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Free Financial Services Cloud Accredited Professional Exam Braindumps
Financial Services Cloud Accredited Professional Questions 31–35 (page: 8)

Updated On: 10-Feb-2026
Page 8 of 35
PDF with 84 Questions

[FSC Features and Functionality]
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

  1. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
  2. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
  3. Usethe Action Plan item feature to add an additional task to a published Action Plan.
  4. Create an independent Task not related to original Action Plan

Answer(s): C



[Action Plans and Workflows]
Which three things must an admin keep in mind when creating Action Plan Templates'5

  1. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
  2. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
  3. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
  4. When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
  5. The Action Plan Template permission set must be added to all users that wantto use Action Plans.

Answer(s): B,C,D



[Relationship and Group Management]
A System Administrator has received a note from one of theportfolio managers that the ActionableRelationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have accessto it and are able to use it to manage their customer's relationships.
What is a possible cause for this?

  1. The portfolio manager has not been given the permissions that enable users to view and manage ARC
  2. The portfolio manager does not have access tothe Lightning page that has the ARC component added
  3. The portfolio manager does not have access to the account records that he is trying to create for.
  4. The ARC Component has not been added to the page layout

Answer(s): A



[FSC Features and Functionality]
Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

  1. Accounts & Businesses
  2. Accounts & Members
  3. Accounts & Peers
  4. Accounts & Groups

Answer(s): A,C,D



[FSC Features and Functionality]
Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe 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?

  1. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
  2. Add Scon as a Related Contact to the Adams Household.
  3. Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
  4. Disable the Primary Group setting fof Scon on the Adams Household

Answer(s): A



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