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Top Financial-Services-Cloud Latest Dumps Ppt Pass Certify | Efficient Financial-Services-Cloud Latest Test Prep: Salesforce Financial Services Cloud (FSC) Accredited Professional

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Salesforce Financial Services Cloud is a powerful and comprehensive platform that empowers financial service providers to streamline their operations, increase customer engagement, and boost revenue. The FSC platform provides a range of tools and features that help financial service providers manage their customer data, track their sales and marketing activities, and monitor their business performance. By becoming certified in Salesforce FSC, professionals can demonstrate their expertise and proficiency in using this platform to deliver value to their clients and their organizations.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q26-Q31):

NEW QUESTION # 26
A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution's concern?

A. Implement Consent Management for Financial Services Cloud.
B. Enable and implement the iate Regulation checkbox on the client record to track their request.
C. Hide the client's contact information and add an approval process for allowing a user to access it to contact the client.
D. Integrate the Consent object with their Consent Platform to track it in Salesforce.

Answer: A

Explanation:
Explanation
Consent Management for Financial Services Cloud is a feature that helps financial institutions honor and respect their customers' wishes when they request only specific forms of contact from their company or opt-out of certain types of data-sharing. This feature helps institutions comply with the data protection and privacy regulations that apply to their company11. A consultant can suggest the following actions to implement Consent Management for Financial Services Cloud:
Set up tracking and storage of certain data privacy preferences: This involves creating data privacy records for customers who have opted out of certain types of communication or data-sharing, and selecting the appropriate options in the record to indicate their preferences12.
Use the Consent API: This is an API that lets users query, create, update, or delete consent records for customers who have given or withdrawn their consent for certain types of communication or data-sharing.
Protect your Salesforce organization: This involves setting up organization-wide sharing settings, encryption, field-level security, and other measures to ensure that only authorized users can access or modify customer data according to their consent preferences.
References:
Consent Management for Financial Services Cloud
Set Up Tracking and Storage of Certain Data Privacy Preferences
[Use the Consent API]
[Protect Your Salesforce Organization]

NEW QUESTION # 27
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

A. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
B. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
C. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
D. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field

Answer: A

NEW QUESTION # 28
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a member's Financial Account Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A. Ensure the Primary Group flag in the Account record is checked
B. Ensure RollupByLookup Configuration is Active.
C. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
D. Ensure the reported household is the Primary Group for the member.
E. Ensure that the member is the Primary Member in that Household.

Answer: B,D

NEW QUESTION # 29
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A. The user can change the color of important life events to red.
B. The user can customize the order of life events to be set in chronological order
C. The Admin can change the color of important life events to red.
D. The Admin can customize the order of life events to be set in chronological order.

Answer: C

Explanation:
Explanation
The Admin can change the color of important life events to red by using custom CSS in a Lightning App Builder theme layout component. This way, the agents can quickly scan the Life Events component and find the information they need without much effort. The color red can draw attention and indicate urgency or importance for certain life events.

NEW QUESTION # 30
Which of the following objects do support Group-Level Rollups?

A. Alerts
B. Financial Accounts
C. Opportunities
D. Action Plans
E. Tasks

Answer: B,C,E

NEW QUESTION # 31
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