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Salesforce Financial Services Cloud (FSC) Accredited Professional Exam is a certification program designed for professionals who want to demonstrate their expertise in Salesforce FSC. Financial-Services-Cloud Exam is ideal for individuals who are working in the financial industry and want to enhance their knowledge and skills in managing financial services through Salesforce. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program covers various topics related to FSC, including client management, financial account management, and financial planning.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q68-Q73):

NEW QUESTION # 68
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual client review process. What steps should the Admin take to make that change?

A. Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.
B. Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.
C. Edit the published Action Plan Template directly.

Answer: B

NEW QUESTION # 69
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?

A. Enable the 'Enable Rollup Summary' in custom settings
B. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the household level.
C. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.
D. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
E. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.

Answer: C,E

Explanation:
Explanation
Rollup By Lookup (RBL) is a feature in Financial Services Cloud that allows you to display summary calculations of financial account information, such as balances, market values, and cost bases. You can use RBL to roll up financial data to all joint owners' primary households by doing the following:
Create custom RBL rules to rollup the joint owner balances using the Joint Owner field on the Financial Account object.
Enable RBL rules that rollup balances using Financial Account Role for joint owners using the Account Role field on the Account Contact Relationship object. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 75.

NEW QUESTION # 70
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A. Create an Account sharing rule based on record owner.
B. Create a Financial Account sharing rule based on criteri
C. Create Account sharing rules based on criteria.
D. Create a Financial Account sharing rule based on record owner.

Answer: B

Explanation:
Explanation
To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group based on a field value that indicates the product type.

NEW QUESTION # 71
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses. Which Salesforce feature should be used for this digital onboarding process?

A. Flows
B. Financial Goals
C. Aclion Plans
D. Actionable Relationship Center

Answer: A

Explanation:
The Salesforce feature that should be used for the digital onboarding process is Flows. Flows are a tool that can automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. Flows can also integrate with existing data and prefillfields with information that the bank already has on file, reducing the need to ask the customer for redundant information. Flows can be embedded in Lightning pages, Experience Cloud sites, mobile apps, or websites to provide a seamless and engaging digital onboarding experience. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2

NEW QUESTION # 72
When the multiple currencies feature is enabled, which currency is used as the basics for all currency conversion rates?

A. Corporate currency
B. Active currency
C. Personal currency
D. Record currency

Answer: A

NEW QUESTION # 73
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