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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q66-Q71):

NEW QUESTION # 66
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

• A. Role
• B. Queues
• C. Account Team
• D. Specific User
• E. Action Plan Creator

Answer: A,B,C
NEW QUESTION # 67
What is the purpose of the ideas community? (2 answers)

• A. To invite customers, partners, and employees to submit ideas
• B. To post customer ideas by logging cases on the Ideas tab of the portal
• C. To provide access to articles that answer questions around an idea theme
• D. To comment on and vote for ideas posted by other community members

Answer: A,D
NEW QUESTION # 68
Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer. The Advisor wants to capture that information in the Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?

• A. Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
• B. Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.
• C. Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.

Answer: C
NEW QUESTION # 69
Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

• A. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
• B. Disable the Primary Group setting fof Scon on the Adams Household
• C. Add Scon as a Related Contact to the Adams Household.
• D. Make the Adams Household Scotts pnmary Group and make Scott the pnmary member

Answer: A
NEW QUESTION # 70
What are three examples of proper use of Financial Goals?

• A. Displaying the current amount and percentage of target value for a College Savings Account.
• B. Tracking money saved each year to pay for a vacation, depending on destination and budget.
• C. Measure progress toward a down payment amount for a new home.
• D. Measure progress toward paying off a Mortgage.
• E. Displaying the amount and percentage of the remaining balance for an Auto Loan.

Answer: A,B,C
NEW QUESTION # 71
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