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Once you've passed the Salesforce FSC Accredited Professional exam, you'll be recognized as an expert in the FSC platform and its capabilities. Salesforce 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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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q159-Q164):

NEW QUESTION # 159
Which feature license can be assigned to a user record in Salesforce (2 answers)

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?

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: : Salesforce 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 Salesforce needs to be configured in preparation for the data.
Which two items should be configured?

Answer: A,C

Explanation:
To integrate with an external system, Salesforce 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, Salesforce needs to have an integration user and anintegration profile that can enable the connection between Salesforce 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 Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

Answer: A,B,D


NEW QUESTION # 163
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

Answer: B,C,E


NEW QUESTION # 164
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