Salesforce Financial Services Cloud (FSC) Accredited Professional - Financial-Services-Cloud Free Exam Questions

A. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.

B. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.

C. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.

D. Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.

A. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance

B. Action Plans can be used to schedule appointments with the Bankers

C. When you work with Action Plans, you first create Action Plan Templates

D. Action Plans require a monthly license fee per user

E. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

A. Design the solution using the Financial Services Cloud components.

B. Document the business process flows.

C. Determine the best e-sigTiature solution to use.

D. Create a visual flow diagram.

E. Understandthe journey!for the multiple personas involved in the process.

A. Create an independent Task not related to original Action Plan

B. Use the 'task creator' tool to create a new task and associate with the existing Action Plan

C. Usethe Action Plan item feature to add an additional task to a published Action Plan.

D. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

A. HouseholdFinancial Accounts

B. Notes and Attachments

C. Cases

D. Client Financial Goals

E. Financial Holdings

A. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.

B. Disable the Person Account custom setting.

C. Assign the Person Account record type to the user profiles.

D. Assign the Individual record type to the user profiles.

E. Remove Person Account record types from the Individual Record Type Mapper.

A. FSC Foundations permission set license

B. FSC Extension permission set license

C. FSC Basic permission set license

D. FSC Standard permission set license

A. Financial Services Cloud includes a group record type for businesses

B. Financial Services Cloud includes a group record type for households

C. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object

D. A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.

A. Trust

B. Peer

C. Family

D. Group

E. Member

A. The Referral Score updated when a referral is assigned from the queue to a user.

B. The Referral Score updated when an opportunity associated with the Referral is Closed Won

C. The Referral Score updated when a lead is created using the referralrecord type.

D. The Referral Score updated when a referral is convened to an Opportunity or closed.

A. AppExchange packages will not work if Person Accounts are enabled

B. Person Accounts can be enabled and disabled only by contacting Salesforce Support

C. Person Accounts cannot be disabled once they were enabled

D. Creating a client record via Salesforce Inbox is not supported.

A. Contact-Contact Relationship

B. Standard Household

C. Custom Relationship Group

D. Account with Record Type = Business

A. Compact Layout

B. Field Sets

C. Page Layout

D. Lightning Record Pages

E. Search Layout

A. A flow to get the data into Salesforce

B. Objects and fields to store the data

C. A Lightning web component to restrict data from users

D. An integration User and Integration Profile to enable the connection

A. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

B. Update Industries Settings to give users access to the Financial Dew object.

C. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

D. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.