Practice Financial-Services-Cloud Exam Online

Question 1

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A : Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.

B : Beyond the preconfigured settings, evaluate whether they need advanced customizations

C : Enable and configure person accounts in FSC, and assign users with permission set licenses

D : Review the out-of-the-box capabilities and compare them to the company's current needs.

E : Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes

Answer: A,B,D

Question 2

When importing data, what happens if some records do NOT met the data validation criteria?

A : Import process ignores the data validation criteria

B : Import process aborts when it encounters the first invalid record

C : Import process fails only for the records with invalid data.

D : Import process requires user authorization to import the invalid records

Answer: C

Question 3

Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A : Add the Business record type to the Group record type mapper

B : Capture the majority owner as parent account using Account hierarchy

C : Leverage Groups to capture the majority owner and Account hierarchy to capture minority owner

D : Enable Relationship Group Hierarchy in Custom Metadata

E : Link multiple owners to the business entity as a Group

Answer: A,C

Question 4

What Actions can you take from Life Event card? Select all that apply!

A : Create Opportunity

B : Create Case

C : Request Record Approval

D : Create Lead and Referral

Answer: A,B,D

Question 5

Which circumstances will prevent a system administrator from deleting a custom field?

A : The field is part of a field dependency.

B : The field is used in a workflow field update.

C :

The field is used in a report.

D :

The field is used in a page layout.

Answer: B

Name:	Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) (WI24)
Exam Code:	Financial-Services-Cloud
Certification:	Salesforce CDP Accredited Professional
Vendor:	Salesforce
Total Questions:	278
Last Updated:	Apr 23, 2024

Salesforce Financial-Services-Cloud