2023 Updated Verified Pass Financial-Services-Cloud Study Guides & Best Courses [Q39-Q61]

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2023 Updated Verified Pass Financial-Services-Cloud Study Guides & Best Courses

Ultimate Guide to the Financial-Services-Cloud – Latest Edition Available Now

Salesforce FSC Accredited Professionals are in high demand, given the growing need for digital transformation in the financial services industry. The certification can help professionals stand out from the competition and increase their earning potential. It also provides access to a community of like-minded professionals who can share knowledge and best practices for leveraging the Salesforce platform in the financial services industry.

NO.39 Can Household be a part of a Group in Financial Services Cloud?

Yes

NO.40 How can a system administrator restrict users from viewing certain fields in list views, searches, page layouts and reports?

Set the field to hidden on the user role

Remove the field from page layouts

Set the field to hidden using field-level security

Remove the field from reports and list views

NO.41 How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?

Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.

Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the Business Milestone object

Remove the Event or Milestone from the Lightning Component in the Developer Console.

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.

NO.42 Lake Tahoe Bank branch manager Sue Berry 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?

Action Plans can be used to schedule appointments with the Bankers.

Action Plans can be used to automatically assign task owners and deadlines for specific client engagements.

Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance.

When you work with Action Plans, you first create Action Plan Templates.

Action Plans require a monthly license fee per user

NO.43 What tab setting on a profile makes a tab NOT accessible on the All Tabs page or visible in any apps?

Read-Only

Default On

Default Off

Tab Hidden

NO.44 The VP of sales at universal containers requested that “Verbal Agreement” be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users.
What should the administrator do?

Ensure the limit of 10 stage values was not exceeded

Ensure the new value was marked as active

Add the new value to the appropriate record type

Add the new value to the appropriate sales process

NO.45 Lake Tahoe Bank would like to restrict their FSC users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can a SF implement such a requirement?
(1 correct answer)

Remove the relevant permissions from the User Profile

Leverage Hide Sensitive Life Event Types & Business Milestone Types

Use FLS on Milestones

Create custom sharing rules on the Milestone object

NO.46 How can a sales user relate an opportunity to a campaign? (2 answers)

Use the campaign hierarchy related list on the opportunity.

Select the primary campaign source for the opportunity.

Use the campaign influence related list on the opportunity.

Select the campaign record type when creating the opportunity.

NO.47 A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts.
How should an administrator meet this requirement?

Create an escalation rule based on the opportunity amount.

Create the workflow rule on opportunity object.

Create an auto-response rule on the opportunity amount.

Create a validation rule that evaluates the account rating

NO.48 What relationship can be selected in a custom report type where accounts is the primary object and contacts is the related object? (2 Answers)

Each account may or may not have related contacts.

Each account must have a related account

Each contact may or may or may not have a related account.

Each account must not have related contacts

NO.49 What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

The managed extension package for intelligent Need-Based Referrals and Scoring

Einstein Analytics for Financial Services

The unmanaged extension package for Intelligent Need-Based Referrals and Scoring

Salesforce CRM Dashboards

NO.50 Which field settings can you control in the Page Layout Editor? (3 answers)

Dependent

Required

Controlling

Read only

Visible

NO.51 What can be transferred from one user to another user during mass transfer of account records? (3 answers)

Closed activities

Open cases

Closed cases

Open activities

Related custom object records

NO.52 The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud org. The Admin can control whether Rollup By Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the Admin wants to disable rollups to speed up data loading. Where in Salesforce would the Admin temporarily disable rollups to accelerate uploads?

Object Settings

Company Settings

App Manager

Custom Settings

NO.53 True or False? A button to “Open Relationship Center” can be added to Account, Contact and Opportunity page layouts.

True

False

NO.54 Which tool to use to import data exceeding 50,000?

Data Import Wizard

Data Loader

NO.55 A marketing user has received a file of leads to import. What tool can be used to avoid duplicate leads?

Merge Leads function

Validation Rules

Data Loader

Import Wizard

NO.56 Lake Tahoe Bank’s System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

Lead Routing

Web to-Lead

Lead Assignment Rules

Lead Approval

Einstein Lead Scoring

NO.57 Relationship Management enables you to (Check the 3 that apply)

Define who are the members of a Relationship Group.

Define the Role of the Member of the group

Display Financial Holding Data

Define Primary Group for a Member

NO.58 What must an administrator do when creating a record type?

Create a new page layout for the record type

Set the field-level security for the record type

Assign the record type to the appropriate profiles

Add the record type to the required user records

NO.59 What are three examples of proper use of Financial Goals?

Measure progress toward paying off a Mortgage.

Tracking money saved each year to pay for a vacation, depending on destination and budget.

Displaying the current amount and percentage of target value for a College Savings Account.

Displaying the amount and percentage of the remaining balance for an Auto Loan.

Measure progress toward a down payment amount for a new home.

NO.60 The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to rollup financial data at the client and group levels? What functionality can Rollup By Lookup (RBL) provide for this requirement?

Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.

Rollups for multiple joint owners are not supported.

When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

An RBL rule displays summary calculations of financial account information, such as account balances.

RBL calculations can’t be disabled when importing data into your Salesforce org.

NO.61 Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

Referral Conversion

Assigning a Referral

Round Robin Referral Routing

Accepting a Referral

Referral Automated Approvals

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The 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. The exam focuses on the use of Salesforce Financial Services Cloud to manage customer relationships, financial accounts, and financial products. The 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 a Salesforce Financial Services Cloud Accredited Professional, candidates must pass the FSC Accredited Professional Exam. This exam consists of multiple-choice questions and covers a wide range of topics related to the Salesforce Financial Services Cloud platform. The certification is an industry-recognized credential that demonstrates a professional’s expertise in the financial services industry and their ability to leverage Salesforce technology to enhance business operations.

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