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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam covers a range of topics related to FSC, including configuring and customizing FSC, managing customer relationships, managing financial products and services, and using FSC for reporting and analytics. Financial-Services-Cloud Exam is designed to assess the skills and knowledge of professionals who work with FSC on a daily basis and who are responsible for delivering financial services to clients.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q46-Q51):

NEW QUESTION # 46
What actions can a Wealth Advisor take from the Life Events card7

A. Create Case
B. Create Opportunity
C. Create Lead & Referral
D. Open an Account
E. Request Record Approval

Answer: B,C,E

Explanation:
Explanation
From the Life Events card, a Wealth Advisor can take the following actions:
Create Lead & Referral: This action creates a lead record for a new prospect or a referral record for an existing client based on the life event information.
Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards.
Create Opportunity: This action creates an opportunity record to track the potential revenue from the life event. Verified References: : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 31. : Salesforce Financial Services Cloud User Guide, page
32.

NEW QUESTION # 47
How can you set up Referral creation?

A. As a Flow
B. On a Community
C. As a standard action
D. As a global action

Answer: B,C,D

NEW QUESTION # 48
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A. EnsureRollUpByLookup Configuration is Active
B. Ensure the Primary Group flag in the Account record is checked.
C. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
D. Ensure the reported Household is the Primary Group for the member
E. Ensure that the member is the Primary Member in that Household

Answer: A,D

Explanation:
To troubleshoot the issue of Financial Account Balances not adding up to the Financial Summary field in the related Household, the Admin should take the following steps:
Ensure RollUpByLookup Configuration is Active, which is a custom setting that enables or disables the Rollup By Lookup (RBL) feature. RBLis a feature that allows users to aggregate data from financial accounts and display it at the client and group levels1.
Ensure the reported Household is the Primary Group for the member, which is a field on the Account object that indicates whether an account is the primary group for a contact or an individual. The primary group determines which financial summary fields are displayed on the contact or individual page2. Verified References: 12

NEW QUESTION # 49
An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

A. Install an Insurance Data AppExchange package.
B. Create an Action Plan Template for capturing beneficiary data and payment information.
C. Provide a better user interface by building Lightning web components for beneficiary data and payment information.
D. Utilize Insurance Flow Templates.

Answer: D

Explanation:
Explanation
A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.
References:
[Insurance Flow Templates]
[Customize Insurance Flows]

NEW QUESTION # 50
An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?

A. Events
B. Notes
C. Interaction Summary
D. Engagement Interaction

Answer: C

Explanation:
Explanation
Interaction Summary is the Financial Services Cloud feature that should be recommended in this scenario.
Interaction Summary is a standard object that represents a summary of an interaction with a client or a group of clients. It allows the user to capture meeting notes, specify confidentiality level, link related records, and associate interaction participants. Interaction Summary can be created from the Interaction Summary component on a record page or from the New Interaction Summary action on a list view or related list.
References: [Interaction Summary Object], [Create an Interaction Summary]

NEW QUESTION # 51
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Financial-Services-Cloud Latest Braindumps Files | Financial-Services-Cloud New Braindumps

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q46-Q51):

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