Ideal Salesforce Financial-Services-Cloud Exam Dumps [Updated 2025] For Quick Success

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q135-Q140):

NEW QUESTION # 135
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A. The Admin can change the color of important life events to red.
B. The Admin can customize the order of life events to be set in chronological order.
C. The user can change the color of important life events to red.
D. The user can customize the order of life events to be set in chronological order

Answer: D

NEW QUESTION # 136
A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
B. Word document telling the story of the process from the user's perspective
C. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
D. A Powerpoint deck wftJscreenshots of the current systems and callouts to what is happening on each slide

Answer: C

Explanation:
Explanation
To document the current state business process for implementing Salesforce Financial Services Cloud, the consultant should create an end-to-end visual map of the process using personas, systems, inputs, and outcomes. A visual map is a tool that can help illustrate the flow of a business process from start to finish, showing the steps, decisions, and dependencies involved in each stage. A visual map can also include personas, systems, inputs, and outcomes to provide more context and detail for each step of the process.
Personas are fictional characters that represent the different roles or users that participate in or interact with the process. Systems are the tools or applications that are used to perform or support the process. Inputs are the data or information that are required or provided for each step of the process. Outcomes are the results or outputs that are achieved or delivered by each step of the process. Verified References: : Salesforce Help Article 3 : Salesforce Help Article [4]

NEW QUESTION # 137
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?

A. Create an independent Task not related to original Action Plan
B. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
C. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
D. Use the Action Plan item feature to add an additional task to a published Action Plan.

Answer: D

NEW QUESTION # 138
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A. Create two Life Events, one for the birth of the child and one for the Education Savings Account.
B. Create a Referral for the Banker for an Education Savings Account
C. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
D. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
E. Create a Life Event for the birth of the child and a Referral for the Education Savings Account

Answer: C,E

Explanation:
The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the child and a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create a record for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referrals to create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloud that allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified Reference: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 33.

NEW QUESTION # 139
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

A. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
B. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
C. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
D. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component

Answer: D

NEW QUESTION # 140
......

Achieving the Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) certification can significantly impact your career progression and earning potential. This certification showcases your expertise and knowledge to employers, making you a valuable asset in the Salesforce Financial-Services-Cloud industry. With the rapidly evolving nature of the Salesforce world, staying up-to-date with the latest technologies and trends is crucial. The Financial-Services-Cloud Certification Exam enables you to learn these changes and ensures you remain current in your field.

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IDEAL SALESFORCE FINANCIAL-SERVICES-CLOUD EXAM DUMPS [UPDATED 2025] FOR QUICK SUCCESS

Ideal Salesforce Financial-Services-Cloud Exam Dumps [Updated 2025] For Quick Success