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The Salesforce Financial Services Cloud is a powerful platform that provides a comprehensive suite of tools and services to help financial services professionals manage their clients' finances. This platform includes features such as account management, financial planning, and wealth management capabilities. The FSC Accredited Professional Certification Exam covers all these topics and more, ensuring that candidates have a deep understanding of the platform.

In addition to the recognition that comes with achieving Salesforce Financial Services Cloud Accredited Professional status, there are also tangible benefits. These include access to exclusive resources and training opportunities, as well as increased job opportunities and salary potential. With the financial services industry becoming increasingly reliant on technology, the demand for professionals with expertise in Salesforce Financial-Services-Cloud is only expected to grow.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q69-Q74):

What benefits do Flows for Financial Services Cloud offer to support customer onboarding?

  • A. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
  • B. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
  • C. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
  • D. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
  • E. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

Answer: D

Which dashboard component can display data from the summary rows of reports? (2 answers)

  • A. Gauge
  • B. Table
  • C. Chart
  • D. Metric

Answer: B,C

What 3 options does the FSC application offer to view and update Account-Account, Account-Contact and Contact-Contact Relationships?

  • A. Relationship Map
  • B. Life Events Component
  • C. Actionable Relationship Center
  • D. Family Members Component
  • E. Group Members Component

Answer: A,C,E

What item appears in a user's My Unresolved items after synchronization (2 answers)

  • A. Cases not assigned to a contact
  • B. Contacts not assigned to an account
  • C. Emails not associated to a record
  • D. Note not associated to a record

Answer: A,B

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

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

Answer: B,C


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