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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 : March 26, 2024
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Financial-Services-Cloud Exam Dumps


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Salesforce Financial-Services-Cloud Sample Questions

Question # 1

A bank recently sold its wealth management division and wants to improve its customers’digital experience. The bank engaged Salesforce Professional Services to upgrade itsexisting Salesforce CRM to Financial Services Cloud and deliver its Bank of the Futurevision.Which three expected outcomes can serve as return on investment (ROI) justifications tothe bank's chief financial officer (CFO) and investment committee?

A. Unify and improve team collaboration by sharing and managing customer leads andreferrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
B. Deliver connected and personalized digital experiences to the bank's customers thanksto a 360-degree view of its customer data consolidating multiple customer databases andsources from diverse channels at the bank.
C. Simplify the client onboarding process with proper tools to streamline customerdiscovery and internal reviews through renewal.
D. Manage policy holder’s interactions with customer service agents intelligently throughthe underwriting process.
E. Modernize client-advisor experiences from engagement to relationship management toeffectively drive long-term, trusted relationships.



Question # 2

An insurance company aims to improve a call center's productivity. A detailed analysisdiscovered that agents spend a lot of time capturing data while adding and updatingbeneficiary details. Capturing premium payment details (payment date and frequency) isanother time-consuming task. Which action should a Financial Services Cloud consultanttake to resolve the issue?

A. Utilize Insurance Flow Templates.
B. Create an Action Plan Template for capturing beneficiary data and payment information.
C. Provide a better user interface by building Lightning web components for beneficiarydata and payment information.
D. Install an Insurance Data AppExchange package.



Question # 3

Cumulus Cloud Bank, a major financial services provider, has engaged SalesforceProfessional Services to transform its operations with Financial Services Cloud (FSC). TheAddams family are wealth management clients with the following relationships:• The wife and her husband are part of the Addams Household.The wife is the primary member, and together the couple run the Addams Charitable Trust.• The wife is also part of the Symonds Household with her father as the primary member.Which tool should the Salesforce FSC consultant recommend so a wealth manager couldmake sense of this complex data to provide impeccable service to the Addams family anddiscover new business opportunities?

A. Data Filtering and Sorting in Tableau Desktop
B. Financial Services Cloud Einstein
C. Data Visualization with Marketing Cloud Intelligence
D. Actionable Relationship Center (ARC), an advanced visualization engine



Question # 4

A company wants to convert its Salesforce Financial Services Cloud implementation fromusing the individual account model to using person accounts.Which three things should a consultant do to prepare for the conversion?

A. Update all opportunities linked to individual account records to be owned by the individual account record's owner.
B. Ensure each account.phone field in the individual account record is blank.
C. Ensure all individual account records to be converted are only linked to exactly one contact record.
D. Test out the conversion in a sandbox, including all integrations and customizations.
E. Ensure each individual account to be converted is not a parent account of any other account records.



Question # 5

A Salesforce administrator updating a record page to add a Chatter component to theAction Plan Lightning record page is unable to find the Chatter components for selection.What is the reason for this?

A. Feed tracking has to be enabled for the Action Plan object.
B. Chatter has to be enabled for Action Plans via Chatter settings in setup.
C. Salesforce is yet to roll out Chatter for the Action Plan object.
D. Admin users have to be assigned the Action Plans permission set.