Excellent Financial-Services-Cloud Test Dumps Free Offers Candidates Well-Prepared Actual Salesforce Salesforce Financial Services Cloud (FSC) Accredited Professional Exam Products
Excellent Financial-Services-Cloud Test Dumps Free Offers Candidates Well-Prepared Actual Salesforce Salesforce Financial Services Cloud (FSC) Accredited Professional Exam Products
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q40-Q45):
NEW QUESTION # 40
A new custom object has been created, and the records of this object will be created through integration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?
- A. Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
- B. Ensure custom metadata is configured and each custom metadata record details where the data will be sent
- C. Use a CSV file with the data created and use Data Loader to map to the correct field
- D. Create a junction object between the external system and the new customer object where the data will reside
Answer: A
Explanation:
Explanation
To ensure the data is loading into the correct fields in Financial Services Cloud, the consultant should utilize a field mapping file with the external system allocation and the corresponding field in Salesforce. A field mapping file is a file that specifies how fields from an external system map to fields in Salesforce. By using a field mapping file, the consultant can ensure that the data from the new custom object is imported into the correct fields in Financial Services Cloud and avoid any data loss or inconsistency.
NEW QUESTION # 41
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?
- A. Queues
- B. Specific User
- C. Action Plan Creator
- D. Account Team
- E. Role
Answer: A
NEW QUESTION # 42
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 Life Event for the birth of the child and a Financial Goal for the Education Savings Account
- C. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
- D. Create a Referral for the Banker for an Education Savings Account
- E. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
Answer: B,C
Explanation:
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 References: : 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 # 43
Which three permission sets grant access or extend permissions for record alerts in Financial Services Cloud (FSC)?
- A. OmniStudio User permission set
- B. FSC Standard permission set
- C. FSC Basic permission set
- D. FSC Foundations permission set
- E. OmniStudio Admin permission set
Answer: A,B,D
Explanation:
Explanation
Record alerts are a feature of Financial Services Cloud that let users create and display alerts on record pages to highlight important information or actions. Record alerts are based on OmniStudio, a low-code platform for building digital experiences in Salesforce. To access or extend permissions for record alerts in Financial Services Cloud, users need to have one of the following permission sets:
FSC Standard permission set: This permission set grants access to the core features of Financial Services Cloud, including record alerts. Users with this permission set can view and create record alerts on supported objects, such as accounts, contacts, financial accounts, and opportunities1.
FSC Foundations permission set: This permission set grants access to the common features of Financial Services Cloud that are shared across subverticals, such as retail banking, wealth management, and insurance. Users with this permission set can view and create record alerts on supported objects2.
OmniStudio User permission set: This permission set grants access to the OmniStudio features, such as OmniScripts, DataRaptors, Integration Procedures, and Record Alerts. Users with this permission set can view and create record alerts on any object that has the Record Alert component enabled3.
References:
FSC Standard Permission Set
FSC Foundations Permission Set
OmniStudio User Permission Set
NEW QUESTION # 44
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
- A. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
- B. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object to Public Read/Write'.
- C. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
- D. Grant users access to the Financial Account object with permission set
Answer: C,D
NEW QUESTION # 45
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