2025 PRACTICE TEST FINANCIAL-SERVICES-CLOUD PDF | EXCELLENT SALESFORCE FINANCIAL SERVICES CLOUD (FSC) ACCREDITED PROFESSIONAL 100% FREE VALID EXAM TOPICS

2025 Practice Test Financial-Services-Cloud Pdf | Excellent Salesforce Financial Services Cloud (FSC) Accredited Professional 100% Free Valid Exam Topics

2025 Practice Test Financial-Services-Cloud Pdf | Excellent Salesforce Financial Services Cloud (FSC) Accredited Professional 100% Free Valid Exam Topics

Blog Article

Tags: Practice Test Financial-Services-Cloud Pdf, Valid Financial-Services-Cloud Exam Topics, Financial-Services-Cloud Testdump, Valid Financial-Services-Cloud Test Answers, Latest Financial-Services-Cloud Training

The product we provide with you is compiled by professionals elaborately and boosts varied versions which aimed to help you learn the Financial-Services-Cloud study materials by the method which is convenient for you. They check the update every day, and we can guarantee that you can get a free update service from the date of purchase. Once you have any questions and doubts about the Financial-Services-Cloud Exam Questions we will provide you with our customer service before or after the sale, you can contact us if you have question or doubt about our exam materials and the professional personnel can help you solve your issue about using Financial-Services-Cloud study materials.

Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is a valuable credential for professionals in the finance industry who use Salesforce. Salesforce Financial Services Cloud (FSC) Accredited Professional certification indicates that the professional has the skills and knowledge necessary to deliver high-quality financial services to clients using FSC. Salesforce Financial Services Cloud (FSC) Accredited Professional certification also demonstrates a commitment to professional development and a dedication to staying current with the latest technologies and trends in the financial services industry.

The Salesforce Financial-Services-Cloud exam covers various topics such as setting up the Financial Services Cloud, working with clients, managing financial accounts and data, and using the platform to provide financial advice and guidance. Financial-Services-Cloud Exam also tests the candidate’s ability to customize the platform to meet the needs of their clients and to create reports and dashboards to help clients make informed financial decisions.

Obtaining the Salesforce Financial Services Cloud (FSC) Accredited Professional Certification demonstrates a high level of expertise in the FSC platform, and can lead to increased career opportunities and higher salaries. It is also an indication to employers that the candidate has the skills and knowledge required to effectively manage the FSC platform, and can be trusted to implement and manage the platform in a professional and efficient manner.

>> Practice Test Financial-Services-Cloud Pdf <<

Valid Financial-Services-Cloud Exam Topics & Financial-Services-Cloud Testdump

The customers can immediately start using the Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) exam dumps of ActualCollection after buying it. In this way, one can save time and instantly embark on the journey of Financial-Services-Cloud test preparation. 24/7 customer service is also available at ActualCollection. Feel free to reach our customer support team if you have any questions about our Financial-Services-Cloud Exam Preparation material.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q106-Q111):

NEW QUESTION # 106
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?

  • A. The Referral Score updated when a referral is convened to an Opportunity or closed.
  • B. The Referral Score updated when a referral is assigned from the queue to a user.
  • C. The Referral Score updated when an opportunity associated with the Referral is Closed Won
  • D. The Referral Score updated when a lead is created using the referral record type.

Answer: A


NEW QUESTION # 107
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

  • A. Custom Relationship Group
  • B. Standard Household
  • C. Account with Record Type = Business
  • D. Contact-Contact Relationship

Answer: A

Explanation:
A Custom Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use it to represent collaborative customer business operations that arenot captured by standard household or account structures. Verified References: :
Salesforce Financial Services Cloud Implementation Guide, page 67.


NEW QUESTION # 108
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

  • A. ARC is certified to work with Person Accounts and Individual Accounts.
  • B. ARC displays up to 5 related lists that have a configured compact layout.
  • C. To enable users to see the ARC, you will need to add the component for ARC to the page layout.
  • D. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
  • E. The Association Type picklist controls the account-account relationship that display in the ARC.

Answer: C,D,E


NEW QUESTION # 109
Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances.
Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?

  • A. Enable person accounts in FS
  • B. Enable a person account in a sandbox.
  • C. Perform a data backup.
  • D. Configure Person Account record types.

Answer: C

Explanation:
The relationships between the parties when the FinancialServices Cloud consultant sets up Rachel's person account should be as follows:
Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member -Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
Reference: Work with Records Unit | Salesforce Trailhead
Explanation: A person account can belong to multiple households, but only one household can be the primary group. The primary group is the household that represents the person account's primary financial relationship.
The primarymember of a household is the person account who is the main contact for that household. A person account can also have other relationships with households, such as beneficiary, trustee, or power of attorney. A household can have related accounts and contacts that are not part of the household, but are associated with it for some reason.


NEW QUESTION # 110
Which three referral metrics are tracked with custom components included in Financial Services Cloud?

  • A. My Approved Referrals
  • B. Web to Lead Referrals
  • C. My Top Referrers
  • D. Expressed interests
  • E. Referrals Assigned to me

Answer: C,D,E

Explanation:
The following referral metrics are tracked with custom components included in Financial Services Cloud:
Expressed interests: This metric shows the number of referrals that have a specific expressed interest, such as a mortgage, a credit card, or a checking account. You can use this metric to understand the customer needs and interests that generate the most referrals.
My Top Referrers: This metric shows the top referrers who have created referrals for you, ranked by the number of referrals and the conversion rate. You can use this metric to identify and appreciate your best sources of business.
Referrals Assigned to me: This metric shows the number of referrals that are assigned to you and their status, such as New, In Progress, or Closed. You can use this metric to monitor and manage your referral pipeline and prioritize your follow-up actions. Verified Reference: : Salesforce Financial Services Cloud User Guide, page 40. : Salesforce Financial Services Cloud User Guide, page 41. : Salesforce Financial Services Cloud User Guide, page 42.


NEW QUESTION # 111
......

Different from the common question bank on the market, Financial-Services-Cloud exam guide is a scientific and efficient learning system that is recognized by many industry experts. In normal times, you may take months or even a year to review a professional exam, but with Financial-Services-Cloud exam guide you only need to spend 20-30 hours to review before the exam. And with Financial-Services-Cloud learning question, you will no longer need any other review materials, because our study materials already contain all the important test sites. At the same time, Financial-Services-Cloud Test Prep helps you to master the knowledge in the course of the practice. And at the same time, there are many incomprehensible knowledge points and boring descriptions in the book, so that many people feel a headache and sleepy when reading books. But with Financial-Services-Cloud learning question, you will no longer have these troubles.

Valid Financial-Services-Cloud Exam Topics: https://www.actualcollection.com/Financial-Services-Cloud-exam-questions.html

Report this page