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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is a specialized exam designed for professionals who aim to validate their expertise in managing financial services on the Salesforce platform. The FSC Certification Exam is a comprehensive test that assesses a candidate's knowledge and skills in various financial services areas, including investments, banking, insurance, and wealth management. This credential is essential for individuals seeking to demonstrate their proficiency in using Salesforce Financial Services Cloud to deliver personalized financial advice and services to their clients.
Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is a valuable certification for professionals working in the financial services industry. It validates your skills and knowledge in using Salesforce to manage client relationships, financial accounts and transactions, and compliance and security. By obtaining this certification, you can improve your career prospects and demonstrate your commitment to staying up-to-date with the latest industry trends.
The FSC Accredited Professional Certification Exam covers a wide range of topics, including financial services industry trends, Salesforce Financial Services Cloud capabilities, and best practices for implementing and managing Salesforce Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is designed to assess a candidate’s ability to manage financial services products using Salesforce Financial Services Cloud, including managing client data and relationships, setting up financial accounts, and generating reports.
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NEW QUESTION # 12
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?
Answer: B
NEW QUESTION # 13
Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?
Answer: A
Explanation:
Reference: OmniScript Basics - Salesforce
Explanation: To use the OmniScript metadata type, the administrator should enable acustom domain in the Salesforce org. A custom domain is a unique URL that replaces the standard Salesforce domain (such as
https://yourcompany.my.salesforce.com) with a branded domain (such as https://yourcompany.force.com). A custom domain allows users to access OmniScripts and other Vlocity features from a web browser or a mobile app. A custom domain also provides enhanced security and performance for the org.
To enable a custom domain, the administrator needs to do the following steps:
From Setup, in the Quick Find box, enter My Domain, then select My Domain.
Enter a subdomain name and check its availability.
Click Register Domain.
After receiving an email confirmation that the domain is ready, click Deploy to Users.
NEW QUESTION # 14
An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?
Answer: D
Explanation:
Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers' licenses and passports. Identification Document is a standard object that represents a document that verifies a person's identity, such as a driver's license, passport, or national ID card. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance.
References: [Identification Document Object], [Manage Identification Documents]
NEW QUESTION # 15
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
Answer: B,D
NEW QUESTION # 16
Which three record type options should an advisor configure for a Lead object configuration?
Answer: B,C,D
NEW QUESTION # 17
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