FEATURES OF VALIDTORRENT FINANCIAL-SERVICES-CLOUD PDF AND PRACTICE EXAMS

Features of ValidTorrent Financial-Services-Cloud PDF and Practice Exams

Features of ValidTorrent Financial-Services-Cloud PDF and Practice Exams

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q64-Q69):

NEW QUESTION # 64
What actions can a Wealth Advisor take from the Life Events card7

  • A. Create Lead & Referral
  • B. Create Case
  • C. Request Record Approval
  • D. Open an Account
  • E. Create Opportunity

Answer: A,B,E


NEW QUESTION # 65
An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

  • A. Interaction Participant
  • B. Participant Role
  • C. Interaction Summary Participant
  • D. Financial Deal Participant
  • E. Opportunity Participant

Answer: B,C,D


NEW QUESTION # 66
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

  • A. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
  • B. Action Plans can be used to schedule appointments with the Bankers
  • C. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
  • D. When you work with Action Plans, you first create Action Plan Templates
  • E. Action Plans require a monthly license fee per user

Answer: A,C,D


NEW QUESTION # 67
Cumulus Bank has branches in multiple countries that are required to report in local currency, 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 to Excel and convert them manually.
  • B. Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
  • C. Use a third party from AppExchange add-on to implement currency conversions.
  • D. Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.

Answer: B


NEW QUESTION # 68
Which three of these statements are true for Rollup By Lookup (RBL) in FSC?

  • A. Salesforce does not recommend or provide support for creation or customization of FSC RBL rules.
  • B. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
  • C. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels.
  • D. Rollup By Lookup (RBL) do not require a lot of processing power.
  • E. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

Answer: A,B,E


NEW QUESTION # 69
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