Salesforce Financial-Services-Cloud Exam Questions | Reduce Your Fear in Final Exam
Salesforce Financial-Services-Cloud Exam Questions | Reduce Your Fear in Final Exam
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Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is a globally recognized certification program designed for professionals who want to validate their skills and knowledge in implementing and managing Salesforce Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is specifically designed for professionals who are responsible for managing financial services products, such as wealth management, insurance, and banking products.
The FSC Accredited Professional Certification Exam covers a wide range of topics related to Salesforce CRM and financial services, including customer management, financial planning, wealth management, insurance, and banking. Financial-Services-Cloud Exam Tests your knowledge of Salesforce CRM features and functionalities, such as automation, data management, reporting, and analytics. It also evaluates your understanding of financial services industry-specific regulations, compliance, and best practices.
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If you're looking to become a certified Salesforce FSC professional, then you'll need to take the Salesforce Financial Services Cloud (FSC) Accredited Professional exam. Financial-Services-Cloud exam is designed to test your knowledge of the FSC platform, as well as your ability to use it effectively to meet the needs of your clients. Financial-Services-Cloud Exam covers a wide range of topics, including customer data management, financial planning, and client engagement.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q55-Q60):
NEW QUESTION # 55
What are two language-related limitations of Financial Services Cloud?
- A. Referral record type labels are supported only in English.
- B. Flows are available only in English.
- C. Predefined reciprocal roles are available only in English.
- D. Custom component labels are supported only in English.
Answer: A,C
Explanation:
Predefined reciprocalroles are available only in English and Referral record type labels are supported only in English are two language-related limitations of Financial Services Cloud. Predefined reciprocal roles are the roles that define the relationship between two individual clients or between an individual client and a group.
For example, Spouse, Child, Parent, etc. These roles are not translated into other languages and cannot be edited or deleted. Referral record type labels are the labels that indicate the type of referral, such as Client Referral or Prospect Referral. These labels are also not translated into other languages and cannot be edited or deleted.References: [Predefined Reciprocal Roles], [Referral Record Type Labels]
NEW QUESTION # 56
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)
- A. Opportunity
- B. Account
- C. Residential Loan Application
- D. Contact
- E. Lead
Answer: A,B,C
Explanation:
The following records support Document Checklist Items out of the box in Financial Services Cloud:
Account: An Account is a record that represents a person or an organization that has a business relationship with your company. You can use Document Checklist Items to request and track documents from your account holders, such as identity proofs, tax forms, or contracts.
Residential Loan Application: A Residential Loan Application is a record that represents a request for a loan to purchase or refinance a residential property. You can use Document Checklist Items to request and track documents from your loan applicants, such as income statements, credit reports, or property appraisals.
Opportunity: An Opportunity is a record that represents a potential sale or deal for your products or services. You can use Document Checklist Items to request and track documents from your opportunity owners, such as proposals, quotes, or agreements. Verified Reference: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4
NEW QUESTION # 57
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 Contact Relationship
- B. Contact-Contact Relationship
- C. Person Account
- D. Account Account Relationship
Answer: D
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 # 58
To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?
- A. Predefined list views of clients and households
- B. Field sets that configure how fields display in the client and household profiles
- C. Custom objects to track Financial Accounts and Household
- D. The Commercial Banking dashboard
Answer: B,D
NEW QUESTION # 59
An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?
- A. Received Document
- B. Identification Document
- C. Document Checklist Item
- D. Identity Document
Answer: B
Explanation:
Explanation
Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers' licenses and passports. Identification Document is a standard object that represents a document that verifies a person's identity, such as a copyright, copyright, or national copyright. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance.
References: [Identification Document Object], [Manage Identification Documents]
NEW QUESTION # 60
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