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Salesforce Financial Services Cloud (FSC) is a comprehensive platform designed specifically for financial service providers. It offers a range of tools and features that help financial service providers manage their clients' accounts, track investments, and monitor financial performance. The Salesforce FSC Accredited Professional Certification Exam is designed to test professionals' knowledge of the platform and their ability to leverage it to provide top-notch financial services to clients. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is highly respected in the industry and can help professionals advance their careers by demonstrating their skills and knowledge.
Salesforce FSC Accredited Professional Certification Exam covers a range of topics related to the use of Salesforce Financial Services Cloud, including client management, financial planning, investment management, and compliance. Financial-Services-Cloud Exam is designed to assess the ability of professionals to use the platform to manage client relationships, track investment portfolios, and comply with industry regulations. It is also designed to test the proficiency of professionals in using the platform to generate reports, analyze data, and provide insights to clients.
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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is designed for individuals who want to showcase their expertise in the Salesforce Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is specifically tailored to professionals in the financial services industry who are looking to improve their skills and knowledge in the field. It is a highly sought-after certification that is recognized by employers worldwide.
NEW QUESTION # 53
Mortgage Broker Sue Berry wants to give an incentive reward to her top internal referrers.
What is the best practice for Sue Berry to identify her top referrers quickly?
Answer: A,B,D
NEW QUESTION # 54
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)
Answer: A,B
Explanation:
Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to navigate to different screens. Flows can simplify and streamline the customer onboarding process by automating tasks and collecting information in an easy and intuitive way. You can use Flows to create service requests that capture the customer's details and update the related records in one place.
Flows enable customers to schedule appointments via customer communities, mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile apps, or websites to provide self-service options for customers. You can use Flows to create appointment scheduling forms that allow customers to book appointments with the right specialist at the right time and place. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4
NEW QUESTION # 55
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9
Answer: A,D,E
Explanation:
Explanation
The following considerations indicate that a new Salesforce org is the better choice for implementing Financial Services Cloud:
The bank wants to use this project as an opportunity to retire customization. A new org will allow the bank to start fresh and avoid carrying over unnecessary or outdated customization that may conflict with Financial Services Cloud features or best practices.
The current implementation is using a product-centric view and the bank wants to move to a customer-centric view. A new org will allow the bank to adopt the Financial Services Cloud data model, which is designed to provide a holistic view of the customer and their relationships, goals, financial accounts, activities, and interactions.
Existing business capabilities and processes can be redesigned to deliver a higher business impact. A new org will allow the bank to leverage the Financial Services Cloud capabilities, such as Action Plans, Relationship Groups, Rollup By Lookup, Service Processes, etc., to optimize their business processes and enhance their customer experience. Verified References: : Salesforce Help Article 6
NEW QUESTION # 56
What are the challenges Financial Institutions face? (Select all that apply)
Answer: A,B,D
NEW QUESTION # 57
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?
Answer: A
Explanation:
The best way for the Admin to access a Financial Services Cloud pre-configured org, including data and the right licenses, to learn about the product is to request a 30-day Financial Services Cloud trial org. You can sign up for the 30-day trial using this form 4. You get preconfigured and preloaded sample data so you can start playing around in your new org right away. Once you're done testing it out, you can transition your trial org to a production org with the help of your account executive or solution engineer. Verified Reference: : Trailhead Module 5
NEW QUESTION # 58
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