Test Financial-Services-Cloud Simulator Online, Financial-Services-Cloud Latest Version
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Once you've passed the copyright FSC Accredited Professional exam, you'll be recognized as an expert in the FSC platform and its capabilities. copyright Financial Services Cloud (FSC) Accredited Professional certification can help you stand out in a competitive job market and open up new career opportunities in the financial services industry. It can also give you the confidence and skills you need to provide exceptional service to your clients and help them achieve their financial goals.
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copyright Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q159-Q164):
NEW QUESTION # 159
Which feature license can be assigned to a user record in copyright (2 answers)
- A. Console user
- B. Service cloud user
- C. Opportunity user
- D. Knowledge user
Answer: B,D
NEW QUESTION # 160
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?
- A. Create a custom obiect to track client's financial data
- B. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
- C. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
- D. Use Process Builder to create a workflow to summarize data at the Person Account level.
Answer: B
Explanation:
Explanation
A Primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client. You can use Primary Group to roll up financial data from all the financial accounts that are related to the client or the group. This way, you can get an accurate summary of the client's financial data regardless of how often they change households. Verified References: : copyright Financial Services Cloud Implementation Guide, page 69.
NEW QUESTION # 161
It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and copyright needs to be configured in preparation for the data.
Which two items should be configured?
- A. An integration User and Integration Profile to enable the connection
- B. A Lightning web component to restrict data from users
- C. Objects and fields to store the data
- D. A flow to get the data into copyright
Answer: A,C
Explanation:
To integrate with an external system, copyright needs to have objects and fields that can store the data that will be sent from the external system via an API. These objects and fields should match the data structure and format of the external system as much as possible. Additionally, copyright needs to have an integration user and anintegration profile that can enable the connection between copyright and the external system. The integration user is a dedicateduser account that has access to the API and can perform data operations on behalf of other users. The integration profile is a custom profile that defines the permissions and settings for the integration user.
NEW QUESTION # 162
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in copyright. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
- A. Lead Assignment Rules
- B. Einstein Lead Scoring
- C. Lead Approval
- D. Lead Routing
- E. Web to-Lead
Answer: A,B,D
NEW QUESTION # 163
Lake Tahoe Bank, an existing copyright customer, is planning to implement Financial Services Cloud. Their copyright Admin is considering whether to use a new copyright org or upgrade the existing org. Which three of the considerations below indicate that a new copyright org is the better choice9
- A. The bank wants to use this project as an opportunity to retire customization
- B. Existing business capabilities and processes can be redesigned to deliver a higher business impact
- C. Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
- D. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.
- E. The bank has limited redesign opportunities for business capabilities.
Answer: B,C,E
NEW QUESTION # 164
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