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Salesforce FSC Accredited Professional certification exam covers a wide range of topics, including financial services industry trends, client management, and financial planning. Financial-Services-Cloud Exam also includes questions on Salesforce Financial Services Cloud platform features, such as financial accounts, opportunities, and activities. To pass the exam, candidates must demonstrate a deep understanding of these topics and their application in real-world scenarios.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q10-Q15):

NEW QUESTION # 10
Which 3 out of the box capabilities come with FSC Lead & Referral management?

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

Answer: A,B,D

NEW QUESTION # 11
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

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

Answer: A,B,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 # 12
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

A. Lead Routing
B. Lead Approval
C. Lead Assignment Rules
D. Web to-Lead
E. Einstein Lead Scoring

Answer: A,C,E

Explanation:
Explanation
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queues based on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow up on the most promising leads.

NEW QUESTION # 13
Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A. Lightning Page Editor
B. Custom Settings
C. Profiles
D. Object Settings

Answer: B

Explanation:
Explanation
To enable Multiple Relationship Groups, which is a feature that allows users to add individuals to more than one group or household, the Admin needs to use Custom Settings. Custom Settings are similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. The Admin can use Custom Settings to enable Multiple Relationship Groups by following these steps:
From Setup, enter Custom Settings in the Quick Find box, then select Custom Settings.
Click Manage next to Group Member Record Type Mapper.
Click Edit next to Default Organization Level Value.
In Multiple Relationship Groups Enabled, select True.
Click Save.

NEW QUESTION # 14
Which one of the following statements is not correct about Action Plans?

A. Automatically schedule the next appointment with the Advisor
B. Enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client engagement, such as account openings, loan approvals, and claims processing.
C. Capture repeatable tasks in templates and then automate the task sequences with an action plan.
D. Manage customer engagements consistently and collaboratively with automated and compliant task orchestration.

Answer: A

NEW QUESTION # 15
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Pass Guaranteed 2025 Salesforce High Hit-Rate Financial-Services-Cloud: Reliable Salesforce Financial Services Cloud (FSC) Accredited Professional Braindumps Questions

Newest Reliable Financial-Services-Cloud Braindumps Questions Provide Prefect Assistance in Financial-Services-Cloud Preparation

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q10-Q15):

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