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Free Financial Services Cloud Accredited Professional Exam Braindumps
Financial Services Cloud Accredited Professional Questions 81–85 (page: 18)

Updated On: 10-Feb-2026
Page 18 of 35
PDF with 84 Questions

[FSC Features and Functionality]
A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center.
Which license should the administrator select on the Permission Set setup page?

  1. FSC Standard
  2. FSC Basic
  3. OmniStudio
  4. FSC Extension

Answer(s): A



[FSC Features and Functionality]
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

  1. Select Use FlexCard from the node Display tab to show the node in a FlexCar
  2. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
  3. Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
  4. Reference the FlexCard in the Display properties of the custom ARC relationship graph.

Answer(s): D



[Security, Permissions, and Integration]
Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

  1. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
  2. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
  3. Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
  4. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

Answer(s): C



[Financial Accounts, Rollups, and Referrals]
A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.

Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

  1. Assign the record type to users.
  2. Create a new record type Referral' on the Lead object.
  3. Create a new referral record type mapper record.
  4. Create a custom Referral object.
  5. Update the lead page layout.

Answer(s): A,B,E



[FSC Features and Functionality]
Which step is required to give a group of users access to a Financial Deal?

  1. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
  2. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
  3. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
  4. Update Industries Settings to give users access to the Financial Dew object.

Answer(s): C



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