QUIZ PASS-SURE FINANCIAL-SERVICES-CLOUD - SALESFORCE FINANCIAL SERVICES CLOUD (FSC) ACCREDITED PROFESSIONAL ONLINE TRAINING MATERIALS

Quiz Pass-Sure Financial-Services-Cloud - Salesforce Financial Services Cloud (FSC) Accredited Professional Online Training Materials

Quiz Pass-Sure Financial-Services-Cloud - Salesforce Financial Services Cloud (FSC) Accredited Professional Online Training Materials

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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Exam is designed to test the knowledge of individuals in the Financial Services Cloud, a Salesforce platform that is specifically designed for financial advisors, insurance agents, and other professionals in the financial sector. Financial-Services-Cloud exam is designed to assess the candidate’s ability to work with the Financial Services Cloud and to provide solutions to clients using the platform.

Salesforce Financial-Services-Cloud is a powerful tool designed specifically for financial professionals. This cloud-based platform helps financial advisors manage their clients' financial portfolios, track their investments, and provide personalized advice based on their unique financial goals. In order to demonstrate proficiency in using FSC, Salesforce offers the FSC Accredited Professional exam.

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Pass4Leader online digital Salesforce Financial-Services-Cloud exam questions are the best way to prepare. Using our Salesforce Financial-Services-Cloud exam dumps, you will not have to worry about whatever topics you need to master. To practice for a Salesforce Financial-Services-Cloud Certification Exam in the software (free test), you should perform a self-assessment.

Salesforce Financial Services Cloud (FSC) is a cloud-based customer relationship management (CRM) solution designed specifically for the financial services industry. It helps financial advisors and institutions to manage their clients' financial portfolios, streamline their operations, and deliver personalized advice and services on any device. The Salesforce FSC Accredited Professional Certification Exam is designed for professionals who are looking to validate their knowledge and expertise in using Salesforce Financial Services Cloud to deliver exceptional customer experiences.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q43-Q48):

NEW QUESTION # 43
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

  • A. Actionable Relationship Center
  • B. Financial Goals
  • C. Aclion Plans
  • D. Flows

Answer: D

Explanation:
The Salesforce feature that should be used for the digital onboarding process is Flows. Flows are a tool that can automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. Flows can also integrate with existing data and prefill fields with information that the bank already has on file, reducing the need to ask the customer for redundant information. Flows can be embedded in Lightning pages, Experience Cloud sites, mobile apps, or websites to provide a seamless and engaging digital onboarding experience. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2


NEW QUESTION # 44
Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

  • A. Einstein Relationship Insights
  • B. Discovery Framework
  • C. Custom Domain
  • D. Lightning Experience for Financial Services Cloud

Answer: C

Explanation:
Reference: OmniScript Basics - Salesforce
Explanation: To use the OmniScript metadata type, the administrator should enable acustom domain in the Salesforce org. A custom domain is a unique URL that replaces the standard Salesforce domain (such as
https://yourcompany.my.salesforce.com) with a branded domain (such as https://yourcompany.force.com). A custom domain allows users to access OmniScripts and other Vlocity features from a web browser or a mobile app. A custom domain also provides enhanced security and performance for the org.
To enable a custom domain, the administrator needs to do the following steps:
From Setup, in the Quick Find box, enter My Domain, then select My Domain.
Enter a subdomain name and check its availability.
Click Register Domain.
After receiving an email confirmation that the domain is ready, click Deploy to Users.


NEW QUESTION # 45
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

  • A. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
  • B. The Salesforce Admin can manage sensitive Life Events using Permission Sets.
  • C. The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
  • D. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.

Answer: C


NEW QUESTION # 46
A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

  • A. Create a new Account Reciprocal Role for the required value.
  • B. Create a new Contact Reciprocal Role for the required value.
  • C. Update the Role picklist on the Account-(?ontact Relationship object with new value.
  • D. Update the Role picklist on the Account-Account Relationship object with new value.

Answer: D

Explanation:
Explanation
To configure Financial Services Cloud to allow users to relate two business accounts, the administrator should update the Role picklist on the Account-Account Relationship object with new value. The Role picklist is a field on the Account-Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The Role picklist is used to filter and display the account-account relationships in the Actionable Relationship Center (ARC). To update the Role picklist, you need to go to Setup > Object Manager > Account-Account Relationship > Fields & Relationships > Role and add or remove values according to your business needs. Verified References: : Salesforce Help Article
[10] : Salesforce Help Article [11]


NEW QUESTION # 47
A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?

  • A. Import Wizard
  • B. Data Loader
  • C. Merge Leads function
  • D. Validation Rules

Answer: A


NEW QUESTION # 48
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