Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24)
Last Update 16 hours ago
Total Questions : 168
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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?
A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FS
C.
What should the administrator do when designing the future state business process using FSC features?
Which three related lists are visible within Actionable Relationship Center associated with the Account object?
A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?
A new custom object has been created, and the records of this object will be created through integration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?
TESTED 02 Dec 2024
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