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100% Pass 2025 Salesforce Valid Valid Financial-Services-Cloud Exam Experience
Financial-Services-Cloud exam materials contain all the questions and answers to pass Financial-Services-Cloud exam on first try. The Questions & answers are verified and selected by professionals in the field and ensure accuracy and efficiency throughout the whole Product. You will not need to collect additional questions and answers from any other source because this package contains every detail that you need to Pass Financial-Services-Cloud Exam.
Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who want to demonstrate their expertise in the Salesforce FSC platform. The FSC platform is a comprehensive solution for financial advisors, wealth managers, and insurance providers to manage their client relationships, investments, and policies. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is intended for those who have experience in financial services and want to expand their knowledge and skills in using Salesforce FSC to better serve their clients.
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Passing the Financial-Services-Cloud exam requires the ability to manage time effectively. In addition to the Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) exam study materials, practice is essential to prepare for and pass the Salesforce Financial-Services-Cloud exam on the first try. It is critical to do self-assessment and learn time management skills. Because the Financial-Services-Cloud test has a restricted time constraint, time management must be exercised to get success. Only with enough practice one can answer real Salesforce Financial-Services-Cloud exam questions in a given amount of time.
The Salesforce Financial-Services-Cloud exam consists of multiple-choice questions that cover a wide range of topics related to the Salesforce Financial Services Cloud platform, including wealth management, client onboarding, compliance, and security. The questions are designed to test the candidate's understanding of the platform's capabilities and how they can be leveraged to meet the unique needs of financial services firms. Financial-Services-Cloud Exam is timed and proctored, ensuring that candidates have a fair and equal opportunity to demonstrate their knowledge and skills.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q76-Q81):
NEW QUESTION # 76
If a client is associated with more than one Household or Group, where will this client's records get rolled up to?
- A. To the household with the client's primary address.
- B. To the household selected by the advisor for record rollups.
- C. To the Household where the client is the primary member.
- D. To all the parent households and groups
Answer: C
NEW QUESTION # 77
A major Japanese bank is expanding geographically and opening additional branches in Asi a. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
- A. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
- B. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.
- C. In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.
- D. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
Answer: A,B
Explanation:
The following expectations are from implementing multi language features in FSC:
Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese. This expectation means that FSC supports multiple languages and allows users to choose their preferred language for their user interface and data display.
In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese. This expectation means that FSC supports multiple languages for reports and dashboards and allows users to view them in their preferred language.
NEW QUESTION # 78
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?
- A. Rollups for multiple joint owners are not supported
- B. When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
- C. RBL calculations can notbe disabled when importing data into your Salesforce org.
- D. An RBL rule displays summary calculations of financial account information, such as account balances.
- E. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
Answer: B,D,E
Explanation:
The functionality that Rollup By Lookup (RBL) can provide for rolling up customer data at the client and group levels are as follows:
An RBL rule displays summary calculations of financial account information, such as account balances, networth, total assets, total liabilities, and so on1.
When you edit a financial account record or primary group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels1.
Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals, and Opportunities on the client and group pages1. Verified References: 1
NEW QUESTION # 79
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?
- A. Use Field Level Secunty on Milestones
- B. The Flow users require a Flow Permission Set License.
- C. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
- D. Flow for Financial Service Cloud is not available for Ihe Individual Object Model.
Answer: A,B
NEW QUESTION # 80
An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidential information that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?
- A. Interaction Summaries
- B. Complianthata Sharing
- C. Profiles
- D. Sharing Rules
- E. Financial Deal Management
Answer: A,D,E
Explanation:
Explanation
The following FSC features should be part of the solution design for managing confidential deal information and notes sharing among deal team members:
Financial Deal Management: Financial Deal Management is a feature in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use Financial Deal Management to store confidential deal information such as deal name, amount, status, or participants. You can also use Financial Deal Management to associate opportunities, products, or tasks with a deal.
NEW QUESTION # 81
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