EXAM SALESFORCE FINANCIAL-SERVICES-CLOUD REVISION PLAN, FINANCIAL-SERVICES-CLOUD LATEST DUMPS

Exam Salesforce Financial-Services-Cloud Revision Plan, Financial-Services-Cloud Latest Dumps

Exam Salesforce Financial-Services-Cloud Revision Plan, Financial-Services-Cloud Latest Dumps

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Tags: Exam Financial-Services-Cloud Revision Plan, Financial-Services-Cloud Latest Dumps, Latest Financial-Services-Cloud Exam Labs, Financial-Services-Cloud New Questions, Financial-Services-Cloud Online Tests

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Salesforce Financial Services Cloud (FSC) is a customer relationship management (CRM) platform designed specifically for financial advisors, insurance agents, and bankers. It helps these professionals manage their clients' financial information, track their interactions, and provide personalized advice. Salesforce FSC is a powerful tool that can help financial institutions improve their customer service, increase productivity, and grow their business.

The FSC Accredited Professional exam is designed to test a candidate's knowledge of the Salesforce Financial-Services-Cloud platform. Financial-Services-Cloud exam covers a wide range of topics, including financial planning, client management, investment tracking, and more. Candidates who pass the exam will earn the FSC Accredited Professional certification, which demonstrates their proficiency in using the platform.

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.

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Financial-Services-Cloud Latest Dumps & Latest Financial-Services-Cloud Exam Labs

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q78-Q83):

NEW QUESTION # 78
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

  • A. Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties
  • B. Setup > Financial Services > Icons > Life Events and Business Milestones
  • C. Setup > User Interface > icons > Life Events and Business Milestones
  • D. Setup > Custom Code > Static Resources

Answer: D

Explanation:
To add custom icons to the Life Events and Business Milestones, you need to upload them as static resources in Setup > Custom Code > Static Resources. You also need to update the Icon Name field on the Life Event and Business Milestone objects to match the name of the static resource. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 58.


NEW QUESTION # 79
Which of the following is NOT an area that Salesforce Financial Services Cloud serves?

  • A. Legal Services
  • B. Asset Management
  • C. Lending Services
  • D. Corporate & Institutional Banking

Answer: A


NEW QUESTION # 80
What feature allows a user to group campaigns within a specific marketing program or initiative?

  • A. Campaign Hierarchy
  • B. Campaign influence
  • C. Campaign lists
  • D. Campaign members

Answer: A


NEW QUESTION # 81
If a client is associated with more than one Household or Group, where will this client's records get rolled up to?

  • A. To the household selected by the advisor for record rollups.
  • B. To the Household where the client is the primary member.
  • C. To the household with the client's primary address.
  • D. To all the parent households and groups

Answer: B


NEW QUESTION # 82
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can support his B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts. Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

  • A. Person Accounts can be merged with Business Accounts in Financial Services Cloud
  • B. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type
  • C. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.
  • D. The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.
  • E. To share a Person Account record the admin will need to create sharing rules Account and Contact objects

Answer: B,C


NEW QUESTION # 83
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