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Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is a rigorous exam that tests the candidates' knowledge of the FSC platform, their understanding of the financial services industry, and their ability to apply best practices to solve real-world problems. Financial-Services-Cloud Exam covers a wide range of topics, including data modeling, automation, analytics, and security, as well as industry-specific regulations, such as GDPR and FINRA. Passing Financial-Services-Cloud exam requires a deep understanding of the FSC platform, as well as a thorough knowledge of the financial services industry and its unique challenges.
Salesforce Financial Services Cloud is a powerful CRM solution designed specifically for the financial services industry. It provides a comprehensive view of customer data, financial accounts, and financial products in a single platform. The FSC Accredited Professional Certification Exam covers topics such as client onboarding, financial account management, financial product management, and compliance. By passing the exam, professionals can demonstrate their expertise in using the Salesforce platform to help financial services organizations manage their clients and products.
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NEW QUESTION # 109
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?
Answer: B
Explanation:
To prevent the data import from creating duplicates when importing records from a system outside of Salesforce, you should use External ID. External ID is a custom field type that can be used to store unique identifiers from other systems. You can use External ID to match records during data import and avoid creating duplicate records in Salesforce. You can also use External ID to enable upsert operations, which can insertnew records or update existing records based on the External ID value. Verified References: : Salesforce Help Article [5] : Salesforce Help Article [6]
NEW QUESTION # 110
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)
Answer: B,C
Explanation:
Explanation
Hank can see Action Plan Tasks in two places:
On the related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all the tasks assigned to him across different accounts and filter them by various criteria.
NEW QUESTION # 111
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
Answer: A,B,D
Explanation:
The following actions regarding functionality and features should be suggested to help guide Cumulus Insurance users through their complex business processes:
Configure Dynamic Actions for Lightning pages. Dynamic Actions are a feature that allows you to customize the actions that appear on a Lightning page based on criteria such as record type, field value, device type, or user profile. You can use Dynamic Actions to show or hide actions that are relevant or irrelevant for each stage of the business process, such as creating a case, sending an email, or generating a quote.
Enable In-App Guidance to provide walk-throughs. In-App Guidance is a feature that allows you to create prompts and guided tours that appear within the Salesforce app to help users learn new features, complete tasks, or adopt best practices. You can use In-App Guidance to provide step-by-step guidance for complex business processes, such as onboarding a customer, submitting a claim, or renewing a policy.
Use flows to remove the need for complex Lightning pages. Flows are a tool that allows you to automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. You can use flows to simplify and streamline complex business processes, such as applying for a loan, enrolling in a plan, or changing a beneficiary. Verified Reference: : Salesforce Help Article [12] : Salesforce Help Article [13] : Salesforce Help Article [14]
NEW QUESTION # 112
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
Answer: B
Explanation:
A Custom Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use it to represent collaborative customer business operations that arenot captured by standard household or account structures. Verified References: :
Salesforce Financial Services Cloud Implementation Guide, page 67.
NEW QUESTION # 113
Which feature in Financial Services Cloud helps businesses identify, track, and route customer needs?
Answer: A
NEW QUESTION # 114
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