Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24)
Last Update Nov 2, 2024
Total Questions : 168 With Methodical Explanation
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Last Update Nov 2, 2024
Total Questions : 168
Last Update Nov 2, 2024
Total Questions : 168
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Salesforce Financial-Services-Cloud
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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?
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?
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
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