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Financial-Services-Cloud Free Learning Cram & Exam Financial-Services-Cloud Cost

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Exam Financial-Services-Cloud Cost | Latest Financial-Services-Cloud Questions

Going through our Salesforce Financial-Services-Cloud certification exam prep material there remains no chance of failure in the Salesforce exam. So do not waste your time anymore, avail the best Salesforce Financial-Services-Cloud Exam Practice material and start your journey towards a bright career.

Salesforce Financial Services Cloud (FSC) is a cloud-based customer relationship management (CRM) solution designed specifically for the financial services industry. It helps financial advisors and institutions to manage their clients' financial portfolios, streamline their operations, and deliver personalized advice and services on any device. The Salesforce FSC Accredited Professional Certification Exam is designed for professionals who are looking to validate their knowledge and expertise in using Salesforce Financial Services Cloud to deliver exceptional customer experiences.

Earning the FSC Accredited Professional certification can be a valuable asset for financial advisors and other professionals in the finance industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification demonstrates a candidate's expertise in using the Salesforce Financial-Services-Cloud platform, which can help them stand out in a competitive job market. Additionally, the certification can help companies identify candidates who are qualified to work with their financial clients.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q75-Q80):

NEW QUESTION # 75
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 the Case process and create Cases with Case Type 'Referrar'.
B. Use Global Action To create Referrals.
C. Write a trigger to create Referrals from a 'Create Referral* button.
D. Use

Answer: B

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 # 76
Which dashboard component can display data from the summary rows of reports? (2 answers)

A. Table
B. Gauge
C. Metric
D. Chart

Answer: A,D

NEW QUESTION # 77
An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assuming there are no other issues, what should happen when the administrator uploads the import file?

A. The import will succeed, and the administrator will be prompted to select a user.
B. The import will fail, since all records in Salesforce must have an owner.
C. The import will succeed, and the administrator will be named as the default Account Owner.
D. The import will succeed, and the Account Owner field will be left blank.

Answer: C

Explanation:
Explanation
When using Data Loader to insert new records into Salesforce, if the Account Owner field is not specified in the import file, the default owner will be the user who is logged into Data Loader. In this case, since the administrator is logged into Data Loader with their own credentials, they will be assigned as the owner of all the new Business Account records. This behavior is consistent with the standard Salesforce rule that every record must have an owner.
References:
About Data Loader
Mass update Account ownership with Data Loader

NEW QUESTION # 78
Which of these statements is not correct about the visibility of Action Plan Tasks?

A. The user can see tasks on the homepage if the Task Card is applied to the homepage.
B. Users will be able to see the Action Plan tasks on the related list of the Account page layout.
C. Once the Action Plan is assigned, you can see the related Tasks on the Timeline
D. Users will be able to see the Action Plan tasks assigned to them through the standard Salesforce task lists.

Answer: A,C,D

NEW QUESTION # 79
What is included in an FSC license?

A. FSC for Community
B. Action Plans
C. Einstein Analytics for Financial Services
D. Lightning Scheduler

Answer: B

NEW QUESTION # 80
......

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