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Timely Updated Salesforce Financial-Services-Cloud Dumps

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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Exam is ideal for individuals who work in the financial sector and want to enhance their skills and knowledge in the field of financial services. This includes financial advisors, insurance agents, wealth managers, and other professionals who work in the financial sector. Acquiring this certification not only showcases the candidate's expertise in the Financial Services Cloud but also helps them stand out in a competitive job market.

Salesforce FSC Accredited Professional Certification Exam covers a range of topics related to the use of Salesforce Financial Services Cloud, including client management, financial planning, investment management, and compliance. Financial-Services-Cloud Exam is designed to assess the ability of professionals to use the platform to manage client relationships, track investment portfolios, and comply with industry regulations. It is also designed to test the proficiency of professionals in using the platform to generate reports, analyze data, and provide insights to clients.

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Salesforce FSC Accredited Professional Certification Exam is a valuable credential for professionals who want to advance their career in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification demonstrates their expertise in using the Salesforce platform to deliver exceptional customer experiences and drive business growth. It also provides an opportunity for professionals to showcase their skills to potential employers or clients.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q80-Q85):

NEW QUESTION # 80
Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

A. Set client's financial data to be rolled up using Primary Group feature
B. Create a custom object to track the client's financial data
C. Use Process Builder to create a workflow to summarize data at the Person Account level

Answer: A

NEW QUESTION # 81
A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud Wealth Management App. What steps should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)

A. Remove the Relationship Map.
B. Check the user's permission assignments and make sure the Financial Services Cloud Extension License and the Financial Services Cloud Extension Permission Set are assigned to that user.
C. Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth Management App.
D. Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting Component was added to the page layout.

Answer: B,D

NEW QUESTION # 82
Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)

A. FSC Packaged Objects
B. FSC Standard Objects
C. Action Plan Objects
D. Sales or Service Objects
E. FSC Marketing Objects

Answer: A,B,D

NEW QUESTION # 83
Which of the following allows you to report on historical data in Salesforce in order to monitor and spot trends?

A. matrix report
B. Reporting snapshot
C. joined report
D. tabular report
E. summary report

Answer: B

NEW QUESTION # 84
Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

A. Create an Account-Account Relationship between the Addams Family Trust and the attorney.
B. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
C. Create an Account-Account relationship between the Adams Household and the attorney
D. Create an Account-Contact relationship between the Adams Household and the attorney.

Answer: B

Explanation:
To create a relationship between Rachel and her attorney before assigning the reciprocal role of "Attorney", the Wealth Advisor should create a Contact-Contact Relationship between the primary member of the Adams Household and the attorney. A Contact-Contact Relationship is a junction object that links two contacts or individuals and defines their relationship with each other2. By using Contact-Contact Relationship, the Wealth Advisor can capture Rachel's extended network of relationships with people outside of her household. Verified Reference: 2

NEW QUESTION # 85
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Tony Shaw Tony Shaw

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