Certification Financial-Services-Cloud Questions, Financial-Services-Cloud Reliable Test Braindumps

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Authoritative Financial-Services-Cloud - Certification Salesforce Financial Services Cloud (FSC) Accredited Professional Questions

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q32-Q37):

NEW QUESTION # 32
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?

A. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
B. Create a custom obiect to track client's financial data
C. Use Process Builder to create a workflow to summarize data at the Person Account level.
D. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.

Answer: D

Explanation:
A Primary Group is a construct in Financial Services Cloud that allows you to define the main group for a client. You can use Primary Group to roll up financial data from all the financial accounts that are related to the client or the group. This way, you can get an accurate summary of the client's financial data regardless of how often they change households. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 69.

NEW QUESTION # 33
Which three things must an admin keep in mind when creating Action Plan Templates'5

A. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
B. The Action Plan Template permission set must be added to all users that want to use Action Plans.
C. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
D. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
E. When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template

Answer: A,C,E

Explanation:
The following things must be kept in mind when creating Action Plan Templates:
When creating Action Plan Templates with the UI, you can designate a plan owner different from the plan creator. The plan owner is the user who is responsible for executing the tasks in the Action Plan. The plan creator is the user who creates the Action Plan Template or the Action Plan from the template. You can assign a different plan owner for each Action Plan Template or Action Plan.
An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template. An Action Plan Template is a reusable blueprint that defines the tasks, owners, and deadlines for a common business process or service request. An Action Plan is a specific implementation of the template that applies to a particular target record, such as an account, contact, or opportunity.
When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset defined in the Action Plan Template. The start date is the date when you create the Action Plan from the template. The date offset is the number of days before or after the start date when each task is due. You can specify different date offsets for each task in the template. Verified Reference: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4

NEW QUESTION # 34
Which accounts are automatically synchronized on Salesforce classic

A. All recently accessed accounts
B. Accounts that the users own
C. Any account created in the last 30 days
D. Accounts selected with the sync button

Answer: A

NEW QUESTION # 35
How can a sales user relate an opportunity to a campaign? (2 answers)

A. Select the campaign record type when creating the opportunity.
B. Use the campaign hierarchy related list on the opportunity.
C. Use the campaign influence related list on the opportunity.
D. Select the primary campaign source for the opportunity.

Answer: C,D

NEW QUESTION # 36
Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities.
Which feature should a system administrator use to meet the requirements?

A. Cross-object formula field
B. Look-up Field
C. Workflow field update
D. Roll-up summary field

Answer: A

NEW QUESTION # 37
......

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Certification Financial-Services-Cloud Questions, Financial-Services-Cloud Reliable Test Braindumps

Authoritative Financial-Services-Cloud - Certification Salesforce Financial Services Cloud (FSC) Accredited Professional Questions

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q32-Q37):

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