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Salesforce Financial-Services-Cloud Dumps - Pass Exam Immediately [2025]
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q54-Q59):
NEW QUESTION # 54
An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidential information that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?
- A. Complianthata Sharing
- B. Profiles
- C. Financial Deal Management
- D. Interaction Summaries
- E. Sharing Rules
Answer: C,D,E
Explanation:
Explanation
The following FSC features should be part of the solution design for managing confidential deal information and notes sharing among deal team members:
Financial Deal Management: Financial Deal Management is a feature in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use Financial Deal Management to store confidential deal information such as deal name, amount, status, or participants. You can also use Financial Deal Management to associate opportunities, products, or tasks with a deal.
NEW QUESTION # 55
Which 2 considerations should a SF Admin review before enabling Person Account?
- A. PA cannot be disabled once they were enabled
- B. PA can be enabled and disabled only by contacting SF Support
- C. Lightning Flow for FSC is not available for the individual object model
- D. AppExchange packages will not work if PA are enabled
Answer: A,C
NEW QUESTION # 56
A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?
- A. If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
- B. If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
- C. If there is a business process for taking detailed notes for client meetings and adding action items, the Action Plan component is recommended to use.
- D. If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
Answer: C
NEW QUESTION # 57
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?
- A. Web to-Lead
- B. Lead Assignment Rules
- C. Lead Routing
- D. Lead Approval
- E. Einstein Lead Scoring
Answer: B,C,E
Explanation:
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queues based on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow up on the most promising leads.
NEW QUESTION # 58
Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?
- A. Individuals, then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
- B. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
- C. Financial Accounts, then Financial Account Roles, then Individuals, then Financial Account Transactions
- D. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals
Answer: B
Explanation:
The order that the consultant should follow when performing the data migrations is Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions. This order ensures that the data dependencies and relationships are maintained and that the data integrity and quality are preserved. By migrating Individuals first, the consultant can create the records that represent the customers of the bank. By migrating Financial Accounts next, the consultant can create the records that represent the financial products or services that the customers own or use. By migrating Financial Account Roles next, the consultant can create the records that link the individuals to the financial accounts and define their roles or relationships with those accounts. By migrating Financial Account Transactions last, the consultant can create the records that represent the transactions or activities that occur on the financial accounts.
NEW QUESTION # 59
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