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The FSC Accredited Professional Certification Exam is recognized globally as a mark of excellence and expertise in Salesforce Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is designed to help professionals enhance their career prospects and gain a competitive edge in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is also a great way for professionals to demonstrate their commitment to their profession and their dedication to staying up-to-date with the latest industry trends and best practices.
Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is a highly sought-after designation for professionals in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is designed to validate the skills and knowledge required to implement and use the Salesforce Financial Services Cloud platform effectively. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is challenging and requires extensive preparation, but the benefits of earning this designation are well worth the effort.
To pass the Salesforce FSC Accredited Professional Certification Exam, candidates must demonstrate a thorough understanding of the Salesforce FSC platform, including its features and functionality. They must also show the ability to use the platform to manage clients' accounts, track investments, and provide financial advice. Financial-Services-Cloud Exam is challenging and requires candidates to have extensive knowledge of the financial services industry, as well as a solid understanding of Salesforce. However, passing the exam can be a great way for financial services professionals to demonstrate their expertise and gain credibility in the industry.
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Free PDF 2026 Salesforce Perfect Financial-Services-Cloud: Salesforce Financial Services Cloud (FSC) Accredited Professional Reliable Exam Preparation
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q76-Q81):
NEW QUESTION # 76
A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?
- A. Claims Management
- B. Quote Creathqn Toolbox
- C. MobileClaimSubmission
- D. Policy Administration
- E. Quote, Rate, and Apply
Answer: A,D,E
Explanation:
The following standard Insurance Platform components can digitally enable the core insurance operations of getting an insurance quote or submitting a claim:
Policy Administration, which is a component that allows users to manage the lifecycle of insurance policies, such as creating, renewing, canceling, or endorsing policies. By using Policy Administration, the consulting firm can enable customers to view and update their policy information online.
Claims Management, which is a component that allows users to manage the lifecycle of insurance claims, such as creating, investigating, adjusting, or settling claims. By using Claims Management, the consulting firm can enable customers to submit and track their claims online.
Quote, Rate, and Apply, which is a component that allows users to create and compare insurance quotes, calculate premiums and discounts, and apply for policies online. By using Quote, Rate, and Apply, the consulting firm can enable customers to get an insurance quote online
NEW QUESTION # 77
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?
- A. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
- B. Use Lightning Scheduler to periodically schedule tasks for account owners.
- C. Train account owners to create required tasks periodically and set due dates for tracking.
- D. Run a nightly process to create tasks and assign them to account owners for follow-ups
Answer: A
Explanation:
As explained in the previous question, Action Plans are a feature that can help users track and manage common client processes. By creating an Action Plan Template with associated pre-determined Tasks, such as reviewing credit & debit card usage, reviewing account payables, and discussing credit needs, users can ensure that these activities are tracked and followed up on in a timely manner. Users can also automate the periodical creation of Action Plans for customer accounts using Process Builder or Apex triggers.
NEW QUESTION # 78
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
- A. Action Plans can automatically schedule the next appointment with the Advisor.
- B. Action Plans can speed up the collection of a list of documents needed for the loan application
- C. When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
- D. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
- E. Action Plans create repeatable tasks and automate the task sequences when executed
Answer: C,D,E
Explanation:
Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed. When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record.
Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
NEW QUESTION # 79
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
- A. ARC is certified to work with Person Accounts and Individual Accounts.
- B. The Association Type picklist controls the account-account relationship that display in the ARC.
- C. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
- D. To enable users to see the ARC, you will need to add the component for ARC to the page layout.
- E. ARC displays up to 5 related lists that have a configured compact layout.
Answer: B,C,D
NEW QUESTION # 80
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?
- A. Aclion Plans
- B. Flows
- C. Financial Goals
- D. Actionable Relationship Center
Answer: B
Explanation:
Explanation
The Salesforce feature that should be used for the digital onboarding process is Flows. Flows are a tool that can automate business processes and guide users or customers through screens that collect and display information. Flows can have multiple steps and branching logic that ask for different information depending on the responses. Flows can also integrate with existing data and prefill fields with information that the bank already has on file, reducing the need to ask the customer for redundant information. Flows can be embedded in Lightning pages, Experience Cloud sites, mobile apps, or websites to provide a seamless and engaging digital onboarding experience. Verified References: : Salesforce Help Article 1 : Salesforce Help Article 2
NEW QUESTION # 81
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