FINANCIAL-SERVICES-CLOUD EXAM DETAILS - EXAM FINANCIAL-SERVICES-CLOUD QUESTIONS FEE

Financial-Services-Cloud Exam Details - Exam Financial-Services-Cloud Questions Fee

Financial-Services-Cloud Exam Details - Exam Financial-Services-Cloud Questions Fee

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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is a professional certification exam that validates the skills and knowledge of professionals in the finance industry who use Salesforce. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is designed to assess the skills and knowledge of professionals who work with Salesforce Financial Services Cloud (FSC) to manage customer relationships, financial products, and services.

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Exam Financial-Services-Cloud Questions Fee - Financial-Services-Cloud Exam Questions Answers

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q135-Q140):

NEW QUESTION # 135
Which three of these statements are true for Rollup By Lookup (RBL) in FSC?

  • A. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
  • B. Salesforce does not recommend or provide support for creation or customization of FSC RBL rules.
  • C. Rollup By Lookup (RBL) do not require a lot of processing power.
  • D. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
  • E. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels.

Answer: A,B,D


NEW QUESTION # 136
A wealthy client owns a boutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

  • A. Account object - Business record type
  • B. Contact object
  • C. Account object - Household record type
  • D. Account Account Relationship object
  • E. Account Contact Relationship object

Answer: A,C,D


NEW QUESTION # 137
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

  • A. Referrals Rollups
  • B. Group Member Referrals
  • C. Referral Group Process Builder
  • D. Referral Scoring

Answer: A

Explanation:
Explanation
Referrals Rollups is a feature that enables users to see all the referrals for the members of a group, such as a branch or a team. It also allows users to filter referrals by status, priority, or owner.


NEW QUESTION # 138
Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

  • A. Contact
  • B. Lead
  • C. Account
  • D. Opportunity
  • E. Residential Loan Application

Answer: C,D,E

Explanation:
The following records support Document Checklist Items out of the box in Financial Services Cloud:
Account: An Account is a record that represents a person or an organization that has a business relationship with your company. You can use Document Checklist Items to request and track documents from your account holders, such as identity proofs, tax forms, or contracts.
Residential Loan Application: A Residential Loan Application is a record that represents a request for a loan to purchase or refinance a residential property. You can use Document Checklist Items to request and track documents from your loan applicants, such as income statements, credit reports, or property appraisals.
Opportunity: An Opportunity is a record that represents a potential sale or deal for your products or services. You can use Document Checklist Items to request and track documents from your opportunity owners, such as proposals, quotes, or agreements. Verified Reference: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4


NEW QUESTION # 139
Which two statements are true for a Group in Financial Services Cloud?

  • A. Financial Services Cloud includes a group record type for households
  • B. Financial Services Cloud includes a group record type for businesses
  • C. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
  • D. A group is a type of account record that people and businesses can be related to through the account contact relationship object.

Answer: A,D

Explanation:
Explanation
The following statements are true for a Group in Financial Services Cloud:
Financial Services Cloud includes a group record type for households, which is a record type that represents a collection of individuals who share financial goals, such as family members or roommates.
A group is a type of account record that people and businesses can be related to through the account contact relationship object, which is a junction object that links an account to a contact or an individual and defines their role or relationship with that account.


NEW QUESTION # 140
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