20:00

PDF|

Guide for Salesforce Financial Services Cloud (FSC) Accredited Professional (AP)

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

Free Test
/ 10

Quiz

1/10
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?
Select the answer
1 correct answer
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

Quiz

2/10
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business
Milestones?
Select the answer
1 correct answer
A.
Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties
B.
Setup > Custom Code > Static Resources
C.
Setup > User Interface > icons > Life Events and Business Milestones
D.
Setup > Financial Services > Icons > Life Events and Business Milestones

Quiz

3/10
What actions can a Wealth Advisor take from the Life Events card7
Select the answer
3 correct answers
A.
Create Case
B.
Create Lead & Referral
C.
Open an Account
D.
Request Record Approval
E.
Create Opportunity

Quiz

4/10
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?
Select the answer
1 correct answer
A.
Contact-Contact Relationship
B.
Custom Relationship Group
C.
Account with Record Type = Business
D.
Standard Household

Quiz

5/10
What should a Financial Advisor use to model the relationship between a business contact and a
client that is modeled as a person account?
Select the answer
1 correct answer
A.
Account-Account Relationship
B.
Contact-Contact Relationship and the Reciprocal Rote
C.
Reciprocal Role
D.
Account-Contact Relationship and the Reciprocal Role

Quiz

6/10
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?
Select the answer
3 correct answers
A.
An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
B.
Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
C.
The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
D.
Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
E.
RBL rules do not require a lot of processing power.

Quiz

7/10
Which of the following objects do support Group-Level Rollups?
Select the answer
3 correct answers
A.
Tasks
B.
Alerts
C.
Financial Accounts
D.
Action Plans
E.
Opportunities

Quiz

8/10
Which 3 options does the Financial Services Cloud application offer to view and update Account-
Account. Account-Contact, and Contact-Contact Relationships?
Select the answer
3 correct answers
A.
Actionable Relationship Center
B.
Family Members Component
C.
Relationship Map
D.
Group Members Component
E.
Life Events Component

Quiz

9/10
Which two statements are true about Group Membership in Financial Services Cloud?
Select the answer
2 correct answers
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 primary Group.
C.
With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
D.
Group Membership is modeled using the Account-Group Relationship object.

Quiz

10/10
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a
different systems of record. Any changes made in Salesforce should be updated in the source system.
What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in
the Financial Services Cloud?
Select the answer
1 correct answer
A.
Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
B.
Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
C.
Create a custom Person Account hierarchy to link duplicate client records.
D.
Create custom components to provide a single view of the client.
E.
Link individuals using related contacts to link duplicate client records
Looking for more questions?Buy now

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Practice test unlocks all online simulator questions

Thank you for choosing the free version of the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) practice test! Further deepen your knowledge on Salesforce Simulator; by unlocking the full version of our Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Simulator you will be able to take tests with over 170 constantly updated questions and easily pass your exam. 98% of people pass the exam in the first attempt after preparing with our 170 questions.

BUY NOW

What to expect from our Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) practice tests and how to prepare for any exam?

The Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Simulator Practice Tests are part of the Salesforce Database and are the best way to prepare for any Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam. The Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) practice tests consist of 170 questions and are written by experts to help you and prepare you to pass the exam on the first attempt. The Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) database includes questions from previous and other exams, which means you will be able to practice simulating past and future questions. Preparation with Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Simulator will also give you an idea of the time it will take to complete each section of the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) practice test . It is important to note that the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Simulator does not replace the classic Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) study guides; however, the Simulator provides valuable insights into what to expect and how much work needs to be done to prepare for the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam.

BUY NOW

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Practice test therefore represents an excellent tool to prepare for the actual exam together with our Salesforce practice test . Our Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Simulator will help you assess your level of preparation and understand your strengths and weaknesses. Below you can read all the quizzes you will find in our Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Simulator and how our unique Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Database made up of real questions:

Info quiz:

  • Quiz name:Salesforce Financial Services Cloud (FSC) Accredited Professional (AP)
  • Total number of questions:170
  • Number of questions for the test:50
  • Pass score:80%

You can prepare for the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exams with our mobile app. It is very easy to use and even works offline in case of network failure, with all the functions you need to study and practice with our Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Simulator.

Use our Mobile App, available for both Android and iOS devices, with our Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Simulator . You can use it anywhere and always remember that our mobile app is free and available on all stores.

Our Mobile App contains all Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) practice tests which consist of 170 questions and also provide study material to pass the final Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam with guaranteed success. Our Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) database contain hundreds of questions and Salesforce Tests related to Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam. This way you can practice anywhere you want, even offline without the internet.

BUY NOW