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Salesforce Financial-Services-Cloud Exam Dumps

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam

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Total Questions : 121
Update Date : April 13, 2024
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Salesforce Financial-Services-Cloud Sample Questions

Question # 1

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement? 

A. RBL calculations can not be disabled when importing data into your Salesforce org. 
B. An RBL rule displays summary calculations of financial account information, such as account balances. 
C. When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels. 
D. Rollups for multiple joint owners are not supported 
E. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities. 

Question # 2

Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement? 

A. The Salesforce Admin can manage sensitive Life Evenls using sharing rules. 
B. The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist. 
C. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane. 
D. The Salesforce Admin can manage sensitive Life Events using Permission Sets. 

Question # 3

Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)? 

A. To enable users to see the ARC, you will need to add the component for ARC to the page layout. 
B. ARC displays up to 5 related lists that have a configured compact layout.
C. ARC is certified to work with Person Accounts and Individual Accounts. 
D. The Salesforce Admin has to create a permission set for granting access to the ARC – FSC Lightning component. 
E. The Association Type picklist controls the account-account relationship that display in the ARC. 

Question # 4

Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member of the Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A. Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up. 
B. Add Scon as a Related Contact to the Adams Household. 
C. Make the Adams Household Scotts pnmary Group and make Scott the pnmary member 
D. Disable the Primary Group setting fof Scon on the Adams Household 

Question # 5

Which two statements are true for a Group in Financial Services Cloud? 

A. Financial Services Cloud includes a group record type for households 
B. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object 
C. A group is a type of account record that people and businesses can be related to through the account contact relationship object. 
D. Financial Services Cloud includes a group record type for businesses 

Question # 6

Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?  

A. Contact-Contact Relationship 
B. Custom Relationship Group 
C. Account with Record Type = Business 
D. Standard Household