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Financial-Services-Cloud Exam Dumps - Salesforce Accredited Professional Certification Questions and Answers

Question # 4

Which two statements are true for a Group in Financial Services Cloud?

Options:

A.

Financial Services Cloud includes a group record type for households

B.

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

C.

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

D.

Financial Services Cloud includes a group record type for businesses

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Question # 5

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?

Options:

A.

Objects and fields to store the data

B.

A flow to get the data into Salesforce

C.

A Lightning web component to restrict data from users

D.

An integration User and Integration Profile to enable the connection

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Question # 6

Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?

Options:

A.

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

B.

The Referral Score updated when a lead is created using the referral record type.

C.

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

D.

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

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Question # 7

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?

Options:

A.

RBL calculations can not be disabled when importing data into your Salesforce org.

B.

An RBL rule displays summary calculations of financial account information, such as account balances.

C.

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.

D.

Rollups for multiple joint owners are not supported

E.

Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

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Question # 8

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.

What should the administrator do when designing the future state business process using FSC features?

Options:

A.

When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

B.

When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

C.

When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.

D.

When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.

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Question # 9

What are the three building blocks of Flow Orchestration?

Options:

A.

Steps

B.

Blocks

C.

Stages

D.

Processes

E.

Work Items

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Question # 10

What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?

Options:

A.

Creating a new Salesforce instance from scratch for the customer

B.

Importing the customer's existing data into Salesforce FSC without any modifications

C.

Implementing a generic, one-size-fits-all solution for all customers

D.

Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities

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Question # 11

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

Options:

A.

Referral Conversion

B.

Assigning a Referral

C.

Round Robin Referral Routing

D.

Accepting a Referral

E.

Referral Automated Approvals

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Question # 12

Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.

Which order should a consultant follow when performing the data migrations?

Options:

A.

Individuals, then Financial Account Roles, then Financial Accounts, then Financial Account Transactions

B.

Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions

C.

Financial Accounts, then Financial Account Roles, then Individuals, then Financial Account Transactions

D.

Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals

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Question # 13

Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

Options:

A.

Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties

B.

Setup > Custom Code > Static Resources

C.

Setup > User Interface > icons > Life Events and Business Milestones

D.

Setup > Financial Services > Icons > Life Events and Business Milestones

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Exam Name: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24)
Last Update: Feb 5, 2025
Questions: 168
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