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Free Financial Services Cloud Accredited Professional Exam Braindumps
Financial Services Cloud Accredited Professional Questions 46–50 (page: 11)

Updated On: 10-Feb-2026
Page 11 of 35
PDF with 84 Questions

[FSC Data Model and Configuration]

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model.
What are the steps to disable person accounts? (Choose Three)

  1. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
  2. Assign the Person Account record type to the user profiles.
  3. Disable the Person Account custom setting.
  4. Remove Person Account record types from the Individual Record Type Mapper.
  5. Assign the Individual record type to the user profiles.

Answer(s): A,D,E



[FSC Data Model and Configuration]
Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups.
Where do Admins enable Multiple Relationship Groups?

  1. Object Settings
  2. Custom Settings
  3. Lightning Page Editor
  4. Profiles

Answer(s): B



[Financial Accounts, Rollups, and Referrals]
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account.
What will be the recommended approach to model this requirement?

  1. Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
  2. Map additional owners using the Financial Account Role.
  3. Map additional owners using theActionable Relationship Center.
  4. Create lookup fields on the Financial Account object to support additional owners

Answer(s): B



[FSC Features and Functionality]
Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features.
Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

  1. Financial Services Cloud Standard
  2. Client Segmentation
  3. Financial Service Cloud Basic
  4. Financial Service Cloud Extension

Answer(s): C



[Implementation and Best Practices]
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation.
What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

  1. Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
  2. Implement Financial Service Cloud in a Trial org and convert the Trial org toproduction org.
  3. Implement Financial Service Cloud in the existing org (Brow Field).
  4. Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact

Answer(s): A



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