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To become a Salesforce Financial Services Cloud Accredited Professional, candidates must have a strong understanding of the financial services industry, as well as experience working with Salesforce's FSC platform. Financial-Services-Cloud exam consists of 60 multiple-choice questions that must be completed within 90 minutes. To pass the exam, candidates must score a minimum of 68%, which demonstrates their ability to effectively implement FSC solutions for their clients.
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NEW QUESTION # 71
A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?
Answer: C
Explanation:
Explanation
To configure a custom field for reporting when relating two business accounts to each other, the administrator should configure the custom field on the Account-Account Relationship object. The Account-Account Relationship object is a custom object in Financial Services Cloud that allows you to create and manage relationships between two accounts, such as Household Member, Business Owner, Trustee, or Friend. You can use the Account-Account Relationship object to store additional information about the relationship between two accounts, such as role, start date, end date, or status. You can also use the Account-Account Relationship object to report on the account-account relationships and analyze their impact on your business. Verified References: : Salesforce Help Article [4] : Salesforce Help Article [5]
NEW QUESTION # 72
The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.
Answer: B,C,E
NEW QUESTION # 73
Which three of the following FSC components can an Admin use to illustrate a customer Relationship and Groups
Answer: B,C
NEW QUESTION # 74
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
Answer: A
Explanation:
To model a requirement where more than one person can be joint owners on a Financial Account, the Admin can map additional owners using the Financial Account Role. The Financial Account Role is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. By using Financial Account Role, the Admin can add multiple owners to a Financial Account and specify their ownership percentage, primary status, and other details.
NEW QUESTION # 75
What can be done with a workflow field update action? (2 answers)
Answer: A,B
NEW QUESTION # 76
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