EXPERTLY-RESEARCHED SALESFORCE FINANCIAL-SERVICES-CLOUD PDF QUESTIONS FROM VCE4PLUS

Expertly-Researched Salesforce Financial-Services-Cloud PDF Questions from VCE4Plus

Expertly-Researched Salesforce Financial-Services-Cloud PDF Questions from VCE4Plus

Blog Article

Tags: Latest Financial-Services-Cloud Test Notes, Exam Financial-Services-Cloud Tutorials, Exam Financial-Services-Cloud Fees, Financial-Services-Cloud Guaranteed Success, New Financial-Services-Cloud Exam Vce

BONUS!!! Download part of VCE4Plus Financial-Services-Cloud dumps for free: https://drive.google.com/open?id=1KEGRWjZhDkrNjZOBYf_ApD11bKrKUVLH

When we get into the job, our Financial-Services-Cloud training materials may bring you a bright career prospect. Companies need employees who can create more value for the company, but your ability to work directly proves your value. Our Financial-Services-Cloud certification guide can help you improve your ability to work in the shortest amount of time, for more promotion opportunities and space for development. Believe it or not that up to you, our Financial-Services-Cloud Training Materials are powerful and useful, it can solve all your stress and difficulties in reviewing the Financial-Services-Cloud exams.

The Salesforce Financial-Services-Cloud Exam covers various topics such as setting up the Financial Services Cloud, working with clients, managing financial accounts and data, and using the platform to provide financial advice and guidance. Financial-Services-Cloud exam also tests the candidate’s ability to customize the platform to meet the needs of their clients and to create reports and dashboards to help clients make informed financial decisions.

Obtaining the Salesforce Financial Services Cloud (FSC) Accredited Professional Certification demonstrates a high level of expertise in the FSC platform, and can lead to increased career opportunities and higher salaries. It is also an indication to employers that the candidate has the skills and knowledge required to effectively manage the FSC platform, and can be trusted to implement and manage the platform in a professional and efficient manner.

>> Latest Financial-Services-Cloud Test Notes <<

Exam Salesforce Financial-Services-Cloud Tutorials | Exam Financial-Services-Cloud Fees

Beyond knowing the answer, and actually understanding the Financial-Services-Cloud test questions puts you one step ahead of the test. Completely understanding a concept and reasoning behind how something works, makes your task second nature. Your Financial-Services-Cloud test questions will melt in your hands if you know the logic behind the concepts. Any legitimate Financial-Services-Cloud Test Questions should enforce this style of learning - but you will be hard pressed to find more than a Financial-Services-Cloud test questions anywhere other than VCE4Plus.

Salesforce FSC Accredited Professional certification exam covers a wide range of topics, including financial services industry trends, client management, and financial planning. Financial-Services-Cloud Exam also includes questions on Salesforce Financial Services Cloud platform features, such as financial accounts, opportunities, and activities. To pass the exam, candidates must demonstrate a deep understanding of these topics and their application in real-world scenarios.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q25-Q30):

NEW QUESTION # 25
A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer a high level of customization to boost user productivity?

  • A. Assign the Custom Field Set To a Lightning component.
  • B. Create and assign the Cuslhm Field Set permission set to all users.
  • C. Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.
  • D. Create a new type of person account so trust group details roll down to the beneficiaries level.
  • E. Assign the Custom Field Set to the Financial Summary component.

