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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam Dumps

Last Updated : Jun 5, 2024
Total Questions : 170

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Financial-Services-Cloud Desktop Practice
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Last Updated : Jun 5, 2024
Total Questions : 170
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Financial-Services-Cloud Questions & Answers

Last Updated : Jun 5, 2024
Total Questions : 170
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Financial-Services-Cloud Web Based Self Assessment Practice Test

Last Updated : Jun 5, 2024
170 Total Questions
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Following are some Financial-Services-Cloud Exam Questions for Review

An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.

Assuming there are no other issues, what should happen when the administrator uploads the import file?

What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?

Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.

What are three objects in FSC?

A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.

What should the consultant do to fulfill the needed requirements?

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client or group level.

What should the administrator configure to meet the requirement?

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