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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam

Last Update Apr 21, 2024
Total Questions : 168

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Last Update Apr 21, 2024
Total Questions : 168

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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam Questions and Answers

Questions 1

A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.

What should the consultant consider from a customer onboarding perspective?

Options:

A.

If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.

B.

If the company struggles with the low effi^ency of tracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.

C.

If the company struggles with the low efficiency of tracking required documents for its customers and creating templates for checklists, Action Plan is recommended to improve the current state.

D.

If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Framework can be used to improve the current state.

Questions 2

A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.

How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

Options:

A.

Create an Account sharing rule based on record owner.

B.

Create Account sharing rules based on criteria.

C.

Create a Financial Account sharing rule based on record owner.

D.

Create a Financial Account sharing rule based on criteri

Questions 3

Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

Options:

A.

Person Accounts can be enabled and disabled only by contacting Salesforce Support

B.

Person Accounts cannot be disabled once they were enabled

C.

Creating a client record via Salesforce Inbox is not supported.

D.

AppExchange packages will not work if Person Accounts are enabled

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