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Salesforce Financial Services Cloud (FSC) Accredited Professional Exam is a certification exam designed to test the knowledge and skills of professionals who work with the Salesforce Financial Services Cloud. Financial-Services-Cloud exam is intended for professionals who work with financial services organizations and who are responsible for implementing, configuring, and managing the Salesforce Financial Services Cloud. Financial-Services-Cloud Exam is comprehensive and covers a range of topics related to the Salesforce Financial Services Cloud.

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The Salesforce world has become so competitive and challenging. To say updated and meet the challenges of the market you have to learn new in-demand skills and upgrade your knowledge. With the Salesforce Financial-Services-Cloud Certification Exam everyone can do this job nicely and quickly. The Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) certification exam offers a great opportunity to validate the skills and knowledge.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q42-Q47):

NEW QUESTION # 42
Mortgage Broker Sue Berry wants to give an incentive reward to her top internal referrers.
What is the best practice for Sue Berry to identify her top referrers quickly?

A. Log referrers in Salesforce using the Lead object and create a "My top Referrers" report.
B. Use Action Plans to create Referral Records.
C. Log each referral as an activity and create a dashboard.
D. Use the Referral Performance by User dashboard to get the data.

Answer: A,B,C

NEW QUESTION # 43
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A. Assigning a Referral
B. Round Robin Referral Routing
C. Accepting a Referral
D. Referral Conversion
E. Referral Automated Approvals

Answer: A,C,D

Explanation:
Explanation
The following out of the box capabilities come with Financial Services Cloud Lead & Referral Management:
Referral Conversion: This capability allows you to convert a referral to an opportunity, a contact, or an account. You can use this capability to track the progress and outcome of a referral and measure its impact on your business.
Assigning a Referral: This capability allows you to assign a referral to another user, queue, or line of business. You can use this capability to route a referral to the appropriate person or team who can best meet the customer's need or interest.
Accepting a Referral: This capability allows you to accept a referral that is assigned to you or your queue. You can use this capability to acknowledge that you have received a referral and are ready to work on it. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 3 : Salesforce Help Article 5

NEW QUESTION # 44
The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud org. The Admin can control whether Rollup By Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the Admin wants to disable rollups to speed up data loading. Where in Salesforce would the Admin temporarily disable rollups to accelerate uploads?

A. Company Settings
B. Object Settings
C. App Manager
D. Custom Settings

Answer: D

NEW QUESTION # 45
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A. Role
B. Account Team
C. Action Plan Creator
D. Queues
E. Specific User

Answer: D

NEW QUESTION # 46
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual client review process. What steps should the Admin take to make that change?

A. Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.
B. Edit the published Action Plan Template directly.
C. Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.

Answer: A

Explanation:
To update an existing, published Action Plan Template, the Admin should clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template. This is because published Action Plan Templates cannot be edited directly or set to inactive4. Cloning an Action Plan Template creates a copy of it with a new name and ID, which can then be modified and published4. Verified Reference: 4

NEW QUESTION # 47
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Trustworthy Financial-Services-Cloud Exam Content | Financial-Services-Cloud Actual Dumps

Financial-Services-Cloud Actual Dumps | Valid Financial-Services-Cloud Practice Questions

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q42-Q47):

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