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Salesforce Financial Services Cloud Updated Dumps

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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam
Financial Services Cloud exam free dumps questions are available below for you
to study. 
Full version: Financial Services Cloud Exam Dumps Questions
1.What should an administrator consider when configuring workflow rules? (2 answers)
A. Rules can be evaluated when records are created or edited
B. Rules must be deactivated before using an import wizard
C. All existing records are evaluated when a new rule is activated
D. Rule actions can take place immediately or on a specific date
Answer: A,D
2.What type of record access can an administrator grant (2 answers)
A. Read/Write only
B. Read only
C. Read/Write/Delete
D. Read/Write/Transfer
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Answer: A,B
3.What are the valid organization-wide default options for the Account Object?
A. Public Read/Write/Transfer
B. Private
C. No Access
D. Public Read/Write/Delete
Answer: B
4.Which Option is available when using the process visualizer? (2 answers)
A. Share annotated approval process diagrams
B. View approval processes as a flow chart
C. Add approval steps from the process visualizer
D. Edit the criteria used to trigger the approval process
Answer: A,B
5.What functionality is included in the Financial Services Cloud Extension license? (2 correct
answers)
A. It enables user access to the Actionable Relationship Center Lightning component
B. It enables user to configure Compliant Data Sharing
C. It enables user access to the Action Plans feature
D. It enables user access to Download Analytics Data and Install
E. Analytics Templated Apps
Answer: A,B
6.A marketing user has received a file of leads to import.
What tool can be used to avoid duplicate leads?
A. Merge Leads function
B. Validation Rules
C. Data Loader
D. Import Wizard
Answer: D
7.What is the purpose of the AppExchange? (2 answers)
A. Administrators can download and customize pre-built dashboards and reports
B. Customers can share and install apps published by Salesforce partners
C. Support users can install the Salesforce Console for Service customers
D. Partners can download accounts and contacts to collaborate on sales deals
Answer: A,B
8.What item appears in a user's My Unresolved items after synchronization (2 answers)
A. Contacts not assigned to an account
B. Cases not assigned to a contact
C. Note not associated to a record
D. Emails not associated to a record
Answer: A,B
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9.Sales representatives at universal containers should not be able to create leads, delete their own
accounts, or send mass emails.
How can an administrator meet these requirements?
A. Modify a standard profile.
B. Create a custom profile.
C. Change the organization-wide default settings.
D. Create a sharing rule.
Answer: B
10.A user is not able to see the Actionable Relationship Center tab in his Financial Services Cloud
Wealth Management App.
What steps should the Salesforce Admin take to troubleshoot this issue? (2 correct answers)
A. Check the user's permission assignments and make sure the Financial Services Cloud Extension
License and the Financial Services Cloud Extension Permission Set are assigned to that user.
B. Log a Salesforce support ticket to add the Actionable Relationship Center tab to the Wealth
Management App.
C. Check if the Actionable Relationship Center Tab was created as a custom tab and the Lighting
Component was added to the page layout.
D. Remove the Relationship Map.
Answer: A,C
11.Which information can you find under the Relationships Tab? - (Check the 3 that apply)
A. Summary information about Total Financial Accounts. This includes total assets under
management at your firm, the Category (i.e. Platinum.), client interactions, including the last
interaction and the next interaction scheduled in the future.
B. Primary household Information, including the members of the household and how the household is
related to other groups.
C. Related accounts - accounts not directly included in the primary household.
D. Related contacts that play a role in the financial world of the client (i.e a family lawyer)
Answer: B,C,D
12.Which one of the following statements is not correct about Action Plans?
A. Enhance collaboration and productivity by automatically assigning task owners and deadlines for
specific client engagement, such as account openings, loan approvals, and claims processing.
B. Capture repeatable tasks in templates and then automate the task sequences with an action plan.
C. Automatically schedule the next appointment with the Advisor
D. Manage customer engagements consistently and collaboratively with automated and compliant
task orchestration.
Answer: C
13.What should an administrator consider when setting up case feed?
A. Case feed replaces the standard case detail page by default
B. The Use Case Feed permission is automatically active for all profiles
C. Case feed requires the Service Cloud User feature license
D. Chatter Feed tracking must be enabled for the case object.
Answer: D
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14.Which Financial Services object would you use to store Bank Accounts data?
A. Charges and Fees
B. Assets and Liabilities
C. Financial Account
D. Financial Holding
Answer: C
15.A time dependent action is placed in the work flow queue when the record is created.
When will the action be removed from the queue? (2 answers)
A. When the record no longer matches he rule criteria.
B. When the action is deleted from the workflow queue.
C. When a validation rule is triggered for the record
D. When another record triggers the same workflow rule
Answer: A,B
16.1.What should be considered when configuring the lead conversion process? (2 answers)
A. Standard lead fields are automatically converted into account, contact and opportunity fields
B. Custom Lead fields can be mapped to custom object fields
C. Roll-up Summary Lead Fields can be mapped to custom contact fields
D. Custom Lead fields can be mapped to account, contact and opportunity fields
Answer: A,D
17.How do you give users access to use Financial Services Cloud?
A. Assign a Salesforce License and select the right profile
B. Assign a Salesforce License, Financial Services Cloud Permission Set License, and the applicable
Permission Sets
C. Assign a Salesforce License and the Financial Services Cloud Permission Set License
D. Every user automatically gets access to the full features of Financial Services Cloud when you
install the package
Answer: B
18.The support group at universal container wants agents to capture different information for product
support and inquiry cases. In addition, the lifecycle for product support cases should have more steps
than the lifecycle for inquiry cases.
What feature should an administrator use to meet the requirement? (3 answers)
A. Permission sets
B. Record Types
C. Support processes
D. Page layouts
E. Field-level Security
Answer: B,C,D
19.What is included in an FSC license?
A. Lightning Scheduler
B. Action Plans
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C. Einstein Analytics for Financial Services
D. FSC for Community
Answer: B
20.Whichdashboard component can display data from the summary rows of reports? (2 answers)
A. Chart
B. Metric
C. Table
D. Gauge
Answer: A,C
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