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The FSC Accredited Professional Certification Exam covers a wide range of topics related to Salesforce CRM and financial services, including customer management, financial planning, wealth management, insurance, and banking. Financial-Services-Cloud exam tests your knowledge of Salesforce CRM features and functionalities, such as automation, data management, reporting, and analytics. It also evaluates your understanding of financial services industry-specific regulations, compliance, and best practices.
To become a Salesforce Financial Services Cloud Accredited Professional, individuals must pass an exam that tests their knowledge of the platform and its various features. Financial-Services-Cloud Exam covers topics such as account management, financial planning, and wealth management, as well as general Salesforce knowledge. Those who pass the exam are recognized as experts in using the Salesforce Financial-Services-Cloud platform to manage financial services.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q65-Q70):
NEW QUESTION # 65
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?
- A. Purchase one license of Financial Services Cloud and install it in a production org.
- B. Request a 30-day Financial Services Cloud trial org
- C. Spin up a Salesforce sandbox org.
- D. Request a Salesforce developer org.
Answer: B
Explanation:
Explanation
The best way for the Admin to access a Financial Services Cloud pre-configured org, including data and the right licenses, to learn about the product is to request a 30-day Financial Services Cloud trial org. You can sign up for the 30-day trial using this form 4. You get preconfigured and preloaded sample data so you can start playing around in your new org right away. Once you're done testing it out, you can transition your trial org to a production org with the help of your account executive or solution engineer. Verified References: : Trailhead Module 5
NEW QUESTION # 66
A consultant is configuring a demo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?
- A. The administrator did not enable "Allow Mortgage Access" in Setup.
- B. The Residential Loan Application flow was not enabled in the setup.
- C. The administrator did not assign the Mortgage permission set to the user.
- D. The user does not have "Mortgage User" checked in their user record.
Answer: C
Explanation:
Explanation
The administrator did not assign the Mortgage permission set to the user. The Mortgage permission set is required to access the Residential Loan Application object and its related objects, such as Loan Application Form, Loan Assessment, and Loan Product. Without this permission set, the user cannot create, edit, or view residential loan application records. The administrator can assign the Mortgage permission set to the user from the user detail page in Setup. References: [Mortgage Permission Set], [Residential Loan Application Object]
NEW QUESTION # 67
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?
- A. Create a custom obiect to track client's financial data
- B. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
- C. Use Process Builder to create a workflow to summarize data at the Person Account level.
- D. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
Answer: B
Explanation:
A Primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client. You can use Primary Group to roll up financial data from all the financial accounts that are related to the client or the group. This way, you can get an accurate summary of the client's financial data regardless of how often they change households. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 69.
NEW QUESTION # 68
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?
- A. In a household, each of the household members is modeled as a Person Account and the household is modeled as an Account.
- B. In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
- C. Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
- D. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.
- E. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.
Answer: B,D,E
NEW QUESTION # 69
The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Call to report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?
- A. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
- B. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
- C. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeTe
- D. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
- E. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
Answer: A,B,C
Explanation:
Explanation
The following value outcomes should the company's stakeholders expect from implementing Salesforce Financial Services Cloud (FSC):
Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC. This outcome means that the company improved its customer satisfaction (CSAT) and net promoter score (NPS) metrics by providing customized and relevant interactions with customers, reducing their waiting time by handling cases more efficiently, and offering self-service options through chatbots powered by artificial intelligence.
Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans. This outcome means that the company enhanced its customer onboarding process by speeding up and streamlining the document management and approval workflow using Action Plans, which are features that allow users to create templates for common client processes, such as account opening, loan application, or financial review.
Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page. This outcome means that the company increased its advisor productivity by providing them with a daily task list that shows their priorities and action items, a client life events component that shows important events in their clients' lives, an opportunities component that shows potential sales deals, and an aggregated household information component that shows a holistic view of their clients' financial situation, all on the FSC Home Page
NEW QUESTION # 70
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