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Salesforce Financial-Services-Cloud Exam Syllabus & Exam Financial-Services-Cloud Question
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As the tech industry continues to evolve and adapt to new technologies, professionals who hold the Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) certification are better equipped to navigate these changes and stay ahead of the curve, increasing their value to employers and clients. In today's fast-paced and ever-changing Salesforce sector, having the Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) certification has become a necessary requirement for individuals looking to advance their careers and stay competitive in the job market.
>> Salesforce Financial-Services-Cloud Exam Syllabus <<
Exam Salesforce Financial-Services-Cloud Question, Latest Financial-Services-Cloud Test Sample
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The FSC Accredited Professional Exam consists of 60 multiple-choice questions and lasts for 90 minutes. To earn the certification, candidates must score at least 70% on the exam. Financial-Services-Cloud exam covers a range of topics, including the basics of financial services, customer relationship management, financial product management, and data management. Candidates are expected to have a solid understanding of financial services and the FSC platform, as well as experience working with customers and financial advisors. Salesforce Financial Services Cloud (FSC) Accredited Professional certification demonstrates a commitment to excellence in the financial services industry and can help professionals advance their careers.
The FSC Certification Exam consists of multiple-choice questions designed to test a candidate's knowledge and understanding of various financial services concepts and Salesforce Financial Services Cloud features. Financial-Services-Cloud Exam covers topics such as financial planning, investment management, client relationship management, and regulatory compliance. To pass the exam and earn the FSC Accredited Professional Certification, candidates must demonstrate their proficiency in all these areas. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is a valuable credential for financial services professionals seeking to advance their careers and demonstrate their expertise in managing financial services on the Salesforce platform.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q49-Q54):
NEW QUESTION # 49
A time dependent action is placed in the work flow queue when the record is created.
When will the action be removed from the queue? (2 answers)
- A. When the action is deleted from the workflow queue.
- B. When the record no longer matches he rule criteria.
- C. When another record triggers the same workflow rule
- D. When a validation rule is triggered for the record
Answer: A,B
NEW QUESTION # 50
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?
- A. Matrix Report
- B. Schedule
- C. Export
- D. Joined Report
- E. Bucketing
Answer: E
NEW QUESTION # 51
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
- A. FlexCards
- B. Integration Procedures
- C. OmniScripts
- D. Business Rules Engine
- E. APEX Code
Answer: B,C,D
Explanation:
Explanation
The following OmniStudio tools should be used to design a solution that meets the requirements for creating a car insurance quote process for the website:
OmniScripts, which are tools that allow users to create guided, interactive, and intuitive scripts that capture data and execute actions. By using OmniScripts, the consultant can create a script that guides the user through the car insurance quote process and captures the contact and address information, the driver's age, and the car model and year.
Integration Procedures, which are tools that allow users to orchestrate data and actions across multiple systems using RESTful APIs. By using Integration Procedures, the consultant can create a procedure that calls the core system service to calculate an insurance quote based on the data provided by the user and returns the quote to the OmniScript.
Business Rules Engine, which is a tool that allows users to define business logic and validation rules using natural language expressions. By using Business Rules Engine, the consultant can create rules that validate the data entered by the user and enforce any business policies or conditions for the car insurance quote process.
NEW QUESTION # 52
If a client is associated with more than one Household or Group, where will this client's records get rolled up to?
- A. To the household with the client's primary address.
- B. To all the parent households and groups
- C. To the household selected by the advisor for record rollups.
- D. To the Household where the client is the primary member.
Answer: D
NEW QUESTION # 53
The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?
- A. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeTe
- B. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
- C. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
- D. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
- E. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
Answer: A,B,C
Explanation:
The following value outcomes should the company's stakeholders expect from implementing Salesforce Financial Services Cloud (FSC):
Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC.
This outcome means that the company improved its customer satisfaction (CSAT) and net promoter score (NPS) metrics by providing customized and relevant interactions with customers, reducing their waiting time by handling cases more efficiently, and offering self-service options through chatbots powered by artificial intelligence.
Improved customeronboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans. This outcome means that the company enhanced its customer onboarding process by speeding up and streamlining the document management and approvalworkflow using Action Plans, which are features that allow users to create templates for common client processes, such as account opening, loan application, or financial review.
Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page. This outcome means that the company increased its advisor productivity by providing them with a daily task list that shows their priorities and action items, a client life eventscomponent that shows important events in their clients' lives, an opportunities component that shows potential sales deals, and an aggregated household information component that shows a holistic view of their clients' financial situation, all on the FSCHome Page
NEW QUESTION # 54
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All exam materials in Financial-Services-Cloud learning materials contain PDF, APP, and PC formats. They have the same questions and answers but with different using methods. If you like to take notes randomly according to your own habits while studying, we recommend that you use the PDF format of our Financial-Services-Cloud Study Guide. And besides, you can take it with you wherever you go for it is portable and takes no place. So the PDF version of our Financial-Services-Cloud exam questions is convenient.
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