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Earning the FSC Accredited Professional certification can be a valuable asset for financial advisors and other professionals in the finance industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification demonstrates a candidate's expertise in using the Salesforce Financial-Services-Cloud platform, which can help them stand out in a competitive job market. Additionally, the certification can help companies identify candidates who are qualified to work with their financial clients.
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The FSC Accredited Professional exam covers a wide range of topics, including financial services industry knowledge, Salesforce Financial-Services-Cloud platform capabilities, and best practices for implementing financial services solutions on the Salesforce platform. Financial-Services-Cloud Exam consists of 60 multiple-choice questions and is timed at 90 minutes. The passing score for the exam is 68%, and individuals who pass the exam will earn the FSC Accredited Professional credential.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q100-Q105):
NEW QUESTION # 100
Which of these statements is correct?
- A. Assigning the Action Plan permission set automatically assigns an Action Plans permission set license to the user.
- B. Lightning is not required to enable Action Plans
- C. To assign the Action Plans permission set the user must have a Financial Services Cloud license.
- D. To give users access to the new action plans feature, you must add the Action Plans permission set to the user.
Answer: A,D
NEW QUESTION # 101
One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?
- A. Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
- B. The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
- C. When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
- D. Bankers with Branches with Opportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
Answer: B,D
Explanation:
The following considerations should be included when configuring the report with branch management reportable objects:
Bankers with Branches with Opportunities, Accounts, Leads, and Contacts report types are available for creating reports with Branch Unit Related Records. These are standard report types that allow users to create reports that show data from Banker, Branch Unit, Opportunity, Account, Lead, Contact, and Branch Unit Related Record objects.
The reportable objects include Banker, Branch Unit, Branch Unit Related Records, and Branch Unit Customer. These are custom objects that are part of the branch management feature in Financial Services Cloud. Banker is an object that represents a banker or an employee who works at a branch unit. Branch Unit is an object that represents a physical location where bankers provide services to customers. Branch Unit Related Record is an object that represents a record that is related to a branch unit, such as an opportunity, an account, a lead, or a contact. Branch Unit Customer is an object that represents a customer who has a relationship with a branch unit.
When Branch Unit is the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects. This means that the administrator can create reports that show data from Branch Unit and its related objects by using lookup fields or junction objects
NEW QUESTION # 102
A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?
- A. Chatter has to be enabled for Action Plans via Chatter settings in setup.
- B. Admin users have to be assigned the Action Plans permission set.
- C. Salesforce is yet to roll out Chatter for the Action Plan object.
- D. Feed tracking has to be enabled for the Action Plan object.
Answer: D
Explanation:
Explanation
Feed tracking has to be enabled for the Action Plan object in order to add a Chatter component to the Action Plan Lightning record page. Feed tracking allows you to see updates on records in Chatter feeds. You can enable feed tracking for custom objects, such as Action Plan, from the setup menu. Once feed tracking is enabled, you can add Chatter components, such as Feed or Publisher, to the record page using the Lightning App Builder. References: [Feed Tracking], [Chatter Components]
NEW QUESTION # 103
Which step is required to give a group of users access to a Financial Deal?
- A. Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
- B. Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
- C. Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
- D. Update Industries Settings to give users access to the Financial Dew object.
Answer: A
Explanation:
Explanation
To give a group of users access to a Financial Deal, you need to share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list. The Financial Deal Participants related list is a custom related list on the Financial Deal object that allows you to add users, groups, or queues as participants of a financial deal. Participants can have different roles and access levels for a financial deal, such as Owner, Collaborator, Viewer, or Approver. By adding a group as a participant, you can grant access to all the members of that group for a specific financial deal. Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7]
NEW QUESTION # 104
A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts.
How should an administrator meet this requirement?
- A. Create a validation rule that evaluates the account rating
- B. Create an escalation rule based on the opportunity amount.
- C. Create the workflow rule on opportunity object.
- D. Create an auto-response rule on the opportunity amount.
Answer: C
NEW QUESTION # 105
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