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Salesforce Financial-Services-Cloud Dumps Questions Answers

Financial-Services-Cloud exam

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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam

Last Update May 24, 2024
Total Questions : 170

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Total Questions : 170

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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam Questions and Answers

Questions 1

Which step is required to give a group of users access to a Financial Deal?



Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.


Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.


Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,


Update Industries Settings to give users access to the Financial Dew object.

Questions 2

An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.

Assuming there are no other issues, what should happen when the administrator uploads the import file?



The import will succeed, and the Account Owner field will be left blank.


The import will succeed, and the administrator will be prompted to select a user.


The import will fail, since all records in Salesforce must have an owner.


The import will succeed, and the administrator will be named as the default Account Owner.

Questions 3

A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.

What should the consultant consider when introducing the FSC features?



If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.


If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.


If there is a business process for taking detailed notes for client meetings and adding action items, the Action Plan component is recommended to use.


If there is a business process for showing common interests and needs across the company's clients, the Interaction Summaries component is recommended to use.

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