FINANCIAL-SERVICES-CLOUD UPDATED DEMO & RELIABLE FINANCIAL-SERVICES-CLOUD TEST LABS

Financial-Services-Cloud Updated Demo & Reliable Financial-Services-Cloud Test Labs

Financial-Services-Cloud Updated Demo & Reliable Financial-Services-Cloud Test Labs

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Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is designed to demonstrate a professional's expertise in using Salesforce's FSC platform to manage financial services. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is intended for professionals who work in the financial services industry, such as wealth management, banking, insurance, or investment firms. Financial-Services-Cloud Exam covers a variety of topics, including client data management, account management, financial planning, and compliance regulations.

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Financial-Services-Cloud Exam Questions - Salesforce Financial Services Cloud (FSC) Accredited Professional Test Questions & Financial-Services-Cloud Test Guide

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q13-Q18):

NEW QUESTION # 13
A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

  • A. The Residential Loan Application flow was not enabled in the setup.
  • B. The administrator did not assign the Mortgage permission set to the user.
  • C. The user does not have "Mortgage User" checked in their user record.
  • D. The administrator did not enable "Allow Mortgage Access" in Setup.

Answer: B

Explanation:
The administrator did not assign the Mortgagepermission set to the user. The Mortgage permission set is required to access the Residential Loan Application object and its related objects, such as Loan Application Form, Loan Assessment, and Loan Product. Without this permission set, the user cannot create, edit, or view residential loan application records. The administrator can assign the Mortgage permission set to the user from the user detail page in Setup.References: [Mortgage Permission Set], [Residential Loan Application Object]


NEW QUESTION # 14
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

  • A. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
  • B. Create a formula field and add it to the Account page layout
  • C. Financial Goals can not be summarized at the household level.
  • D. Add a custom Rollup By Lookup (RBL) rule.

Answer: A


NEW QUESTION # 15
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

  • A. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
  • B. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
  • C. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
  • D. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

Answer: B

Explanation:
To create a new Business Milestone Type, you need to add a new picklist value on the Milestone Type field of the Business Milestone object. This field is used to categorize the different types of business milestones that can be tracked for a client. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 57.


NEW QUESTION # 16
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

  • A. Register a subdomam using the My Domain wizard and then deploy it
  • B. Open a case with Salesforce Support
  • C. Enable Communities
  • D. Go to Custom Settings and edit the Industries Settings

Answer: A


NEW QUESTION # 17
A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

  • A. The user must build a report using the Topics object to view Interest Tags in the report.
  • B. When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
  • C. When the user defines the custom report type, Topics should be selected as the Primary Object.
  • D. To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.

Answer: C,D

Explanation:
Explanation
Interest Tags are a feature of Financial Services Cloud that let users add custom tags to client records to capture client needs, interests, and prospecting opportunities. Some of the things to consider when configuring a report to show Interest Tags are:
When the user defines the custom report type, Topics should be selected as the Primary Object. Topics is the standard Salesforce object that stores the Interest Tags data4. The user can then add other objects as secondary objects, such as Accounts, Contacts, or Opportunities.
To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name. For example, to show only Interest Tags related to Accounts, the user can add a filter for Entity Type equals Account5.
References:
Interest Tags
Build an Interest Tags Report


NEW QUESTION # 18
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