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The Salesforce Financial-Services-Cloud Exam covers a wide range of topics including managing client relationships, financial planning, wealth management, compliance and regulations, and investment management. It is intended for professionals who have experience using Salesforce Financial Services Cloud and want to demonstrate their mastery of the platform. By passing the exam, candidates earn the Salesforce Financial Services Cloud Accredited Professional certification, which is recognized by the financial services industry as a mark of excellence and expertise. Salesforce Financial Services Cloud (FSC) Accredited Professional certification demonstrates that the candidate has a deep understanding of the platform and can help financial institutions to transform their businesses by providing personalized, data-driven services to their clients.
Salesforce Financial Services Cloud (FSC) Accredited Professional Exam is a certification program designed for professionals who work with financial services organizations. The FSC is a powerful platform that helps financial institutions manage customer relationships, streamline processes, and improve collaboration among teams. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is meant to validate the skills and expertise of professionals who work with the FSC and ensure that they have the necessary knowledge to use the platform effectively.
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Salesforce Financial Services Cloud (FSC) is a customer relationship management (CRM) platform designed specifically for financial advisors, insurance agents, and bankers. It helps these professionals manage their clients' financial information, track their interactions, and provide personalized advice. Salesforce FSC is a powerful tool that can help financial institutions improve their customer service, increase productivity, and grow their business.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q47-Q52):
NEW QUESTION # 47
A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. It is Tuesday and it is now 5.01 PM.
Which behavior of the application should the user expect?
Answer: D
NEW QUESTION # 48
Sales management at universal containers needs to display the information listed below in each account record
- Amount of all closed won opportunities
- Amount of all open opportunities
Which feature should a system administrator use to meet this requirement?
Answer: B
NEW QUESTION # 49
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?
Answer: B,C,E
NEW QUESTION # 50
A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?
Answer: B
Explanation:
The Financial Services Cloud capability that provides the ability to accommodate the request of sharing specific records with certain users who are not typically engaged in that account is Compliant Data Sharing.
Compliant Data Sharing is a feature that allows users to share records withother users based on criteria such as record type or field value. Users can create sharing rules for objects such as account, contact, individual, financial account role, opportunity participant role, or case team role. By using Compliant Data Sharing, the financial institution can share records with legal and compliance members who must be engaged for particular deals based on a field value that indicates the deal type.
NEW QUESTION # 51
Mortgage Broker Sue Berry wants to give an incentive reward to her top internal referrers.
What is the best practice for Sue Berry to identify her top referrers quickly?
Answer: A,C,D
NEW QUESTION # 52
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