2025 Newest Financial-Services-Cloud Pass Test Guide | 100% Free Valid Salesforce Financial Services Cloud (FSC) Accredited Professional Exam Tips
2025 Newest Financial-Services-Cloud Pass Test Guide | 100% Free Valid Salesforce Financial Services Cloud (FSC) Accredited Professional Exam Tips
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The web-based Salesforce Financial-Services-Cloud practice exam is compatible with all browsers like Chrome, Mozilla Firefox, MS Edge, Internet Explorer, Safari, Opera, and more. Unlike the desktop version, it requires an internet connection. The Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) practice exam will ask real Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) exam questions. Consistent practice with it relieves exam stress and boosts self-confidence. The web-based Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) practice exam does not require additional software installation. All operating systems also support this Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) practice test.
The Salesforce Financial-Services-Cloud Exam is known to be challenging, so candidates are advised to invest in resources to prepare for it. These resources can include official Salesforce training courses, various online study resources, and practice tests. A thorough understanding of Salesforce's terminology, functions, and features is essential to passing the exam.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q23-Q28):
NEW QUESTION # 23
A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?
- A. If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.
- B. If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.
- C. If there is a business process for taking detailed notesfor client meetings and adding action items, the Action Plan component is recommended to use.
- D. If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.
Answer: C
Explanation:
Reference: Action Plans in Financial Services Cloud for Admins | Salesforce Trailhead Explanation: Action Plans are a feature of Financial Services Cloud that allow users to create and execute repeatable tasks based on predefined templates. Action Plans can help streamline and standardize business processes, such as onboarding new clients, conducting annual reviews, or resolving service requests. Action Plans can also capture detailed notes for client meetings and add action items to follow up.
NEW QUESTION # 24
Cumulus Cloud Bank must provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?
- A. Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make callouts to the core system services.
- B. Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.
- C. Use the Data Consumption Framework to connect to the bank's middleware.
- D. Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.
Answer: A
Explanation:
Explanation
The most suitable option for Cumulus Cloud Bank to provide its customer service staff with real-time access to customer accounts, including the ability to view current transactions and balances, is to embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make callouts to the core system services. This option allows the bank to leverage the Lightning Platform features and capabilities, such as Lightning web components, Apex, and callouts, to create a seamless and performant integration with their core systems. By using custom Lightning web components, the bank can create custom user interfaces that display the data from the core systems on the Account and Financial Account pages. By using custom Apex, the bank can write code that makes callouts to the core system services using HTTP requests and responses, and handle any authentication, error handling, or data transformation logic.
NEW QUESTION # 25
One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?
- A. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
- B. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
- C. Bankers with Branches with Opportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
- D. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
Answer: B,C
Explanation:
Explanation
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account, Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial Services Cloud. Banker is an object that represents a banker or an employee who works at a branch unit.
Branch Unit is an object that represents a physical location where bankers provide services to customers.
Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects
NEW QUESTION # 26
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?
- A. Integration Procedure
- B. Calculation Procedure
- C. OmniStudio Action Document Generation
- D. DataRaptor
Answer: C,D
Explanation:
The following OmniStudio tools should be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool that allows users to create documents from templates and data sources using OmniScripts and Integration Procedures. By using OmniStudio Action Document Generation, the consultant can create a document template with placeholders for the contact and address information and generate a PDF file from it using an OmniScript.
DataRaptor, which is a tool that allows users to extract and transform data from Salesforce or external systems using Integration Procedures. By using DataRaptor, the consultant can create a data source that retrieves the contact and address information from Salesforce and maps it to the document template placeholders.
NEW QUESTION # 27
Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?
- A. FSC Standard permission set
- B. FSC Basic permission set
- C. FSC Foundations permission set
- D. OmniStudio User permission set
- E. OmniStudio Admin permission set
Answer: A,C,D
Explanation:
Record alerts are a feature of Financial Services Cloud that let users create and display alerts on record pages to highlight important information or actions. Record alerts are based on OmniStudio, a low-code platform for building digital experiences in Salesforce.To access or extend permissions for record alerts in Financial Services Cloud, users need to have one of the following permission sets:
FSC Standard permission set: This permission set grants access to the core features of Financial Services Cloud, including record alerts. Users with this permission set can view and create record alerts on supported objects, such as accounts, contacts, financial accounts, and opportunities1.
FSC Foundations permission set: This permission set grants access to the common features of Financial Services Cloud that are shared across subverticals, such as retail banking, wealth management, and insurance. Users withthis permission set can view and create record alerts on supported objects2.
OmniStudio User permission set: This permission set grants access to the OmniStudio features, such as OmniScripts, DataRaptors, Integration Procedures, and Record Alerts. Users with this permission set can view and create record alerts on any object that has the Record Alert component enabled3.
References:
FSC Standard Permission Set
FSC Foundations Permission Set
OmniStudio User Permission Set
NEW QUESTION # 28
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