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Exam Financial-Services-Cloud Study Solutions & New Financial-Services-Cloud Test Prep

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q138-Q143):

NEW QUESTION # 138
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

A. Implement Financial Service Cloud in a Trial org and convert the Trial org to production org.
B. Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
C. Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact
D. Implement Financial Service Cloud in the existing org (Brow Field).

Answer: C

NEW QUESTION # 139
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 Events using Permission Sets.
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 Evenls using sharing rules.

Answer: C

Explanation:
Explanation
The Salesforce Admin can hide sensitive Life Events on the Life Events component on the Lightning Page using the Properties pane. The Life Events component is a Lightning component that displays a timeline of life events and business milestones for a client or a group. The Admin can use the Properties pane to customize the component and select which event types to show or hide on the timeline.

NEW QUESTION # 140
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

A. Configure Dynamic Lightning pages.
B. Enable In-App Guidance to provide walk-throughs.
C. Build custom Lightning pages that correspond to each stage of the business process.
D. Use flows to remove the neea for complex Lightning pages.
E. Configure Dynamic Actions for Lightning pages.

Answer: B,D,E

Explanation:
Explanation
The following actions regarding functionality and features should be suggested to help guide Cumulus Insurance users through their complex business processes:
Configure Dynamic Actions for Lightning pages. Dynamic Actions are a feature that allows you to customize the actions that appear on a Lightning page based on criteria such as record type, field value, device type, or user profile. You can use Dynamic Actions to show or hide actions that are relevant or irrelevant for each stage of the business process, such as creating a case, sending an email, or generating a quote.
Enable In-App Guidance to provide walk-throughs. In-App Guidance is a feature that allows you to create prompts and guided tours that appear within the Salesforce app to help users learn new features, complete tasks, or adopt best practices. You can use In-App Guidance to provide step-by-step guidance for complex business processes, such as onboarding a customer, submitting a claim, or renewing a policy.
Use flows to remove the need for complex Lightning pages. Flows are a tool that allows you to 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. You can use flows to simplify and streamline complex business processes, such as applying for a loan, enrolling in a plan, or changing a beneficiary. Verified References: : Salesforce Help Article
[12] : Salesforce Help Article [13] : Salesforce Help Article [14]

NEW QUESTION # 141
A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

A. Topics
B. Alerts
C. Interest Tags
D. Engagement Topics

Answer: C

Explanation:
Explanation
The Financial Services Cloud feature that is most suitable for tracking clients' hobbies for marketing purposes is Interest Tags. Interest Tags are features that allow users to add tags to contacts or individuals based on their interests or preferences. Users can create custom interest tags or use predefined ones from FSC. By using Interest Tags, the wealth management firm can capture its clients' hobbies and use them for marketing segmentation or personalization.

NEW QUESTION # 142
What are the three building blocks of Flow Orchestration?

A. Processes
B. Blocks
C. Stages
D. Steps
E. Work Items

Answer: C,D,E

Explanation:
The following are the building blocks of Flow Orchestration:
Steps: Steps are discrete units of work that can be performed by a user or a system within a flow orchestration. Steps can have different types,such as user input steps, system action steps, decision steps, or subflow steps. Steps can also have different attributes, such as name, description, icon, input variables, output variables, or preconditions.
Stages: Stages are logical groupings of stepsthat represent phases or milestones within a flow orchestration.
Stages can have different attributes, such as name, description, icon, entry criteria, exit criteria, or completion actions.
Work Items: Work Items are instances of flow orchestrations that track the progress and status of each execution. Work Items can have different attributes, such as name, description, owner, assignee, due date, priority, status, stage history, or step history. Verified References: : Salesforce Help Article [7] : Salesforce Help Article [8] : Salesforce Help Article [9]

NEW QUESTION # 143
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