Free FINANCIAL-SERVICES-CLOUD Exam braindumps download (FINANCIAL-SERVICES-CLOUD exam dumps Free)

QUESTION: 51

[FSC Features and Functionality]
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses.
Which Salesforce feature should be used for this digital onboarding process?

Aclion Plans
Financial Goals
Actionable Relationship Center
Flows

Answer(s): D

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QUESTION: 52

[FSC Features and Functionality]

Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

To enable users to see the ARC, you will need to add the component for ARC to the page layout.
ARC displays up to 5 related lists that have a configured compact layout.
ARC is certified to work with Person Accounts and Individual Accounts.
The Salesforce Admin has to create a permission set for granting access to the ARC FSC Lightning component.
The Association Type picklist controls the account-account relationship that display in the ARC.

Answer(s): A,B,E

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QUESTION: 53

[Financial Accounts, Rollups, and Referrals]
Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?

The Referral Score updated when a referral is convened to an Opportunity or closed.
The Referral Score updated when a lead is created using the referralrecord type.
The Referral Score updated when a referral is assigned from the queue to a user.
The Referral Score updated when an opportunity associated with the Referral is Closed Won

Answer(s): D

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QUESTION: 54

[Financial Accounts, Rollups, and Referrals]
Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

Referral Conversion
Assigning a Referral
Round Robin Referral Routing
Accepting a Referral
Referral Automated Approvals

Answer(s): A,B,D

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QUESTION: 55

[Security, Permissions, and Integration]
If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

to the household with the client's primary address
to all the parent households and groups
to the household selected by the advisor for record rollups.
to the Household where the client is the primary member

Answer(s): C

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Free FINANCIAL-SERVICES-CLOUD Exam Braindumps Financial Services Cloud Accredited Professional Questions 51–55 (page: 12)

QUESTION: 51

QUESTION: 52

QUESTION: 53

QUESTION: 54

QUESTION: 55

Free FINANCIAL-SERVICES-CLOUD Exam Braindumps
Financial Services Cloud Accredited Professional Questions 51–55 (page: 12)