Helpful Features of Salesforce Financial-Services-Cloud Dumps PDF Format

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Salesforce Financial Services Cloud (FSC) is a cloud-based solution that helps financial services firms to deliver personalized advice and guidance to their clients. The solution is designed to help financial advisors, wealth managers, and private bankers to deepen their relationships with clients and provide them with a more comprehensive view of their finances. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam validates the skills and knowledge of professionals who use FSC to deliver these services.

To become a Salesforce Financial Services Cloud Accredited Professional, candidates must have a strong understanding of the financial services industry, as well as experience working with Salesforce's FSC platform. Financial-Services-Cloud Exam consists of 60 multiple-choice questions that must be completed within 90 minutes. To pass the exam, candidates must score a minimum of 68%, which demonstrates their ability to effectively implement FSC solutions for their clients.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q144-Q149):

NEW QUESTION # 144
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?

A. Family Members Component
B. Group Members Component
C. Actionable Relationship Center
D. Life Events Component
E. Relationship Map

Answer: B,C,E

Explanation:
Explanation
The following options are available to view and update Account-Account, Account-Contact, and Contact-Contact Relationships in Financial Services Cloud:
Actionable Relationship Center: This is a Lightning component that displays a list of all the relationships for a client or a group. You can use it to view, create, edit, and delete relationships.
Relationship Map: This is a Lightning component that displays a graphical representation of all the relationships for a client or a group. You can use it to visualize and navigate the relationship network.
Group Members Component: This is a Lightning component that displays a list of all the members of a group. You can use it to view, add, and remove group members. Verified References: : Salesforce Financial Services Cloud User Guide, page 34. : Salesforce Financial Services Cloud User Guide, page
36. : Salesforce Financial Services Cloud User Guide, page 38.

NEW QUESTION # 145
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

A. Referral Group Process Builder
B. Referrals Rollups
C. Referral Scoring
D. Group Member Referrals

Answer: B

Explanation:
Referrals Rollups is a feature that enables users to see all the referrals for the members of a group, such as a branch or a team. It also allows users to filter referrals by status, priority, or owner.

NEW QUESTION # 146
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A. Capture the majority owner as parent account using Account hierarchy
B. Link multiple owners to the business entity as a Group
C. Leverage Groups to capture the majority owner and Account hierarchy to capture minority owner
D. Add the Business record type to the Group record type mapper
E. Enable Relationship Group Hierarchy in Custom Metadata

Answer: B,C,D

Explanation:
Explanation
To capture and display commercial customers and their parent companies, Lake Tahoe Bank SF Admin can use the following steps:
Add the Business record type to the Group record type mapper, which is a custom metadata type that defines which record types can be added as members of a group1.
Leverage Groups to capture the majority owner of a commercial customer, which is a business entity that has a stake in another business entity1. Groups are a feature that allows users to create and manage household and business relationships1.
Use Account hierarchy to capture minority owners of a commercial customer, which are business entities that have less than 50% stake in another business entity2. Account hierarchy is a feature that allows users to see how accounts are related to each other in a parent-child relationship2.
Link multiple owners to the business entity as a Group, which allows users to see all the stakeholders of a commercial customer in one place1

NEW QUESTION # 147
Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
What should the sales representative do to ensure the marketing team can access the opportunity?

A. Add the public group to an opportunity queue.
B. Manually share the record with the public group.
C. Add the public group to the opportunity team.
D. Change the opportunity owner to the public group.

Answer: B

NEW QUESTION # 148
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

A. Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
B. Setup > Custom Code > Static Resources
C. Setup > User Interface > icons > Life Events and Business Milestones
D. Setup > Financial Services > Icons > Life Events and Business Milestones

Answer: B

Explanation:
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 58.

NEW QUESTION # 149
......

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Helpful Features of Salesforce Financial-Services-Cloud Dumps PDF Format

Interactive Financial-Services-Cloud Practice Exam | Financial-Services-Cloud Exam Brain Dumps

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q144-Q149):