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Exam Financial-Services-Cloud Question | Valid Financial-Services-Cloud Test Syllabus

Exam Financial-Services-Cloud Question | Valid Financial-Services-Cloud Test Syllabus

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q29-Q34):

NEW QUESTION # 29
A marketing user needs to create a new campaign, but the New Button is NOT visible from the campaign home page. The system administrator has verified that the user has the "Create" profile permission for the campaign object.
How should the system administrator resolve the issue?

  • A. Add the New button to the page layout using the page layout ________
  • B. Grant the user "Read" profile permission for the campaign.
  • C. Select the Marketing User checkbox in the user record.
  • D. Select the "Manage Campaigns" profile permission.

Answer: C


NEW QUESTION # 30
Rachel is the primary member of the Adams household hired a new attorney. What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

  • A. Create an Account-Account Relationship between the Addams Family Trust and the attorney.
  • B. Create an Account-Account relationship between the Adams Household and the attorney
  • C. Create an Account-Contact relationship between the Adams Household and the attorney.
  • D. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.

Answer: C


NEW QUESTION # 31
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

  • A. Use
  • B. Use Global Action lo create Referrals.
  • C. Write a trigger to create Referrals from a 'Create Referral* button.
  • D. Use the Case process and create Cases with Case Type 'Referrar'.

Answer: B


NEW QUESTION # 32
Which statement is true if a custom fiscal year is enabled? (2 answers)

  • A. The custom fiscal year automatically updates product schedules.
  • B. The defined custom fiscal year only affects forecasts
  • C. The custom fiscal year setting CANNOT be disabled
  • D. The custom fiscal year must be defined manually

Answer: C,D


NEW QUESTION # 33
What can be transferred from one user to another user during mass transfer of account records? (3 answers)

  • A. Closed cases
  • B. Open activities
  • C. Closed activities
  • D. Related custom object records
  • E. Open cases

Answer: A,B,E


NEW QUESTION # 34
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