Summer Sale Limited Time 65% Discount Offer - Ends in 0d 00h 00m 00s - Coupon code: ecus65

Salesforce Financial-Services-Cloud - Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SP25)

What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A.

The managed extension package for intelligent Need-Based Referrals and Scoring

B.

Einstein Analytics for Financial Services

C.

The unmanaged extension package for Intelligent Need-Based Referrals and Scoring

D.

Salesforce CRM Dashboards

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A.

Create a Life Event for the birth of the child and a Referral for the Education Savings Account

B.

Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.

C.

Create a Referral for the Banker for an Education Savings Account

D.

Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account

E.

Create two Life Events, one for the birth of the child and one for the Education Savings Account.

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.

What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

A.

Once-in-a-Lifetime event types

B.

Special event types

C.

Single event types

D.

Unique event types

Which three record type options should an advisor configure for a Lead object configuration?

A.

Referral

B.

Opportunity

C.

General

D.

Adjustments

E.

Retirement Planning

Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

A.

Write a trigger to create Referrals from a 'Create Referral* button.

B.

Use the Case process and create Cases with Case Type 'Referrar'.

C.

Use Global Action To create Referrals.

D.

Use

Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

A.

The share table records are deleted.

B.

Sharetable records need to be manually deleted.

C.

All opportunity participant records are delete

D.

The opportunity participant records are not deleted.

Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.

Which three functions should be added tothe Delegated Administrator group?

A.

Unlock users.

B.

Modify permission sets.

C.

Set organization-wide sharing defaults on custom objects.

D.

Assign or remove permission sets for users in their delegated groups.

E.

Create and manage membership of specified public groups.

The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A.

Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.

B.

To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.

C.

To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.

D.

To use a Flow, a user must have access to the underlying object and its field

A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

A.

Create a new Contact Reciprocal Role for the required value.

B.

Update the Role picklist on the Account-Account Relationship object with new value.

C.

Create a new Account Reciprocal Role for the required value.

D.

Update the Role picklist on the Account-(?ontact Relationship object with new value.

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.

Use the 'task creator' tool to create a new task and associate with the existing Action Plan

B.

Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

C.

Usethe Action Plan item feature to add an additional task to a published Action Plan.

D.

Create an independent Task not related to original Action Plan