Referral Routing Rules

Intelligent Need-Based Referrals and Scoring

Referral Approval Processes

NO.39 Which three of these 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.

Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

RBL rules do not require a lot of processing power.

NO.40 What are the challenges Financial Institutions face? (Select all that apply)

Regulatory compliance

Rising class of new competitors

Not enough data

Isolated data and outdated systems

NO.41 Which of the following objects do support Group-Level Rollups?

Tasks

Alerts

Financial Accounts

Action Plans

Opportunities

NO.42 Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn’t achieved or is unlikely to achieve in the future. Which of the following statements are correct?

When you hide a life event or business milestone type, it doesn’t appear on the component until you add an event or milestone of that type.

The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.

It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.

Life Events can not be displayed on the Household level of the Account Record.

NO.43 Which 3 out of the box capabilities come with FSC Lead & Referral management?

Accepting a Referral

Assigning a Referral

Round Robin Referral Routing

Referral Automated Approvals

Referral Conversion

NO.44 Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott’s data is rolling up to the Adams Household. How can the Banker accomplish this?

Make the Adams Household Scott’s primary Group and edit tie Activities & Objects to ft* Up.

Add Scon as a Related Contact to the Adams Household.

Make the Adams Household Scotts pnmary Group and make Scott the pnmary member

Disable the Primary Group setting fof Scon on the Adams Household

NO.45 Which three standard fields are available to track a customer’s retirement gial progress?

Contributions

Actual value

Total Value

Target value

Target Date

NO.46 What step is required to give users access to the Financial Services Cloud Commercial Banking features?

Update Industries Settings to give users access to the Commercial Banking Console Lightning app.

Assign permission sets to give users access to the Commercial Banking Console Lightning app.

Update the user profiles to give users access to Financial Services Cloud objects

Install the Commercial Banking Managed Package

NO.47 How can a sales user relate an opportunity to a campaign? (2 answers)

Use the campaign hierarchy related list on the opportunity.

Select the primary campaign source for the opportunity.

Use the campaign influence related list on the opportunity.

Select the campaign record type when creating the opportunity.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is an important certification for professionals in the financial services industry who work with the FSC platform. By passing Financial-Services-Cloud exam, professionals can demonstrate their expertise and proficiency in using this powerful platform to deliver value to their clients and their organizations. Financial-Services-Cloud exam is rigorous, comprehensive, and covers a wide range of topics, making it an excellent way for professionals to enhance their knowledge and skills in the financial services industry.

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