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Financial Services Cloud

Financial Services Cloud is a Salesforce platform designed for banks, insurance companies, and wealth management firms. It helps manage customer relationships, streamline operations, and deliver personalized financial experiences. The platform leverages automation, analytics, and secure data management to improve customer engagement, optimize business processes, and ensure regulatory compliance.

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Financial Services Cloud

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  1. Salesforce Financial-Services-Cloud ExamName: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam Exam Version: 21.3 Questions & Answers Sample PDF (Preview content before you buy) Check the full version using the link below. https://pass2certify.com/exam/financial-services-cloud Unlock Full Features: Stay Updated: 90 days of free exam updates Zero Risk: 30-day money-back policy Instant Access: Download right after purchase Always Here: 24/7 customer support team https://pass2certify.com//exam/financial-services-cloud Page 1 of 5

  2. Question 1. (Multi Select) [FSC Data Model and Configuration] What actions can a Wealth Advisor take from the Life Events card7 A: Create Case B: Create Lead & Referral C: Open an Account D: Request Record Approval E: Create Opportunity Answer: B, D, E Question 2. (Single Select) [FSC Data Model and Configuration] What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type? A: In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone. B: Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field. C: Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field D: In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component Answer: C Question 3. (Multi Select) https://pass2certify.com//exam/financial-services-cloud Page 2 of 5

  3. [Financial Accounts, Rollups, and Referrals] Which of the following objects do support Group-Level Rollups? A: Tasks B: Alerts C: Financial Accounts D: Action Plans E: Opportunities Answer: C, D, E Question 4. (Multi Select) [Relationship and Group Management] Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships? A: Actionable Relationship Center B: Family Members Component C: Relationship Map D: Group Members Component E: Life Events Component Answer: A, C, D Question 5. (Multi Select) [FSC Data Model and Configuration] Which two statements are true about Group Membership in Financial Services Cloud? A: Group Membership defines the role of the member within the Group. B: With Group Membership settings you can define if a Group is the member's primaryGroup. C: With Group Membership settings you can define who is the primary and who is the secondary member https://pass2certify.com//exam/financial-services-cloud Page 3 of 5

  4. within the Group. D: Group Membership is modeled using the Account-Group Relationship object. Answer: A, B https://pass2certify.com//exam/financial-services-cloud Page 4 of 5

  5. Need more info? Check the link below: https://pass2certify.com/exam/financial-services-cloud Thanks for Being a Valued Pass2Certify User! Guaranteed Success Pass Every Exam with Pass2Certify. Save $15 instantly with promo code SAVEFAST Sales: sales@pass2certify.com Support: support@pass2certify.com https://pass2certify.com//exam/financial-services-cloud Page 5 of 5

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