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Download The Exam Financial-Services-Cloud Objectives, Pass The Salesforce Financial Services Cloud (FSC) Accredited Professional
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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is designed to assess the expertise of professionals in using the Salesforce platform for financial services. Financial-Services-Cloud exam focuses on the use of Salesforce Financial Services Cloud to manage customer relationships, financial accounts, and financial products. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is ideal for professionals in the financial services industry who are looking to enhance their skills and knowledge of the Salesforce platform.
To become certified, candidates must pass a 90-minute online exam consisting of 60 multiple-choice questions. Financial-Services-Cloud exam covers various topics related to financial services, including client onboarding, financial accounts and transactions, financial planning, and compliance and security. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is valid for two years and requires candidates to complete maintenance modules to keep up with the latest industry trends.
Salesforce Financial-Services-Cloud (FSC) Accredited Professional Exam is designed for professionals who want to demonstrate their expertise in using Salesforce's Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is ideal for professionals who want to work in the financial services industry and want to demonstrate their knowledge of Salesforce's specialized tools and features in this domain.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q164-Q169):
NEW QUESTION # 164
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
- A. Setup > Custom Code > Static Resources
- B. Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
- C. Setup > User Interface > icons > Life Events and Business Milestones
- D. Setup > Financial Services > Icons > Life Events and Business Milestones
Answer: A
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 # 165
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?
- A. Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
- B. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the Business Milestone object
- C. Remove the Event or Milestone from the Lightning Component in the Developer Console.
- D. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
Answer: D
NEW QUESTION # 166
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
- A. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
- B. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
- C. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
- D. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
Answer: B
NEW QUESTION # 167
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)
- A. Assign the Individual record type to the user profiles.
- B. Assign the Person Account record type to the user profiles.
- C. Remove Person Account record types from the Individual Record Type Mapper.
- D. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
- E. Disable the Person Account custom setting.
Answer: A,C,D
Explanation:
The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:
Log a case with Salesforce to perform the conversion from Person Accounts to the individual model. You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model. This is an irreversible process that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before requesting the conversion in production.
Remove Person Account record types from the Individual Record Type Mapper. You need to remove any Person Account record types that are mapped to Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup > Financial Services Settings > Individual Record Type Mapper.
Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access Individual records. The Individual record type is a standard record type on the Account object that represents an individual person who is not directly related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings > Accounts > Record Types. Verified Reference: : Salesforce Help Article 5 : Salesforce Help Article 6 : Salesforce Help Article 7
NEW QUESTION # 168
The support team at Universal Containers wants to be more proactive about renewing support plans with customers. They would like the support representative dedicated to each account to be notified a month before the account`s support plan expires.
What should an administrator configure to meet this requirement?
- A. Auto-Response rule
- B. Assignment rule
- C. Workflow rule
- D. Escalation rule
Answer: C
NEW QUESTION # 169
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