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  • Exam Name: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam
  • Last Update: 31-Jan-2023
  • Questions and Answers: 65
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Financial-Services-Cloud Questions and Answers

Question # 1

What actions can a Wealth Advisor take from the Life Events card7

A.

Create Case

B.

Create Lead & Referral

C.

Open an Account

D.

Request Record Approval

E.

Create Opportunity

Question # 2

Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A.

Object Settings

B.

Custom Settings

C.

Lightning Page Editor

D.

Profiles

Question # 3

Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A.

An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

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 diem and group levels

D.

Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

E.

RBL rules do not require a lot of processing power.

Question # 4

For which three objects are Rollup By Lookup (RBL) summaries are available?

A.

Life Events

B.

Financial Accounts

C.

Assets and Liabilities

D.

Contacts

E.

Claims

Question # 5

Which three things must an admin keep in mind when creating Action Plan Templates'5

A.

When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

B.

When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.

C.

An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.

D.

When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template

E.

The Action Plan Template permission set must be added to all users that want to use Action Plans.

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Financial-Services-Cloud Testimonials

profile 1
th  Buckland
posted on 02-Dec-2022
5 Stars

Just wanted to pass along a huge thanks to Crack4Sure for the Salesforce Financial-Services-Cloud Exam study materials. This was my second time taking it, and I found that Crack4Sure really combined the test material in a digestible way. The study guide capture all the information on the test and the level of detail here prepared me extremely well. Thanks again!

 

profile 2
dm  Jimmie
posted on 24-Nov-2022
5 Stars

I was living in UAE and was appearing for my exam Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam and its exam code Financial-Services-Cloud  one of my friend suggested me for crack4sure site for exam appearing and will recommend highly this site and passed with flying colours.

profile 3
th  Cameron
posted on 21-Nov-2022
5 Stars

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profile 4
no  Mary
posted on 05-Oct-2022
5 Stars

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