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Free PDF Financial-Services-Cloud - High-quality Valid Salesforce Financial Services Cloud (FSC) Accredited Professional Dumps
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Salesforce Financial Services Cloud (FSC) Accredited Professional Exam is a certification program designed for professionals who work with financial services organizations. The FSC is a powerful platform that helps financial institutions manage customer relationships, streamline processes, and improve collaboration among teams. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is meant to validate the skills and expertise of professionals who work with the FSC and ensure that they have the necessary knowledge to use the platform effectively.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q137-Q142):
NEW QUESTION # 137
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
- A. Configure your Person Account record types m the Indrvidual Record Type Mapper.
- B. Ensure Person Accounts is enabled on the org
- C. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
- D. Enable 'Individual to Person Account Migration' in Custom Settings.
- E. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
Answer: A,B,C
Explanation:
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file andData Loader to perform a bulk update operation. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2 :
Salesforce Help Article 3
NEW QUESTION # 138
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?
- A. Enable Communities
- B. Open a case with Salesforce Support
- C. Go to Custom Settings and edit the Industries Settings
- D. Register a subdomam using the My Domain wizard and then deploy it
Answer: D
Explanation:
My Domain is a feature in Salesforce that allows you to create a subdomain for your org. You need to enable My Domain to access Financial Services Cloud Lightning Components, such as Actionable Relationship Center, Relationship Map, Life Events & Business Milestones, etc. To enable My Domain, you need to do the following:
Register a subdomain using the My Domain wizard in Setup > My Domain.
Deploy it to your users after testing it in your sandbox or developer org. Verified Reference: : Salesforce Help Article [7]
NEW QUESTION # 139
How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shown until the event actually happened?
- A. Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
- B. Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the Business Milestone object
- C. Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
- D. Remove the Event or Milestone from the Lightning Component in the Developer Console.
Answer: C
NEW QUESTION # 140
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?
- A. OmniStudio DataRaptors
- B. Industry Integration Solutions with the MuleSoft Anypoint Platform
- C. OmniStudio Integration Procedures
- D. Data Processing Engine
- E. Data Consumption Framework
Answer: A,B,C
Explanation:
Explanation
Salesforce offers various tools and capabilities to integrate Financial Services Cloud with external systems, such as core banking, insurance, or mortgage platforms. Some of the tools and capabilities that a consultant can recommend are:
Industry Integration Solutions with the MuleSoft Anypoint Platform: These are prebuilt integration solutions that leverage the MuleSoft Anypoint Platform to connect Financial Services Cloud with common industry systems, such as Fiserv, FIS, Jack Henry, and Guidewire1. These solutions enable bi-directional data synchronization, orchestration, and transformation between Salesforce and the external systems2.
OmniStudio Integration Procedures: These are reusable components that define the logic and sequence of steps for integrating data from external sources into Financial Services Cloud3. Integration procedures can be triggered by events, such as a button click or a record update, and can invoke other components, such as DataRaptors or OmniScripts4.
OmniStudio DataRaptors: These are data transformation components that can extract, load, and manipulate data from various sources, such as Salesforce objects, REST or SOAP web services, or CSV files5. DataRaptors can be used to map data between different formats, perform calculations or validations, or create or update records in Financial Services Cloud6.
References:
Industry Integration Solutions
MuleSoft Anypoint Platform
OmniStudio Integration Procedures
Create an Integration Procedure
OmniStudio DataRaptors
Create a DataRaptor
NEW QUESTION # 141
An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?
- A. Utilize Insurance Flow Templates.
- B. Create an Action Plan Template for capturing beneficiary data and payment information.
- C. Install an Insurance Data AppExchange package.
- D. Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.
Answer: A
Explanation:
A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.
References:
[Insurance Flow Templates]
[Customize Insurance Flows]
NEW QUESTION # 142
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