LATEST SALESFORCE FINANCIAL-SERVICES-CLOUD MATERIAL, FINANCIAL-SERVICES-CLOUD QUESTIONS PDF

Latest Salesforce Financial-Services-Cloud Material, Financial-Services-Cloud Questions Pdf

Latest Salesforce Financial-Services-Cloud Material, Financial-Services-Cloud Questions Pdf

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Tags: Latest Financial-Services-Cloud Material, Financial-Services-Cloud Questions Pdf, New Financial-Services-Cloud Dumps Questions, Download Financial-Services-Cloud Pdf, Financial-Services-Cloud Guide

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It is difficult to get the Financial-Services-Cloud certification for you need have extremely high concentration to have all test sites in mind. Our Financial-Services-Cloud learning questions can successfully solve this question for the content are exactly close to the changes of the real exam. When you grasp the key points, nothing will be difficult for you anymore. Our professional experts are good at compiling the Financial-Services-Cloud training guide with the most important information. Believe in us, and your success is 100% guaranteed!

Salesforce Financial-Services-Cloud platform is constantly evolving, and as such, it is important for financial professionals to stay up-to-date with the latest developments. One way to demonstrate expertise in this area is by becoming a Salesforce Financial Services Cloud (FSC) Accredited Professional. This accreditation is awarded to individuals who have demonstrated their knowledge and proficiency in using the platform to manage financial services.

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Financial-Services-Cloud Questions Pdf, New Financial-Services-Cloud Dumps Questions

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q58-Q63):

NEW QUESTION # 58
A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

  • A. Create a new referral record type mapper record.
  • B. Assign the record type to users.
  • C. Update the lead page layout.
  • D. Create a new record type Referral' on the Lead object.
  • E. Create a custom Referral object.

Answer: B,C,D

Explanation:
The following steps should be taken by the administrator to configure Financial Services Cloud correctly based on the scenario:
Assign the record type to users. You need to assign the new record type to the user profiles or permission sets that need to create or access referrals of that type. You can assign record types by going to Setup > Profiles > Object Settings > Leads > Record Types or Setup > Permission Sets > Object Settings > Leads > Record Types.
Create a new record type Referral' on the Lead object. You need to create a new record type on the Lead object and name it Referral. You can use this record type to distinguish referrals from other types of leads and apply different page layouts, business processes, or validation rules for referrals.
Update the lead page layout. You need to update the page layout for the Referral record type and add or remove fields according to the requirements. You can also make some fields required or read-only on the page layout level. You can edit page layouts by going to Setup > Object Manager > Lead > Page Layouts. Verified Reference: : Salesforce Help Article 3 : Salesforce Help Article [4] : Salesforce Help Article [5]


NEW QUESTION # 59
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?

  • A. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
  • B. Enable the 'Enable Rollup Summary' in custom settings
  • C. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.
  • D. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.
  • E. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.

Answer: A,C

Explanation:
Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases. You can use RBL to roll up financial data to all joint owners' primary households by doing the following:
Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.
Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account Role field on the Account Contact Relationship object. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 75.


NEW QUESTION # 60
How should developers configure customized nodes for display in ARC?

  • A. Select Use LWC from the node Display tab to show the node in a Lightning Web Component
  • B. Reference the FlexCard in the Display properties of the custom ARC relationship graph
  • C. Select Use FlexCard from the node Display tab to show the node in a FlexCard
  • D. Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph

Answer: D

Explanation:
To configure customized nodes fordisplay in ARC, developers should reference the Lightning Web Component in the Display properties of the custom ARC relationship graph. A Lightning Web Component is a custom framework for creating reusable web components that run natively in browsers andleverage modern web standards. A custom ARC relationship graph is a metadata type in Financial Services Cloud that defines how account-account relationships are displayed in ARC, such as node shape, color, size, label, or icon. You can use Lightning Web Components and custom ARC relationship graphs to create customized nodes for ARC that show additional information or functionality for each account. Verified References: : Salesforce Help Article [9] : Salesforce Help Article [10]


NEW QUESTION # 61
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?

  • A. 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.
  • B. 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.
  • C. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
  • D. Life Events can not be displayed on the Household level of the Account Record.

Answer: A,C


NEW QUESTION # 62
Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

  • A. Skip Non-Work Days for Action Plans
  • B. Skip Non-Work Days For Tasks
  • C. Skip Non-Work Days for Deadlines
  • D. Sync with Company Calendar

Answer: C

Explanation:
Explanation
The setting in Action Plans that helps to avoid non working hours, company holidays, and other non working days for deadline calculation is Skip Non-Work Days for Deadlines. This is a custom setting that determines whether to exclude non work days when calculating the due date for action plan items based on the action plan item template duration. By enabling this setting, the Admin can ensure that the deadlines are realistic and achievable


NEW QUESTION # 63
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