Answer: A,C,E

Explanation:
Explanation
The following steps should be taken by the consultant to offer a high level of customization to boost user productivity for the wealth management division:
Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers. A Custom Field Set is a construct in Financial Services Cloud that allows you to define a collection of fields that can be displayed in a Lightning component, such as the Financial Summary or the Financial Account List. You can use Custom Field Sets to customize the fields that are relevant for different user groups or business scenarios, without modifying the underlying data model or page layout. You can create a Custom Field Set by going to Setup > Object Manager > Financial Account > Field Sets and adding or removing fields according to your requirements.
Assign the Custom Field Set to the Financial Summary component. The Financial Summary component is a Lightning component that displays aggregated financial data for a selected record, such as an account, contact, or opportunity. You can use the Financial Summary component to provide a holistic view of your client's financial situation and goals. You can assign a Custom Field Set to the Financial Summary component by using the Lightning App Builder and selecting the Custom Field Set from the Component Properties panel.
Assign the Custom Field Set To a Lightning component. A Lightning component is a reusable unit of user interface that can be added to any Lightning page, such as record pages, app pages, or Home pages.
You can use Lightning components to enhance the functionality and user experience of your pages. You can assign a Custom Field Set to a Lightning component by using the Lightning App Builder and selecting the Custom Field Set from the Component Properties panel. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3


NEW QUESTION # 26
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

  • A. Action Plans create repeatable tasks and automate the task sequences when executed
  • B. Action Plans can automatically schedule the next appointment with the Advisor.
  • C. When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record.
  • D. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
  • E. Action Plans can speed up the collection of a list of documents needed for the loan application

Answer: A,C,D

Explanation:
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record. Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.


NEW QUESTION # 27
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

  • A. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
  • B. The Flow users require a Flow Permission Set License.
  • C. Use Field Level Security on Milestones
  • D. Flow for Financial Service Cloud is not available for the Individual Object Model.

Answer: C,D

Explanation:
The following considerations should be reviewed before implementing Flow for customer onboarding:
Use Field Level Security on Milestones, which is a setting that controls whether users can view and edit fields on records. The Admin should use Field Level Security to restrict access to the Milestones field on the Flow Template object, which is used to track the progress of customer onboarding flows2.
Flow for Financial Service Cloud is not available for the Individual Object Model, which is an alternative data model that uses the Individual object instead of Person Accounts to store information about people. Flow for Financial Service Cloud only supports Person Accounts as the primary object for customer onboarding flows2. Verified Reference: 2


NEW QUESTION # 28
During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokers should never have access to other brokers' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?

  • A. The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.
  • B. Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.
  • C. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers.
  • D. Brokers should be modeled as Contact and the Broker company should be modeled as Account, even if they're a legal entity '-' individually.

Answer: A,B

Explanation:
The following considerations should be considered regarding the data model for the broker web portal:
The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers. This is because Contacts are records that represent individuals who are associated with an account. By using Contacts, the consultant can capture the personal information of the broker assistants and relate them to their employers. By using Contact to Multiple Accounts features, the consultant can enable a contact to have relationships with multiple accounts and specify different roles and start and end dates for each relationship.
Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group to model their company. This is because Accounts are records that represent business entities or organizations that are involved in business transactions with your company. By using Accounts, the consultant can capture the business information of each broker and treat them as legal entities in Salesforce. By using Contacts, the consultant can capture the personal information of each broker and relate them to their accounts. By using Groups, which are records that represent collections of accounts or contacts that share financial goals or characteristics, the consultant can model the broker company and associate multiple brokers with it


NEW QUESTION # 29
A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. It is Tuesday and it is now 5.01 PM.
Which behavior of the application should the user expect?

  • A. The user will be logged out and any unsaved work-in-progress will be saved
  • B. The user will be able to continue working, but will be unable to start any new sessions
  • C. The user will be able to continue working and start new sessions
  • D. The user will be logged out and any unsaved work-in-progress will be lost

Answer: B


NEW QUESTION # 30
......

Exam Financial-Services-Cloud Tutorials: https://www.vce4plus.com/Salesforce/Financial-Services-Cloud-valid-vce-dumps.html

P.S. Free & New Financial-Services-Cloud dumps are available on Google Drive shared by VCE4Plus: https://drive.google.com/open?id=1KEGRWjZhDkrNjZOBYf_ApD11bKrKUVLH

Report this page