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QA : 168 Answers With In-Depth Explanation

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Financial-Services-Cloud Question and answers Include

Total Questions: 168 Q&A's

Single Choice: 88 Q&A's

Multiple Choice: 80 Q&A's

Salesforce Financial-Services-Cloud Exam Dumps - Valid Questions Answers

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Financial-Services-Cloud Questions and Answers

Question # 1

Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

Lead Routing

Web to-Lead

Lead Assignment Rules

Lead Approval

Einstein Lead Scoring

Question # 2

During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?

In a household, each household member is modeled as a Contact, and the household is modeled as an Account.

In a household, each of the household members is modeled as a Person Account and the household is modeled as an Account.

Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.

Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.

Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.

Answer:

A, C, D

Explanation:

Reference: [Reference:Â Set Up Clients, Households, and Relationships,Â Compliant Data Sharing in Financial Services Cloud | Salesforce Trailhead,Â Track Client Interactions - Salesforce, Explanation: Some considerations when adopting FSC-related objects are:, In a household, each household member is modeled as a Contact, and the household is modeled as an Account. A household is a type of relationship group that represents a group of clients who have a direct relationship with one another and shared financials, such as spouses and their dependent children. A household is modeled as an Account record with a custom record type of Household. Each household member is modeled as a Contact record that is related to the household Account. A household can also have related accounts and contacts that are not part of the household, but are associated with it for some reason., Both the Financial Deal object and the Opportunity object support Compliant Data Sharing. Compliant Data Sharing (CDS) is a feature of FSC that allows granular control over access to sensitive data in Account and Opportunity objects. CDS can help financial services companies comply with regulations and policies that restrict data visibility based on user roles. CDS can also be enabled for the Financial Deal object, which is a custom object that represents a business opportunity or transaction with a client. The Financial Deal object can be used instead of or in addition to the Opportunity object, depending on the business needs., Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object. Interaction Summary is a custom object that captures the details of a client interaction, such as a meeting, a call, or an email. Interaction Summary can be linked to other FSC objects, such as Financial Accounts, Financial Goals, Financial Deals, or Relationship Groups. Interaction Summary can also have participants, which are records that represent the people or groups involved in the interaction., , , ]

Question # 3

Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. The System Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

Financial Services Cloud Standard

Client Segmentation

Financial Service Cloud Basic

Financial Service Cloud Extension

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FAQs for Salesforce Financial-Services-Cloud Exam Dumps

What is the Salesforce Financial-Services-Cloud exam?

The Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24) assesses your knowledge and skills related to financial services industry-specific features within the Salesforce platform.

What is the format of the Salesforce Financial-Services-Cloud exam?

The Salesforce Financial-Services-Cloud exam consists of multiple-choice questions and is administered online. Youll have a set time limit to complete it.

What is the Salesforce Financial-Services-Cloud exam focused on?

The Salesforce Financial-Services-Cloud exam covers topics such as client management, financial accounts, goals, and household relationships. It emphasizes using Salesforce features tailored to the financial services industry.

What is the worth of taking the Accredited Professional Certification Financial-Services-Cloud exam?

Earning the Financial-Services-Cloud certification demonstrates your expertise in using Salesforce to enhance client engagement, manage financial data, and drive business growth. It adds credibility to your profile and opens up career opportunities.

What is the passing score for the Salesforce Financial-Services-Cloud exam?

The passing score for the Salesforce Financial-Services-Cloud exam is 65%.

What is the difference between Salesforce Financial-Services-Cloud and Advanced-Cross-Channel certification exams?

The Financial-Services-Cloud certification focuses on industry-specific features, while the Advanced-Cross-Channel Exam covers broader Salesforce functionality. Choose the one that aligns with your career goals.

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