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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is a certification program that validates professionals' expertise in financial management and customer relationship management using the Salesforce platform. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is designed for consultants, developers, administrators, and architects who work with financial institutions, insurance companies, wealth management firms, and other financial services providers.

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In addition to the recognition that comes with achieving Salesforce Financial Services Cloud Accredited Professional status, there are also tangible benefits. These include access to exclusive resources and training opportunities, as well as increased job opportunities and salary potential. With the financial services industry becoming increasingly reliant on technology, the demand for professionals with expertise in Salesforce Financial-Services-Cloud is only expected to grow.

Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is a rigorous exam that tests the candidates' knowledge of the FSC platform, their understanding of the financial services industry, and their ability to apply best practices to solve real-world problems. Financial-Services-Cloud Exam covers a wide range of topics, including data modeling, automation, analytics, and security, as well as industry-specific regulations, such as GDPR and FINRA. Passing Financial-Services-Cloud exam requires a deep understanding of the FSC platform, as well as a thorough knowledge of the financial services industry and its unique challenges.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q19-Q24):

NEW QUESTION # 19
How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

A. Assuming there are no other issues, what should happenwhen the administrator uploads the import file?
The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
B. An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
C. Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
D. Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.

Answer: A

Explanation:
In an existing Financial Services Cloud org using the individual account model, custom objects are used to represent other assets, liabilities, and goals. These objects are related to the Account object via lookuprelationships. For example:
The Other Asset object is used to represent non-financial assets owned by an account holder, such as real estate properties, vehicles, or jewelry.
The Other Liability object is used to represent non-financial liabilities owed byan account holder, such as mortgages, loans, or taxes.
The Financial Goal object is used to represent financial objectives pursued by an account holder, such as retirement planning, education funding, or debt reduction. Verified References:
1: Salesforce Help Article [10]
2: Salesforce Help Article [11]
3: Salesforce Help Article [12]

NEW QUESTION # 20
How can you set up Referral creation?

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

Answer: A,B,C

NEW QUESTION # 21
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

A. Utilize Financial Services Clouc flag Templates to flag missing items.
B. Utilize Action Plan and Action INan Template.
C. Utilize Chatter notifications for reminders.
D. Create an after-save trigger to generate reminder tasks.

Answer: B

Explanation:
Explanation
To help onboarding new customers, the consultant should recommend using Action Plan and Action Plan Template. Action Plan is a feature in Financial Services Cloud that allows you to automate and standardize common business processes or service requests, such as customer onboarding, account opening, or loan origination. You can use Action Plan to create templates that define the tasks, owners, and deadlines for each process or request. You can also use Action Plan to enforce task dependencies and completion criteria, so that bankers cannot skip or miss any tasks or move to the next stage of the onboarding process without meeting the requirements. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2

NEW QUESTION # 22
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

A. Use
B. Use Global Action To create Referrals.
C. Write a trigger to create Referrals from a 'Create Referral* button.
D. Use the Case process and create Cases with Case Type 'Referrar'.

Answer: B

Explanation:
Explanation
To speed up and simplify Referral creation in Salesforce, the Admin can use Global Action to create Referrals.
Global Actions are actions that let users create records without leaving their current page or context. By using Global Actions, the Admin can enable Hank to create Referrals from any page in Salesforce, such as Chatter, Home, or Account pages. The Admin can also customize the layout and fields of the Global Action to capture only relevant information for Referrals

NEW QUESTION # 23
What step is required to give users access to the Financial Services Cloud Commercial Banking features?

A. Update the user profiles to give users access to Financial Services Cloud objects
B. Update Industries Settings to give users access to the Commercial Banking Console Lightning app.
C. Install the Commercial Banking Managed Package
D. Assign permission sets to give users access to the Commercial Banking Console Lightning app.

Answer: D

NEW QUESTION # 24
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