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

It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.

Which two items should be configured?

A.

Objects and fields to store the data

B.

A flow to get the data into Salesforce

C.

A Lightning web component to restrict data from users

D.

An integration User and Integration Profile to enable the connection

A consultant is configuring ademo for a customer but cannot create new residential loan application records. What is prohibiting the consultant from creating a new residential loan application?

A.

The Residential Loan Application flow was not enabled in the setup.

B.

The administrator did not enable "Allow Mortgage Access" in Setup.

C.

The user does not have "Mortgage User" checked in their user record.

D.

The administrator did not assign the Mortgage permission set to the user.

One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.

Which two considerations should the administrator include when configuring the report?

A.

Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.

B.

Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.

C.

The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.

D.

When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.

A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?

A.

FSC Standard

B.

FSC Basic

C.

OmniStudio

D.

FSC Extension

During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

A.

Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.

B.

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?

C.

Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.

D.

Role Hierarchy—based sharing is disabled bydefault in CDS.

E.

In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.

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 tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.

B.

If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.

C.

If there is a business process for taking detailed notesfor 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.

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?

A.

Compliant Data Sharing

B.

Custom Sharing»Rules

C.

Business Rules Engine

D.

Interaction Summaries

A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.

Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

A.

Add the Financial Account List component to the Account Lightning record page.

B.

Configure the Financial Account List components for each required category.

C.

Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.

D.

Create a custom picklist on the Financial Account object totrack the Typ

E.

Configure Financial Account record types to match the required categories.

Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

A.

Action Plans create repeatable tasks and automate the task sequences when executed

B.

When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.

C.

Action Plans can automatically schedule the next appointment with the Advisor.

D.

Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.

E.

Action Plans can speed up the collection of a list of documents needed for the loan application

Which three things must an admin keep in mind when creating Action Plan Templates'5

A.

When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

B.

When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.

C.

An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.

D.

When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template

E.

The Action Plan Template permission set must be added to all users that wantto use Action Plans.