Exam Financial-Services-Cloud Quiz | Examcollection Financial-Services-Cloud Dumps

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The FSC Accredited Professional exam is a comprehensive test that requires a deep understanding of the Salesforce Financial-Services-Cloud platform. Candidates must be familiar with the various tools and features of the platform, as well as best practices for managing client portfolios and providing financial advice. Financial-Services-Cloud exam consists of multiple-choice questions and requires a passing score of 70%.

Salesforce Financial Services Cloud is a powerful platform that provides a comprehensive suite of tools and services to help financial services professionals manage their clients' finances. This platform includes features such as account management, financial planning, and wealth management capabilities. The FSC Accredited Professional Certification Exam covers all these topics and more, ensuring that candidates have a deep understanding of the platform.

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Financial-Services-Cloud Practice Questions & Financial-Services-Cloud Actual Lab Questions: Salesforce Financial Services Cloud (FSC) Accredited Professional

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q54-Q59):

NEW QUESTION # 54
A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App. What steps should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)

A. Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.
B. Check the user's permission assignments and make sure the Financial Services Cloud Extension License and the Financial Services Cloud Extension Permission Set are assigned to that user.
C. Remove the Relationship Map.
D. Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page layout.

Answer: B,D

NEW QUESTION # 55
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.

A. Account-Contact Relationships
B. Up to 5 Related Lists for an Account Record
C. Account-Account Relationships
D. Any Related List for the selected object record
E. Up to 5 Related Lists for a non-Account Record

Answer: B,C,E

NEW QUESTION # 56
A marketing user needs to create a new campaign, but the New Button is NOT visible from the campaign home page. The system administrator has verified that the user has the "Create" profile permission for the campaign object.
How should the system administrator resolve the issue?

A. Select the Marketing User checkbox in the user record.
B. Select the "Manage Campaigns" profile permission.
C. Add the New button to the page layout using the page layout ________
D. Grant the user "Read" profile permission for the campaign.

Answer: A

NEW QUESTION # 57
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. Add Scon as a Related Contact to the Adams Household.
B. Disable the Primary Group setting fof Scon on the Adams Household
C. Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
D. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.

Answer: D

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 # 58
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A. AppExchange packages will not work if Person Accounts are enabled
B. Person Accounts cannot be disabled once they were enabled
C. Person Accounts can be enabled and disabled only by contacting Salesforce Support
D. Creating a client record via Salesforce Inbox is not supported.

Answer: B,D

Explanation:
The following limitations should be considered before enabling Person Accounts in Financial Services Cloud:
Person Accounts cannot be disabled once they were enabled. Enabling Person Accounts is an irreversible action that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before enabling it in production.
Creating a client record via Salesforce Inbox is not supported. Salesforce Inbox is a feature that allows you to access Salesforce data and actions from your email application. However, you cannot use Salesforce Inbox tocreate a client record as a Person Account. You can only create a client record as an Individual Model record using Salesforce Inbox. Verified References: : Salesforce Help Article 4 : Salesforce Help Article 5

NEW QUESTION # 59
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Exam Financial-Services-Cloud Quiz | Examcollection Financial-Services-Cloud Dumps

Financial-Services-Cloud Practice Questions & Financial-Services-Cloud Actual Lab Questions: Salesforce Financial Services Cloud (FSC) Accredited Professional

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q54-Q59):

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