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Salesforce Financial-Services-Cloud Accredited Professional Exam consists of 60 multiple-choice questions, which must be answered within 105 minutes. Financial-Services-Cloud exam covers a range of topics, including the use of the Salesforce platform in financial services, customer relationship management, financial services product management, and regulatory compliance.



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Salesforce Financial Services Cloud is a powerful and comprehensive platform that empowers financial service providers to streamline their operations, increase customer engagement, and boost revenue. The FSC platform provides a range of tools and features that help financial service providers manage their customer data, track their sales and marketing activities, and monitor their business performance. By becoming certified in Salesforce FSC, professionals can demonstrate their expertise and proficiency in using this platform to deliver value to their clients and their organizations.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q13-Q18):

NEW QUESTION # 13
Permission set licenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?

* A. Lightning Scheduler Resource
* B. Financial Services Cloud Standard
* C. Mortgage
* D. FSC Insurance
* E. Action Plans
Answer: B,D,E

Explanation:
Explanation
The following Permission Set Licenses give users access to Financial Services Cloud features:
Financial Services Cloud Standard: This license enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (R, Relationship Groups (RG), Relationship Map (RM), Timeline (TL)1.
Action Plans: This license enables user access to the Action Plans feature, which allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed2.
FSC Insurance: This license enables user access to the Insurance feature, which allows users to manage insurance policies and claims for clients. This license also provides access to some Insurance objects such as Policy, Claim, Coverage Type, Policy Product, Policy Product Offering. Verified References: 12

NEW QUESTION # 14
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

* A. Use Global Action To create Referrals.
* B. Use the Case process and create Cases with Case Type 'Referrar'.
* C. Use
* D. Write a trigger to create Referrals from a 'Create Referral* button.
Answer: A

Explanation:
Explanation
To speed up and simplify Referral creation in Salesforce, the Admin can use Global Action to create Referrals.
Global Actions are actions that let users create records without leaving their current page or context. By using Global Actions, the Admin can enable Hank to create Referrals from any page in Salesforce, such as Chatter, Home, or Account pages. The Admin can also customize the layout and fields of the Global Action to capture only relevant information for Referrals

NEW QUESTION # 15
Which of the following statement is true of Financial Services Cloud?

* A. Financial Services Cloud is for only Wealth Management companies
* B. Financial Services Cloud sits on top of Sales and Service Cloud
* C. You need to assign only the Financial Services Cloud license before you can access the product features
* D. Financial Services Cloud is an app you buy from AppExchange
Answer: B

NEW QUESTION # 16
Which of these statements is correct?

* A. To assign the Action Plans permission set the user must have a Financial Services Cloud license.
* B. To give users access to the new action plans feature, you must add the Action Plans permission set to the user.
* C. Lightning is not required to enable Action Plans
* D. Assigning the Action Plan permission set automatically assigns an Action Plans permission set license to the user.
Answer: B,D

NEW QUESTION # 17
The sales team at universal containers wants an easy solution to gather customer requirements and share presentations with their customers.
What should an administrator do to help the sales team achieve this? (2 answers)

* A. Create opportunity teams for customers.
* B. Add customers to libraries.
* C. Use chatter files to share presentations.
* D. Add customers to private Chatter groups
Answer: C,D

NEW QUESTION # 18
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