QUIZ 2025 SALESFORCE VALID FINANCIAL-SERVICES-CLOUD: RELIABLE SALESFORCE FINANCIAL SERVICES CLOUD (FSC) ACCREDITED PROFESSIONAL TEST OBJECTIVES

Quiz 2025 Salesforce Valid Financial-Services-Cloud: Reliable Salesforce Financial Services Cloud (FSC) Accredited Professional Test Objectives

Quiz 2025 Salesforce Valid Financial-Services-Cloud: Reliable Salesforce Financial Services Cloud (FSC) Accredited Professional Test Objectives

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Salesforce FSC Accredited Professional Exam covers a range of topics, including client management, financial planning, and operations management. Financial-Services-Cloud exam also covers the technical aspects of the platform, including data management, automation, and reporting. Financial-Services-Cloud exam is designed to test an individual's knowledge and understanding of the platform, as well as their ability to apply this knowledge in practical situations.

The FSC Accredited Professional Exam consists of 60 multiple-choice questions and lasts for 90 minutes. To earn the certification, candidates must score at least 70% on the exam. Financial-Services-Cloud Exam covers a range of topics, including the basics of financial services, customer relationship management, financial product management, and data management. Candidates are expected to have a solid understanding of financial services and the FSC platform, as well as experience working with customers and financial advisors. Salesforce Financial Services Cloud (FSC) Accredited Professional certification demonstrates a commitment to excellence in the financial services industry and can help professionals advance their careers.

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Salesforce Financial-Services-Cloud (FSC) Accredited Professional exam is designed for professionals who want to demonstrate their expertise in the Salesforce Financial Services Cloud platform. The FSC platform is a cloud-based solution that allows financial services professionals to manage their customer relationships, financial accounts, and business operations in a single, unified platform. The FSC Accredited Professional exam is a comprehensive test that evaluates a candidate's knowledge of the platform's features, functions, and capabilities.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q10-Q15):

NEW QUESTION # 10
Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities.
Which feature should a system administrator use to meet the requirements?

  • A. Workflow field update
  • B. Roll-up summary field
  • C. Look-up Field
  • D. Cross-object formula field

Answer: D


NEW QUESTION # 11
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

  • A. Create a Financial Account sharing rule based on record owner.
  • B. Create a Financial Account sharing rule based on criteri
  • C. Create Account sharing rules based on criteria.
  • D. Create an Account sharing rule based on record owner.

Answer: B

Explanation:
Explanation
To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group based on a field value that indicates the product type.


NEW QUESTION # 12
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. Word document telling the story of the process from the user's perspective
  • B. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
  • C. A Powerpoint deck wftJscreenshots of the current systems and callouts to what is happening on each slide
  • D. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns

Answer: B

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 Reference: : Salesforce Help Article 3 : Salesforce Help Article [4]


NEW QUESTION # 13
Which object would you use to model the relationship between business contact and the client on relationship group?

  • A. Account Contact Relationship
  • B. Account Account Relationship
  • C. Reciprocal Role
  • D. Contact Contact Relationship and Reciprocal Role

Answer: B


NEW QUESTION # 14
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?

  • A. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.
  • B. In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.
  • C. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
  • D. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.

Answer: A,C

Explanation:
Explanation
The following expectations are from implementing multi language features in FSC:
Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese. This expectation means that FSC supports multiple languages and allows users to choose their preferred language for their user interface and data display.
In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese. This expectation means that FSC supports multiple languages for reports and dashboards and allows users to view them in their preferred language.


NEW QUESTION # 15
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