RELIABLE STUDY FINANCIAL-SERVICES-CLOUD QUESTIONS - NEW FINANCIAL-SERVICES-CLOUD TEST SAMPLE

Reliable Study Financial-Services-Cloud Questions - New Financial-Services-Cloud Test Sample

Reliable Study Financial-Services-Cloud Questions - New Financial-Services-Cloud Test Sample

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Tags: Reliable Study Financial-Services-Cloud Questions, New Financial-Services-Cloud Test Sample, Financial-Services-Cloud Pdf Braindumps, Financial-Services-Cloud 100% Correct Answers, Latest Financial-Services-Cloud Exam Practice

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Salesforce Financial-Services-Cloud is a cloud-based platform that is specifically designed for financial services companies. It provides a comprehensive set of tools and resources to help financial services organizations manage their business processes and customer relationships. The Financial-Services-Cloud is built on the Salesforce platform, which means that it is highly customizable, scalable, and secure. The Financial-Services-Cloud provides a unified view of customer data, allowing financial services companies to better understand their customers' needs and preferences.

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Pass Guaranteed Quiz 2025 Salesforce Financial-Services-Cloud High Hit-Rate Reliable Study Questions

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q19-Q24):

NEW QUESTION # 19
What level of access can be set when sharing a document folder with users? (2 answers)

  • A. Read-only
  • B. Read/write/create
  • C. Read/write/create/delete
  • D. Read/write

Answer: A,D


NEW QUESTION # 20
Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer.
The Advisor wants to capture that information in the
Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?

  • A. Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
  • B. Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
  • C. Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.

Answer: C


NEW QUESTION # 21
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

  • A. Calculation Procedure
  • B. Integration Procedure
  • C. OmniStudio Action Document Generation
  • D. DataRaptor

Answer: C,D

Explanation:
The following OmniStudio tools should be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool that allows users to create documents from templates and data sources using OmniScripts and Integration Procedures. By using OmniStudio Action Document Generation, the consultant can create a document template with placeholders for the contact and address information and generate a PDF file from it using an OmniScript.
DataRaptor, which is a tool that allows users to extract and transform data from Salesforce or external systems using Integration Procedures. By using DataRaptor, the consultant can create a data source that retrieves the contact and address information from Salesforce and maps it to the document template placeholders.


NEW QUESTION # 22
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

  • A. Flows
  • B. Apex Tnggers on the task object
  • C. Workflow Rules/Process Builder
  • D. Action Plans

Answer: D

Explanation:
Explanation
Again, Action Plans are a feature that can help users track and manage common client processes. For a commercial loan due diligence process, users can create an Action Plan Template with tasks such as verifying income, checking credit history, appraising collateral, etc. Users can also assign different task owners and deadlines for each task to distribute the work and monitor the progress. Users can also use dashboards and reports to view the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.


NEW QUESTION # 23
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?

  • A. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
  • B. Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
  • C. Use Interaction Summary Participants to provide the right access to individuals or groups.
  • D. Enable Compliant Data Sharing for Interactions.
  • E. Enable Compliant Data Sharing for Interaction Summaries.

Answer: A,C,E

Explanation:
Explanation
Enable Compliant Data Sharing for Interaction Summaries, Use Interaction Summary Participants to provide the right access to individuals or groups, and Disable Role-Hierarchy-Based Sharing for Interaction Summaries.


NEW QUESTION # 24
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