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Perfect Financial-Services-Cloud Reliable Test Dumps for Real Exam

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Salesforce Financial Services Cloud is a powerful platform that allows financial services firms to build stronger relationships with their clients. It helps companies manage their clients' wealth and provide personalized advice, all while ensuring compliance with industry regulations. The FSC platform is built on the Salesforce platform, which provides a robust set of tools and services that enable financial services firms to streamline their operations, increase efficiency, and reduce costs.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q146-Q151):

NEW QUESTION # 146
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. Bankers with Branches with Opportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
C. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
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:
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 # 147
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

A. Lead Approval
B. Lead Assignment Rules
C. Einstein Lead Scoring
D. Lead Routing
E. Web to-Lead

Answer: B,C,D

NEW QUESTION # 148
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. Complianthata Sharing
C. Financial Deal Management
D. Sharing Rules
E. Interaction Summaries

Answer: C,D,E

Explanation:
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 # 149
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A. Einstein Referral Scoring for Financial Services Cloud
B. Referral Approval Processes
C. Intelligent Need-Based Referrals and Scoring
D. Referral Routing Rules

Answer: C

NEW QUESTION # 150
A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

A. Configure Financial Account record types to match the required categories.
B. Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
C. Configure the Financial Account List components for each required category.
D. Create a custom picklist on the Financial Account object to track the Typ
E. Add the Financial Account List component to the Account Lightning record page.

Answer: B,C,D

NEW QUESTION # 151
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