support@Free-Braindumps.com
Register Login
Cisco
CompTIA
ISC
EC-Council
EXIN
Fortinet
ITIL
Juniper
Microsoft
VMware
Avaya
SAP
Google
NVIDIA
Salesforce
Amazon
Palo Alto Networks
ISC2
CrowdStrike
Anthropic
All Vendors
  1. Home
  2. Exams
  3. Salesforce
  4. Financial Services Cloud Accredited Professional

Free Financial Services Cloud Accredited Professional Exam Braindumps
Financial Services Cloud Accredited Professional Questions 36–40 (page: 9)

Updated On: 10-Feb-2026
Page 9 of 35
PDF with 84 Questions

[FSC Features and Functionality]
Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

  1. Add the Business record type to the Group record type mapper
  2. Capture the majority owner as parent account using Account hierarchy
  3. LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner
  4. Enable Relationship Group Hierarchy in Custom Metadata
  5. Link multiple owners to the business entity as a Group

Answer(s): A,C,E



[Financial Accounts, Rollups, and Referrals]
For which three objects are Rollup By Lookup (RBL) summaries are available?

  1. Life Events
  2. Financial Accounts
  3. Assets and Liabilities
  4. Contacts
  5. Claims

Answer(s): B,C,D



[Action Plans and Workflows]
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process.
What steps should the Admin take to make that change?

  1. Edit the published Action Plan Template directly.
  2. Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.
  3. Clone the existing Action PlanTemplate and make any necessary changes on the new Action Plan Template.

Answer(s): C



[FSC Features and Functionality]
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor.
What assignment logic should the Admin use when configuring this template task?

  1. Action Plan Creator
  2. Specific User
  3. Account Team
  4. Role
  5. Queues

Answer(s): E



[Action Plans and Workflows]
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process.
Where can Hank see Action Plan Tasks? (2 options)

  1. Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.
  2. Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
  3. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
  4. Hank will be able to see the Action Plan Tasks assigned to him on his calendar.

Answer(s): A,B



  PDF
Viewing page 9 of 35
Viewing questions 41 - 45 out of 84 questions


Post your Comments and Discuss Salesforce Financial Services Cloud Accredited Professional exam prep with other Community members:

AI Tutor AI Tutor 👋 I’m here to help!