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100% Pass 2025 Unparalleled Salesforce Latest Financial-Services-Cloud Test Guide

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Salesforce Financial Services Cloud (FSC) is a comprehensive platform designed specifically for financial service providers. It offers a range of tools and features that help financial service providers manage their clients' accounts, track investments, and monitor financial performance. The Salesforce FSC Accredited Professional Certification Exam is designed to test professionals' knowledge of the platform and their ability to leverage it to provide top-notch financial services to clients. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is highly respected in the industry and can help professionals advance their careers by demonstrating their skills and knowledge.

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Financial-Services-Cloud Exam Questions & Financial-Services-Cloud Pdf Training & Financial-Services-Cloud Latest Vce

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Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who specialize in providing financial services to clients using the Salesforce platform. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is ideal for individuals who have experience in the financial services industry and want to expand their skillset to include Salesforce. The Salesforce FSC Accredited Professional Certification Exam is an excellent way for professionals to demonstrate their expertise and gain credibility as a financial services professional.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q58-Q63):

NEW QUESTION # 58
A feature that captures, refers, routes, and prioritizes customer needs across business lines

A. Referrals
B. Report
C. Expressed Interest
D. Opportunity

Answer: A

NEW QUESTION # 59
An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidential information that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?

A. Profiles
B. Interaction Summaries
C. Complianthata Sharing
D. Financial Deal Management
E. Sharing Rules

Answer: B,D,E

Explanation:
The following FSC features should be part of the solution design for managing confidential deal information and notes sharing among deal team members:
Financial Deal Management: Financial Deal Management is a feature in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use Financial Deal Management to store confidential deal information such as deal name, amount, status, or participants. You can also use Financial Deal Management to associate opportunities, products, or tasks with a deal.

NEW QUESTION # 60
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A. Assigning a Referral
B. Referral Conversion
C. Accepting a Referral
D. Referral Automated Approvals
E. Round Robin Referral Routing

Answer: A,B,C

Explanation:
The following out of the box capabilities come with Financial Services Cloud Lead & Referral Management:
Referral Conversion: This capability allows you to convert a referral to an opportunity, a contact, or an account. You can use this capability to track the progress and outcome of a referral and measure its impact on your business.
Assigning a Referral: This capability allows you to assign a referral to another user, queue, or line of business. You can use this capability to route a referral to the appropriate person or team who can best meet the customer's need or interest.
Accepting a Referral: This capability allows you to accept a referral that is assigned to you or your queue. You can use this capability to acknowledge that you have received a referral and are ready to work on it. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 3 : Salesforce Help Article 5

NEW QUESTION # 61
Relationship Management enables you to (Check the 3 that apply)

A. Display Financial Holding Data
B. Define the Role of the Member of the group
C. Define who are the members of a Relationship Group.
D. Define Primary Group for a Member

Answer: A,B,C

NEW QUESTION # 62
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 require a monthly license fee per user
B. When you work with Action Plans, you first create Action Plan Templates
C. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
D. Action Plans can be used to schedule appointments with the Bankers
E. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

Answer: B,C,E

Explanation:
The following statements about Action Plans are true:
When you work with Action Plans, you first create Action Plan Templates, which are reusable sets of tasks that define a common client process1.
Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance. Users can use standard report types or custom report types to create reports on action plans, action plan templates, action plan items, action plan item templates, and action plan item owners1.
Action Plans can be used to automatically assign task owners and deadlines for specific client engagements. Users can specify task owners by using assignment logic such as specific user, role, queue, action plan creator, or account team1. Verified Reference: 1

NEW QUESTION # 63
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Pete Wood Pete Wood

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