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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Exam is designed to test the knowledge of individuals in the Financial Services Cloud, a Salesforce platform that is specifically designed for financial advisors, insurance agents, and other professionals in the financial sector. Financial-Services-Cloud exam is designed to assess the candidate’s ability to work with the Financial Services Cloud and to provide solutions to clients using the platform.
Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is a professional certification exam that validates the skills and knowledge of professionals in the finance industry who use Salesforce. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is designed to assess the skills and knowledge of professionals who work with Salesforce Financial Services Cloud (FSC) to manage customer relationships, financial products, and services.
Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is an important certification for professionals in the financial services industry who are looking to enhance their skills and knowledge of the Salesforce platform. By passing the exam, professionals can demonstrate their expertise in using the Salesforce platform to manage customer relationships, financial accounts, and financial products. Salesforce Financial Services Cloud (FSC) Accredited Professional certification offers a range of benefits, including career advancement, access to a community of certified professionals, and increased credibility with clients and employers.
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NEW QUESTION # 79
What actions can a Wealth Advisor take from the Life Events card7
Answer: B,C,D
Explanation:
From the Life Events card, a Wealth Advisor can take the following actions:
Create Lead & Referral: This action creates a lead record for a new prospector a referral record for an existing client based on the life event information.
Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards.
Create Opportunity: This actioncreates an opportunity record to track the potential revenue from the life event. Verified References: : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 31. : Salesforce Financial Services Cloud User Guide, page 32.
NEW QUESTION # 80
What actions can a Wealth Advisor take from the Life Events card7
Answer: B,C,D
Explanation:
Explanation
From the Life Events card, a Wealth Advisor can take the following actions:
Create Lead & Referral: This action creates a lead record for a new prospect or a referral record for an existing client based on the life event information.
Request Record Approval: This action initiates an approval process for the life event record to ensure compliance and quality standards.
Create Opportunity: This action creates an opportunity record to track the potential revenue from the life event. Verified References: : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 31. : Salesforce Financial Services Cloud User Guide, page
32.
NEW QUESTION # 81
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
Answer: B,C,E
Explanation:
Explanation
The following OmniStudio tools should be used to design a solution that meets the requirements for creating a car insurance quote process for the website:
OmniScripts, which are tools that allow users to create guided, interactive, and intuitive scripts that capture data and execute actions. By using OmniScripts, the consultant can create a script that guides the user through the car insurance quote process and captures the contact and address information, the driver's age, and the car model and year.
Integration Procedures, which are tools that allow users to orchestrate data and actions across multiple systems using RESTful APIs. By using Integration Procedures, the consultant can create a procedure that calls the core system service to calculate an insurance quote based on the data provided by the user and returns the quote to the OmniScript.
Business Rules Engine, which is a tool that allows users to define business logic and validation rules using natural language expressions. By using Business Rules Engine, the consultant can create rules that validate the data entered by the user and enforce any business policies or conditions for the car insurance quote process.
NEW QUESTION # 82
Which of these statements are true for Rollups in Financial Services Cloud?
Answer: A
NEW QUESTION # 83
The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?
Answer: B,C,D
Explanation:
Explanation
Compliant Data Sharing (CDS) is a feature of Financial Services Cloud that lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies. Some of the things to consider when implementing CDS in Financial Services Cloud (FSC) are:
CDS in FSC allows record owners to grant access to their records to other FSC users. Record owners can use the Manage Participants component on record pages to share their records with other users who have relevant roles or permissions6.
CDS can only be applied to FSC objects and Account and Opportunity objects. CDS supports sharing for Account, Opportunity, Financial Account, Financial Holding, Financial Goal, Referral, Relationship Group, Action Plan Template, Action Plan, Action Item Template, Action Item, Interaction Summary, Interaction Summary Participant Role Assignment, Interaction Summary Participant Role Definition7.
To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model. This ensures that only record owners and users above them in the role hierarchy have access to the records by default8.
References:
Compliant Data Sharing
Work with Compliant Data Sharing
NEW QUESTION # 84
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