Reliable Salesforce Financial-Services-Cloud Test Tips - Latest Financial-Services-Cloud Exam Registration

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Salesforce Financial-Services-Cloud Exam Syllabus Topics:

Topic	Details
Topic 1	Delivery: This topic evaluates the ability to implement the finalized FSC design. Salesforce financial services consultants demonstrate proficiency in setting up user interfaces, permissions, and integration tools. Additionally, they leverage automation, reporting, and dashboard-building skills to align with defined success criteria. This ensures the consultant's readiness for delivering effective FSC deployments.
Topic 2	Define Design: This topic focuses on designing tailored solutions using the FSC data model, best practices, and modules to meet specific business requirements. Salesforce financial services consultants learn to identify necessary objects, relationships, and system flows while considering organizational security, territory hierarchies, and multilingual capabilities. Skills in sprint prioritization, data migration strategy, and aligning processes to future state designs are assessed as well.
Topic 3	Discovery: In this topic, Salesforce financial services consultants learn to assess and document customer needs, value propositions, and visions for Financial Services Cloud (FSC) solutions. Key skills involve analyzing current business processes, understanding architectural flows, and determining how FSC capabilities align with existing systems. This measures the consultant's ability to accurately map customer goals to FSC functionalities for optimal outcomes.

Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who want to demonstrate their expertise in Salesforce's financial services cloud technology. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is ideal for individuals who work in the financial services industry and are responsible for implementing Salesforce's FSC solutions for their clients. Financial-Services-Cloud Exam covers a range of topics, including financial services industry trends, customer relationship management, and Salesforce's FSC features and capabilities.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q161-Q166):

NEW QUESTION # 161
An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

A. Opportunity Participant
B. Participant Role
C. Interaction Participant
D. Interaction Summary Participant
E. Financial Deal Participant

Answer: B,D,E

NEW QUESTION # 162
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 Life Event for the birth of the child and a Referral for the Education Savings Account
B. Create two Life Events, one for the birth of the child and one for the Education Savings Account.
C. Create a Referral for the Banker for an Education Savings Account
D. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
E. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.

Answer: B,E

NEW QUESTION # 163
Which of these statements is true for the Person Accounts Model? (2 correct answers)

A. The Person Account record type can be used when a client is a business or an institution.
B. The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier
C. The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.
D. Person Accounts can not be related to cases, tasks, or calls.

Answer: B,C

NEW QUESTION # 164
Relationship Management enables you to (Check the 3 that apply)

A. Display Financial Holding Data
B. Define who are the members of a Relationship Group.
C. Define the Role of the Member of the group
D. Define Primary Group for a Member

Answer: B,C,D

NEW QUESTION # 165
A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer a high level of customization to boost user productivity?

A. Create and assign the Cuslhm Field Set permission set to all users.
B. Create a new type of person account so trust group details roll down to the beneficiaries level.
C. Assign the Custom Field Set To a Lightning component.
D. Assign the Custom Field Set to the Financial Summary component.
E. Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.

Answer: C,D,E

Explanation:
The following steps should be taken by the consultant to offer a high level of customization to boost user productivity for the wealth management division:
Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers. A Custom Field Set is a construct in Financial Services Cloud that allows you to define a collection of fields that can be displayed in a Lightning component, such as the Financial Summary or the Financial Account List. You can use Custom Field Sets to customize the fields that are relevant for different user groups or business scenarios, without modifying the underlying data model or page layout. You can create a Custom Field Set by going to Setup > Object Manager > Financial Account > Field Sets and adding or removing fields according to your requirements.
Assign the Custom Field Set to the Financial Summary component. The Financial Summary component is a Lightning component that displays aggregated financial data for a selected record, such as an account, contact, or opportunity. You can use the Financial Summary component to provide a holistic view of your client's financial situation and goals. You can assign a Custom Field Set to the Financial Summary component by using the Lightning App Builder and selecting the Custom Field Set from the Component Properties panel.
Assign the Custom Field Set To a Lightning component. A Lightning component is a reusable unit of user interface that can be added to any Lightning page, such as record pages, app pages, or Home pages. You can use Lightning components to enhance the functionality and user experience of your pages. You can assign a Custom Field Set to a Lightning component by using the Lightning App Builder and selecting the Custom Field Set from the Component Properties panel. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3

NEW QUESTION # 166
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RELIABLE SALESFORCE FINANCIAL-SERVICES-CLOUD TEST TIPS - LATEST FINANCIAL-SERVICES-CLOUD EXAM REGISTRATION

Reliable Salesforce Financial-Services-Cloud Test Tips - Latest Financial-Services-Cloud Exam Registration