Free Financial Services Cloud Accredited Professional Exam Braindumps
Financial Services Cloud Accredited Professional Questions 76–80 (page: 17)

Updated On: 10-Feb-2026

[FSC Features and Functionality]
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
· The user has to enter contact and address information. · The user has to enter the driver's age and the car model and year. · The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

  1. OmniScripts
  2. Integration Procedures
  3. FlexCards
  4. APEX Code
  5. Business Rules Engine

Answer(s): A,B,E



[FSC Features and Functionality]
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

  1. Once-in-a-Lifetime event types
  2. Special event types
  3. Single event types
  4. Unique event types

Answer(s): D



[FSC Features and Functionality]
Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?

  1. Coordinate multiple flows and assign them to multiple teams or individuals.
  2. Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
  3. Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.
  4. Perform an operation for more records than schedule-triggered flows allow

Answer(s): C



[FSC Features and Functionality]
Which three related lists are visible within Actionable Relationship Center associated with the Account object?

  1. Cases
  2. Notes and Attachments
  3. Client Financial Goals
  4. Financial Holdings
  5. Household Financial Accounts

Answer(s): C,D,E



[FSC Features and Functionality]
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

  1. OmniStudio Action Document Generation
  2. Calculation Procedure
  3. DataRaptor
  4. Integration Procedure

Answer(s): A,C



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Viewing questions 81 - 84 out of 84 questions


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