Salesforce Financial-Services-Cloud Exam Dumps

Salesforce Financial-Services-Cloud Exam Dumps

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

Total Questions : 121
Update Date : April 16, 2024
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Financial-Services-Cloud Exam Dumps

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Salesforce Financial-Services-Cloud Sample Questions

Question # 1

A consultant is configuring a demo for a customer but cannot create new residential loanapplication 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.

Question # 2

What is a key step in identifying different business processes and outlining encompassingsystem flows based on the existing environment when setting up Salesforce FinancialServices Cloud (FSC)?

A. Creating a new Salesforce instance from scratch for the customer
B. Importing the customer's existing data into Salesforce FSC without any modifications
C. Implementing a generic, one-size-fits-all solution for all customers
D. Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities

Question # 3

Cumulus Bank has branches in multiple countries that are required to report in localcurrency, while the corporate headquarters office wishes to see reports in a single currency(the corporate currency).Which solution should a consultant recommend to meet these requirements?

A. Set the default currency for head office and have the regions download their reports toExcel and convert them manually.
B. Use a third party from AppExchange add-on to implement currency conversions.
C. Enable multiple currencies and advanced currency management, and set a corporatecurrency for the corporate headquarters office.
D. Allow users to set their preferred currency in their profile and design reports that convertcurrencies for the user running the report.

Question # 4

Which three permission sets grant access or extend permissions for record alerts inFinancial Services Cloud (FSC)?

A. OmniStudio Admin permission set
B. FSC Standard permission set
C. FSC Foundations permission set
D. FSC Basic permission set
E. OmniStudio User permission set

Question # 5

Omni Script represents processes with fast, personalized, and consistent responses. Thistype extends the metadata type and inherits its full name field. To use the Omni Scriptmetadata type, what should the administrator enable in the Salesforce org?

A. Discovery Framework
B. Lightning Experience for Financial Services Cloud
C. Custom Domain
D. Einstein Relationship Insights

Question # 6

An investment banker is looking to take detailed meeting notes and share them easily withhis colleagues while specifying confidentiality and meeting attendees. Which FinancialServices Cloud feature should a consultant recommend in this scenario?

A. Notes
B. Events
C. Engagement Interaction
D. Interaction Summary