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Salesforce Financial Services Cloud is a comprehensive platform designed specifically for financial service providers. It enables users to manage their clients, accounts, and financial products all in one place. The FSC Accredited Professional certification exam is designed to test your knowledge of this platform's features and capabilities. You will be tested on topics such as managing client relationships, financial products and services, and regulatory compliance. You will also be tested on your ability to configure, customize, and integrate the Financial Services Cloud platform to meet specific business needs.

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The FSC Certification Exam consists of multiple-choice questions designed to test a candidate's knowledge and understanding of various financial services concepts and Salesforce Financial Services Cloud features. Financial-Services-Cloud exam covers topics such as financial planning, investment management, client relationship management, and regulatory compliance. To pass the exam and earn the FSC Accredited Professional Certification, candidates must demonstrate their proficiency in all these areas. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is a valuable credential for financial services professionals seeking to advance their careers and demonstrate their expertise in managing financial services on the Salesforce platform.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q20-Q25):

NEW QUESTION # 20
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

  • A. Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact
  • B. Implement Financial Service Cloud in the existing org (Brow Field).
  • C. Implement Financial Service Cloud in a Trial org and convert the Trial org to production org.
  • D. Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.

Answer: A


NEW QUESTION # 21
Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships?

  • A. Actionable Relationship Center
  • B. Family Members Component
  • C. Life Events Component
  • D. Relationship Map
  • E. Group Members Component

Answer: A,D,E


NEW QUESTION # 22
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future.
Which of the following statements are correct?

  • A. When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.
  • B. Life Events can not be displayed on the Household level of the Account Record
  • C. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
  • D. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.

Answer: A,D


NEW QUESTION # 23
When creating a Custom Summary Formula in a Report, what are the four valid Summary Types which you can select? (4 answers)

  • A. Previous
  • B. Sum
  • C. Total
  • D. Average
  • E. Min
  • F. Max

Answer: B,D,E,F


NEW QUESTION # 24
Universal containers is using a private sharing model. The US sales director needs full access to all records of the US sales representatives.
How can this be accomplished?

  • A. Define a role hierarchy where the US sales representatives roll up to the US sales director
  • B. Define a role hierarchy where the US sales director rolls up to the CEO
  • C. Give the US sales director read/write/edit/delete object permissions on the profile
  • D. Place the US sales director in a queue with the US sales representative's

Answer: A


NEW QUESTION # 25
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