EXAM SAMPLE FINANCIAL-SERVICES-CLOUD QUESTIONS - FINANCIAL-SERVICES-CLOUD PASS RATE

Exam Sample Financial-Services-Cloud Questions - Financial-Services-Cloud Pass Rate

Exam Sample Financial-Services-Cloud Questions - Financial-Services-Cloud Pass Rate

Blog Article

Tags: Exam Sample Financial-Services-Cloud Questions, Financial-Services-Cloud Pass Rate, Training Financial-Services-Cloud For Exam, Financial-Services-Cloud Reliable Study Guide, Test Financial-Services-Cloud Dumps

P.S. Free & New Financial-Services-Cloud dumps are available on Google Drive shared by Exams-boost: https://drive.google.com/open?id=1t1u0GgoBw4WJBjfWFyucRIuDldyGoFS7

The website pages list the important information about our Financial-Services-Cloud real quiz, the exam name and code, the updated time, the total quantity of the questions and answers, the characteristics and merits of the product, the price, the discounts to the client, the details and the guarantee of our Financial-Services-Cloud Training Materials, the contact methods, the evaluations of the client on our product and the related exams. You can analyze the information the website pages provide carefully before you decide to buy our Financial-Services-Cloud real quiz

To become a Salesforce FSC Accredited Professional, candidates must pass a 60-question multiple-choice exam, which lasts for 105 minutes. Financial-Services-Cloud Exam is administered by Salesforce and can be taken at any of the authorized testing centers or remotely online. Candidates must achieve a passing score of 68% to receive the certification.

Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who want to demonstrate their expertise in the Salesforce FSC platform. The FSC platform is a comprehensive solution for financial advisors, wealth managers, and insurance providers to manage their client relationships, investments, and policies. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is intended for those who have experience in financial services and want to expand their knowledge and skills in using Salesforce FSC to better serve their clients.

>> Exam Sample Financial-Services-Cloud Questions <<

Financial-Services-Cloud Pass Rate | Training Financial-Services-Cloud For Exam

With the best quality and high accuracy, our Financial-Services-Cloud vce braindumps are the best study materials for the certification exam among the dumps vendors. Our experts constantly keep the pace of the current exam requirement for Financial-Services-Cloud Actual Test to ensure the accuracy of our questions. The pass rate of our Financial-Services-Cloud exam dumps almost reach to 98% because our questions and answers always updated according to the latest exam information.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q162-Q167):

NEW QUESTION # 162
Where do you enable Enable Multiple Relationship Groups?

  • A. Lighting Page Editor
  • B. Object Settings
  • C. Custom Settings

Answer: C


NEW QUESTION # 163
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

  • A. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
  • B. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
  • C. When you work with Action Plans, you first create Action Plan Templates
  • D. Action Plans can be used to schedule appointments with the Bankers
  • E. Action Plans require a monthly license fee per user

Answer: A,B,C

Explanation:
The following statements about Action Plans are true:
When you work with Action Plans, you first create Action Plan Templates, which are reusable sets of tasks that define a common client process1.
Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance. Users can use standard report types or custom report types to create reports on action plans, action plan templates, action plan items, action plan item templates, and action plan item owners1.
Action Plans can be used to automatically assign task owners and deadlines for specific client engagements. Users can specify task owners by using assignment logic such as specific user, role, queue, action plan creator, or account team1. Verified Reference: 1


NEW QUESTION # 164
Universal containers set the organization-wide defaults for cases to private. When a case is escalated, case ownership changes to Tier 2 support agent.
How can a system administrator give the sales operation team read/write access to all escalated cases?

  • A. Create a case escalation rule.
  • B. Create a case assignment rule.
  • C. Create a criteria-based sharing rule.
  • D. Create an ownership-based sharing rule.

Answer: C


NEW QUESTION # 165
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

  • A. Sharing rules have not been set up for reciprocal roles.
  • B. The user should be using the Member Relationship button under the Actionable Relationship Center.
  • C. Reciprocal roles have not been created in the org.
  • D. The user should be using the Edit Group button to access reciprocal roles.

Answer: C,D


NEW QUESTION # 166
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 the Financial Summary component.
  • B. Assign the Custom Field Set To a Lightning component.
  • 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. Create and assign the Cuslhm Field Set permission set to all users.

Answer: A,B,C

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 Reference: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3


NEW QUESTION # 167
......

our Salesforce Financial-Services-Cloud actual exam has won thousands of people's support. All of them have passed the exam and got the certificate. They live a better life now. Our Financial-Services-Cloud study guide can release your stress of preparation for the test. Our Financial-Services-Cloud Exam Engine is professional, which can help you pass the exam for the first time.

Financial-Services-Cloud Pass Rate: https://www.exams-boost.com/Financial-Services-Cloud-valid-materials.html

DOWNLOAD the newest Exams-boost Financial-Services-Cloud PDF dumps from Cloud Storage for free: https://drive.google.com/open?id=1t1u0GgoBw4WJBjfWFyucRIuDldyGoFS7

Report this page