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Financial-Services-Cloud Study Tool - Financial-Services-Cloud Test Torrent & Salesforce Financial Services Cloud (FSC) Accredited Professional Guide Torrent
This is a Salesforce Financial-Services-Cloud practice exam software for Windows computers. This Financial-Services-Cloud practice test will be similar to the actual Financial-Services-Cloud exam. If user wish to test the Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) study material before joining TestKingFree, they may do so with a free sample trial. This Financial-Services-Cloud Exam simulation software can be readily installed on Windows-based computers and laptops. Since it is desktop-based Financial-Services-Cloud practice exam software, it is not necessary to connect to the internet to use it.
The Salesforce Financial-Services-Cloud Exam is known to be challenging, so candidates are advised to invest in resources to prepare for it. These resources can include official Salesforce training courses, various online study resources, and practice tests. A thorough understanding of Salesforce's terminology, functions, and features is essential to passing the exam.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Latest Exam Preparation & Financial-Services-Cloud Free Study Guide & Salesforce Financial Services Cloud (FSC) Accredited Professional exam prep material
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The FSC Accredited Professional Certification Exam is ideal for professionals who want to specialize in the financial services industry and wish to expand their knowledge and skills in Salesforce Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is particularly relevant for professionals working in the financial services sector, including banking and insurance professionals, financial advisors, and wealth managers.
Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is a highly sought-after designation for professionals in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is designed to validate the skills and knowledge required to implement and use the Salesforce Financial Services Cloud platform effectively. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is challenging and requires extensive preparation, but the benefits of earning this designation are well worth the effort.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q68-Q73):
NEW QUESTION # 68
A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?
- A. Roll-up Summaries
- B. Action Plans
- C. Financial Accounts
- D. Omni Scripts
Answer: B,D
NEW QUESTION # 69
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. Person Account
- B. Contact-Contact Relationship
- C. Account Contact Relationship
- D. Account Account Relationship
Answer: D
Explanation:
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 # 70
Lake Tahoe Bank would like to restrict their FSC users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can a SF implement such a requirement?
(1 correct answer)
- A. Remove the relevant permissions from the User Profile
- B. Create custom sharing rules on the Milestone object
- C. Leverage Hide Sensitive Life Event Types & Business Milestone Types
- D. Use FLS on Milestones
Answer: C
NEW QUESTION # 71
Which three insurance processes are managed by the Policy Administration component?
- A. Payments
- B. Commissions
- C. Endorsements
- D. Approvals
- E. Underwriting
Answer: A,C,D
Explanation:
The following insurance processes are managed by the PolicyAdministration component:
Payments: Payments are the amounts that a policyholder pays to an insurance company for a policy or a claim. You can use the Policy Administration component to manage the payment schedules, methods, and statuses for your policiesand claims. You can also use the Policy Administration component to integrate with external payment systems and track the payment transactions and balances for your policies and claims.
Approvals: Approvals are the processes that an insurance company follows to review and authorize a policy or a claim. You can use the Policy Administration component to configure and automate the approval workflows, rules, and criteria for your policies and claims. You can also use the Policy Administration component to assign approvers, send notifications, and monitor the approval statuses and histories for your policies and claims.
Endorsements: Endorsements are the changes or modifications that a policyholder requests or an insurance company makes to a policy. You can usethe Policy Administration component to manage the endorsement requests, types, and statuses for your policies. You can also use the Policy Administration component to update the policy details, coverages, premiums, or terms based on the endorsements for your policies.
Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10] : Salesforce Help Article [11]
NEW QUESTION # 72
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?
- A. Create custom components to provide a single view of the client.
- B. Link individuals using related contacts to link duplicate client records
- C. Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
- D. Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
- E. Create a custom Person Account hierarchy to link duplicate client records.
Answer: C
NEW QUESTION # 73
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