FINANCIAL-SERVICES-CLOUD EXAM BOOTCAMP & FINANCIAL-SERVICES-CLOUD LATEST DUMPS & FINANCIAL-SERVICES-CLOUD STUDY MATERIALS

Financial-Services-Cloud Exam Bootcamp & Financial-Services-Cloud Latest Dumps & Financial-Services-Cloud Study Materials

Financial-Services-Cloud Exam Bootcamp & Financial-Services-Cloud Latest Dumps & Financial-Services-Cloud Study Materials

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Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is a globally recognized certification program designed for professionals who want to validate their skills and knowledge in implementing and managing Salesforce Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is specifically designed for professionals who are responsible for managing financial services products, such as wealth management, insurance, and banking products.

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100% Pass Quiz Salesforce - Financial-Services-Cloud –Professional Valid Study Materials

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q125-Q130):

NEW QUESTION # 125
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?

  • A. Export
  • B. Bucketing
  • C. Matrix Report
  • D. Schedule
  • E. Joined Report

Answer: B


NEW QUESTION # 126
Scott Adams is opening a savings account at his mom's bank. The personal banker Hank Burton wants to make sure all Scott's financial data is rolling up to his parent's household, Adams Household. Rachel Adams, Scott's mom already is the primary member of the Adams Household. How can the banker accomplish this?

  • A. Disable the primary group setting for Scott on the Adams Household.
  • B. Make the Adams Household Scott's primary group and make him the primary member.
  • C. Make the Adams Household Scott's primary group and edit the Activities & Objects to roll up.

Answer: C


NEW QUESTION # 127
The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Call to report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

  • A. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
  • B. Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeTe
  • C. Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
  • D. Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
  • E. Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale

Answer: B,C,D

Explanation:
Explanation
The following value outcomes should the company's stakeholders expect from implementing Salesforce Financial Services Cloud (FSC):
Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC. This outcome means that the company improved its customer satisfaction (CSAT) and net promoter score (NPS) metrics by providing customized and relevant interactions with customers, reducing their waiting time by handling cases more efficiently, and offering self-service options through chatbots powered by artificial intelligence.
Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans. This outcome means that the company enhanced its customer onboarding process by speeding up and streamlining the document management and approval workflow using Action Plans, which are features that allow users to create templates for common client processes, such as account opening, loan application, or financial review.
Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page. This outcome means that the company increased its advisor productivity by providing them with a daily task list that shows their priorities and action items, a client life events component that shows important events in their clients' lives, an opportunities component that shows potential sales deals, and an aggregated household information component that shows a holistic view of their clients' financial situation, all on the FSC Home Page


NEW QUESTION # 128
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

  • A. Action Plans
  • B. Apex Tnggers on the task object
  • C. Flows
  • D. Workflow Rules/Process Builder

Answer: A


NEW QUESTION # 129
Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?

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

Answer: D


NEW QUESTION # 130
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