FINANCIAL-SERVICES-CLOUD LATEST TEST MATERIALS - SAMPLE FINANCIAL-SERVICES-CLOUD QUESTIONS PDF

Financial-Services-Cloud Latest Test Materials - Sample Financial-Services-Cloud Questions Pdf

Financial-Services-Cloud Latest Test Materials - Sample Financial-Services-Cloud Questions Pdf

Blog Article

Tags: Financial-Services-Cloud Latest Test Materials, Sample Financial-Services-Cloud Questions Pdf, Financial-Services-Cloud Latest Braindumps Ebook, Reliable Financial-Services-Cloud Study Materials, Reliable Financial-Services-Cloud Test Simulator

What's more, part of that ExamBoosts Financial-Services-Cloud dumps now are free: https://drive.google.com/open?id=1XeBZweIaMBr3lO_AQME4JAv0kvHP7Ba9

Most people said the process is more important than the result, but as for Financial-Services-Cloud exam, the result is more important than the process, because it will give you real benefits after you obtain Financial-Services-Cloud exam certification in your career in IT industry. If you have made your decision to pass the exam, our Financial-Services-Cloud exam software will be an effective guarantee for you to Pass Financial-Services-Cloud Exam. Maybe you are still doubtful about our product, it does't matter, but if you try to download our free demo of our Financial-Services-Cloud exam software first, you will be more confident to pass the exam which is brought by our ExamBoosts.

We know that the standard for most workers become higher and higher; so we also set higher goal on our Financial-Services-Cloud guide questions. Our training materials put customers' interests in front of other points, committing us to the advanced Financial-Services-Cloud learning materials all along. Until now, we have simplified the most complicated Financial-Services-Cloud Guide questions and designed a straightforward operation system, with the natural and seamless user interfaces of Financial-Services-Cloud exam question grown to be more fluent, we assure that our practice materials provide you a total ease of use.

>> Financial-Services-Cloud Latest Test Materials <<

100% Pass Quiz Authoritative Salesforce - Financial-Services-Cloud Latest Test Materials

The superiority of our Financial-Services-Cloud practice materials is undeniable. We are superior in both content and a series of considerate services. We made the practice materials for conscience’s sake to offer help. Our Financial-Services-Cloud actual exam withstands the experiment of the market also. With the help from our Financial-Services-Cloud training engine, passing the exam will not be a fiddly thing anymore. So this is your high time to flex your muscles this time.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q99-Q104):

NEW QUESTION # 99
A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

  • A. Create a new referral record type mapper record.
  • B. Assign the record type to users.
  • C. Create a new record type Referral' on the Lead object.
  • D. Update the lead page layout.
  • E. Create a custom Referral object.

Answer: B,C,D

Explanation:
Explanation
The following steps should be taken by the administrator to configure Financial Services Cloud correctly based on the scenario:
Assign the record type to users. You need to assign the new record type to the user profiles or permission sets that need to create or access referrals of that type. You can assign record types by going to Setup > Profiles > Object Settings > Leads > Record Types or Setup > Permission Sets > Object Settings > Leads > Record Types.
Create a new record type Referral' on the Lead object. You need to create a new record type on the Lead object and name it Referral. You can use this record type to distinguish referrals from other types of leads and apply different page layouts, business processes, or validation rules for referrals.
Update the lead page layout. You need to update the page layout for the Referral record type and add or remove fields according to the requirements. You can also make some fields required or read-only on the page layout level. You can edit page layouts by going to Setup > Object Manager > Lead > Page Layouts. Verified References: : Salesforce Help Article 3 : Salesforce Help Article [4] : Salesforce Help Article [5]


NEW QUESTION # 100
Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer.
The Advisor wants to capture that information in the
Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?

  • A. Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
  • B. Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
  • C. Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.

Answer: C


NEW QUESTION # 101
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. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
  • D. Use Process Builder to create a workflow to summarize data at the Person Account level.

Answer: C

Explanation:
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 References: : Salesforce Financial Services Cloud Implementation Guide, page 69.


NEW QUESTION # 102
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

  • A. Create an independent Task not related to original Action Plan
  • B. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
  • C. Usethe Action Plan item feature to add an additional task to a published Action Plan.
  • D. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

Answer: C

Explanation:
To modify a published Action Plan to support an additional task, Jen should use the Action Planitem feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified References: : Salesforce Help Article 1


NEW QUESTION # 103
Which of the following objects do support Group-Level Rollups?

  • A. Opportunities
  • B. Alerts
  • C. Action Plans
  • D. Tasks
  • E. Financial Accounts

Answer: A,C,E

Explanation:
The following objects do support Group-Level Rollups:
Financial Accounts: You can use Group-Level Rollups to display the total balance, total market value, and total cost basis of all the financial accounts that belong to a group.
Action Plans: You can use Group-Level Rollups to display the number of action plans, the number of completed action plans, and the completion percentage of all the action plans that are associated with a group.
Opportunities: You can use Group-Level Rollups to display the total amount, expected revenue, and weighted amount of all the opportunities that are related to a group. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 80. : Salesforce Financial Services Cloud Implementation Guide, page 81. : Salesforce Financial Services Cloud Implementation Guide, page 82.


NEW QUESTION # 104
......

The downloading process is operational. It means you can obtain Financial-Services-Cloud quiz torrent within 10 minutes if you make up your mind. Do not be edgy about the exam anymore, because those are latest Financial-Services-Cloud exam torrent with efficiency and accuracy. You will not need to struggle with the exam. Besides, there is no difficult sophistication about the procedures, our latest Financial-Services-Cloud Exam Torrent materials have been in preference to other practice materials and can be obtained immediately.

Sample Financial-Services-Cloud Questions Pdf: https://www.examboosts.com/Salesforce/Financial-Services-Cloud-practice-exam-dumps.html

In order to offer the all-round customer services for each user of Financial-Services-Cloud exam torrent, we organize the special group which consists of the most warmhearted service staffs and establish the customer service center aiming at solve all problems of our users of Salesforce Financial-Services-Cloud real questions with 24/7 hours online, We are so proud that our Salesforce Sample Financial-Services-Cloud Questions Pdf Sample Financial-Services-Cloud Questions Pdf - Salesforce Financial Services Cloud (FSC) Accredited Professional latest study material has helped numerous workers to pass the exam as well as getting the certification in many different countries.

Therefore, we welcome you to download to try our Financial-Services-Cloud exam for a small part, There is an old saying that action speaks more than words, In order to offer the all-round customer services for each user of Financial-Services-Cloud exam torrent, we organize the special group which consists of the most warmhearted service staffs and establish the customer service center aiming at solve all problems of our users of Salesforce Financial-Services-Cloud Real Questions with 24/7 hours online.

2025 Unparalleled Salesforce Financial-Services-Cloud Latest Test Materials

We are so proud that our Salesforce Salesforce Financial Services Cloud (FSC) Accredited Professional latest study Financial-Services-Cloud material has helped numerous workers to pass the exam as well as getting the certification in many different countries.

By comparison, Financial-Services-Cloud vce exam is easier for you to remember the Financial-Services-Cloud exam questions and answers of dumps, The successful selection, development and Financial-Services-Cloud training of personnel are critical to our company's ability to provide a high standard of service to our customers and to respond their needs.

As we know, our products can be recognized as the most helpful and the greatest Financial-Services-Cloud study engine across the globe.

What's more, part of that ExamBoosts Financial-Services-Cloud dumps now are free: https://drive.google.com/open?id=1XeBZweIaMBr3lO_AQME4JAv0kvHP7Ba9

Report this page