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Salesforce Updated Financial-Services-Cloud Exam Questions and Answers by bodie

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Salesforce Financial-Services-Cloud Exam Overview :

Exam Name: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (WI25)
Exam Code: Financial-Services-Cloud Dumps
Vendor: Salesforce Certification: Accredited Professional Certification
Questions: 168 Q&A's Shared By: bodie
Question 44

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?

Options:

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.

Discussion
Question 45

Which of the following objects do support Group-Level Rollups?

Options:

A.

Tasks

B.

Alerts

C.

Financial Accounts

D.

Action Plans

E.

Opportunities

Discussion
Question 46

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client or group level.

What should the administrator configure to meet the requirement?

Options:

A.

To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.

B.

Client-level records are aggregated by setting up client-level rollups to all primary group members.

C.

When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field

D.

To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.

Discussion
Question 47

Which three related lists are visible within Actionable Relationship Center associated with the Account object?

Options:

A.

Cases

B.

Notes and Attachments

C.

Client Financial Goals

D.

Financial Holdings

E.

Household Financial Accounts

Discussion
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