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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q17-Q22):

NEW QUESTION # 17
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?

• A. Create an independent Task not related to original Action Plan
• B. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
• C. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
• D. Use the Action Plan item feature to add an additional task to a published Action Plan.

Answer: D
NEW QUESTION # 18
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement FSC. Their Salesforce Admin is considering whether to use a new Salesforce org for the FSC users, or upgrade the existing org. Which considerations indicate that upgrading the existing Salesforce org is the better choice?

• A. The bank has limited redesign opportunities for business capabilities.
• B. Data migration is a big concern. The current org has a large amount of data and the bank wants to minimize data migration efforts.
• C. The bank wants to use this project as an opportunity to retire customizations.
• D. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.
• E. The bank is currently using several ISV solutions and re-implementing them would be a big effort.

Answer: A,B,E
NEW QUESTION # 19
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future. Which of the following statements are correct?

• A. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
• B. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
• C. Life Events can not be displayed on the Household level of the Account Record.
• D. When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.

Answer: A,D
NEW QUESTION # 20
What is the purpose of the AppExchange? (2 answers)

• A. Customers can share and install apps published by Salesforce partners
• B. Support users can install the Salesforce Console for Service customers
• C. Partners can download accounts and contacts to collaborate on sales deals
• D. Administrators can download and customize pre-built dashboards and reports

Answer: A,D
NEW QUESTION # 21
Lake Tahoe Bank SF admin is planning to migrate date into the new FSC org. The admin can control whether Rollup by Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the admin wants to disable rollups to speed up data loading. Where in SF would the admin disabled rollups to accelerated loads? (1 correct answer)

• A. Custom Settings
• B. Object Settings
• C. Company Settings
• D. App Manager

Answer: A
NEW QUESTION # 22
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