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Simplified Financial-Services-Cloud Guide Torrent Easy to Be Mastered for your exam

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Salesforce FSC platform is a powerful tool for financial services professionals. It provides a comprehensive view of clients' financial data, allowing professionals to better understand their needs and provide personalized services. In addition, the platform includes tools for financial planning, compliance, and collaboration, making it an essential part of any modern financial services operation. By passing the Salesforce FSC Accredited Professional Exam, professionals can demonstrate their expertise in using this platform to drive success for their clients and their business.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Exam is designed for professionals who work in the financial services industry and are looking to enhance their skills and knowledge in the Salesforce ecosystem. Financial-Services-Cloud Exam is specifically tailored to test a candidate's proficiency in using the Salesforce platform for financial services, including wealth management, banking, insurance, and lending.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q11-Q16):

NEW QUESTION # 11
Universal Containers wants to automatically back up all the Salesforce data on a monthly basis.
Which tool can a system administrator use to meet this requirement?

A. Import wizard
B. Analytic snapshot
C. Scheduled report.
D. Data export service

Answer: D

NEW QUESTION # 12
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

A. Referral Group Process Builder
B. Referrals Rollups
C. Referral Scoring
D. Group Member Referrals

Answer: B

NEW QUESTION # 13
A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

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. Understandthe journey!for the multiple personas involved in the process.
E. Create a visual flow diagram.

Answer: B,C,D

Explanation:
The following steps are needed to document the requirement for digitizing and automating the customer onboarding process following the discovery session:
Document the business process flows. You need to document the current and future state of the business process flows for customer onboarding, such as the steps, inputs, outputs, decisions, and dependencies involved in each flow. You can use tools such as diagrams, charts, or tables to illustrate the process flows and identify the pain points, gaps, or opportunities for improvement.
Understand the journey for the multiple personas involved in the process. You need to understand thejourney for each persona that participates in or interacts with the customer onboarding process, such as the customer, the client specialist, or the manager. You can use tools such as personas, journey maps, or user stories to capture the needs, goals, pain points, and expectations of each persona and how they experience the process from their perspective.
Determine the best e-signature solution to use. You need to determine the best e-signature solution to use for collecting and processing digital signatures from customers during the onboarding process. You can use tools such as research, analysis, or comparison to evaluate different e-signature solutions based on criteria such as functionality, compatibility, security, cost, or user feedback. Verified References: : Salesforce Help Article
[11] : Salesforce Help Article [12] : Salesforce Help Article [13]

NEW QUESTION # 14
Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A. Custom Settings
B. Lightning Page Editor
C. Profiles
D. Object Settings

Answer: A

NEW QUESTION # 15
Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
B. Add Scon as a Related Contact to the Adams Household.
C. Disable the Primary Group setting fof Scon on the Adams Household
D. Make the Adams Household Scotts pnmary Group and make Scott the pnmary member

Answer: A

Explanation:
To make sure that Scott's data is rolling up to the Adams Household, the Banker should make the Adams Household Scott's primary Group and edit the Activities & Objects to Roll Up. 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. By making the Adams Household Scott's primary Group, the Banker can ensure that Scott's financial data is included in the household summary. The Banker can also edit the Activities & Objects to Roll Up to specify which items, such as financial accounts, goals, or referrals, should be rolled up for Scott. Verified Reference: : Salesforce Help Article 4

NEW QUESTION # 16
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