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Salesforce Financial-Services-Cloud Dumps

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Financial-Services-Cloud
Exam Name:
Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SP24)
Last Update: May 19, 2024
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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SP24) Practice Questions

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Financial-Services-Cloud FAQs

Salesforce Financial Services Cloud is a specialized customer relationship management (CRM) platform designed for financial services organizations. It helps banks, insurers, and wealth management firms build stronger client relationships, improve communication, and streamline financial processes.

A Salesforce platform designed specifically for financial service institutions to enhance customer engagement and streamline services.

Salesforce Financial Services Cloud was first released in March 2016. Since then, it has evolved to become a comprehensive CRM solution tailored to the specific needs of financial services institutions, including banking and insurance companies.

This exam focuses specifically on the Financial Services Cloud application, whereas the Salesforce Administrator exam covers a broader range of Salesforce platform functionalities.

Yes, the Financial-Services-Cloud Exam requires a deeper understanding of the financial services industry, unlike general Salesforce exams that are more technology-focused.

This exam is targeted towards professionals working in or with the financial services industry, unlike the Sales Cloud Consultant exam which is more general in its audience.

The Financial-Services-Cloud exam demands specialized knowledge in financial services, making it more complex in terms of industry-specific requirements than the Service Cloud Consultant exam.

Yes, the Financial-Services-Cloud exam includes specific features and customizations unique to the financial services sector, which are not covered in the Advanced Administrator exam.

Yes, this exam necessitates knowledge of financial regulations and compliance, which is not as emphasized in other Salesforce exams.

The Financial-Services-Cloud Exam is more focused on financial services management and customer relationships, unlike Marketing Cloud exams which focus on digital marketing strategies.

Yes, the Financial-Services-Cloud exam involves a more complex data model specific to financial services, which is different from the broader data modeling concepts in the App Builder exam.

This exam requires customization skills specific to financial services workflows, while the CPQ Specialist exam focuses on configuring price quote solutions.

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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SP24) Questions and Answers

Questions 1

Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:

• The wife and her husband are part of the Addams Household.

The wife is the primary member, and together the couple run the Addams Charitable Trust.

• The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?

Options:

A.

Data Filtering and Sorting in Tableau Desktop

B.

Financial Services Cloud Einstein

C.

Data Visualization with Marketing Cloud Intelligence

D.

Actionable Relationship Center (ARC), an advanced visualization engine

Questions 2

To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

Options:

A.

Register a subdomam using the My Domain wizard and then deploy it

B.

Open a case with Salesforce Support

C.

Enable Communities

D.

Go to Custom Settings and edit the Industries Settings

Questions 3

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.

Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

Options:

A.

Add the Financial Account List component to the Account Lightning record page.

B.

Configure the Financial Account List components for each required category.

C.

Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.

D.

Create a custom picklist on the Financial Account object to track the Typ

E.

Configure Financial Account record types to match the required categories.

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