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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q52-Q57):

NEW QUESTION # 52
A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

A. Determine the best e-sigTiature solution to use.
B. Document the business process flows.
C. Design the solution using the Financial Services Cloud components.
D. Understand the journey!for the multiple personas involved in the process.
E. Create a visual flow diagram.

Answer: A,B,D

Explanation:
The following steps are needed to document the requirement for digitizing and automating the customer onboarding process following the discovery session:
Document the business process flows. You need to document the current and future state of the business process flows for customer onboarding, such as the steps, inputs, outputs, decisions, and dependencies involved in each flow. You can use tools such as diagrams, charts, or tables to illustrate the process flows and identify the pain points, gaps, or opportunities for improvement.
Understand the journey for the multiple personas involved in the process. You need to understand the journey for each persona that participates in or interacts with the customer onboarding process, such as the customer, the client specialist, or the manager. You can use tools such as personas, journey maps, or user stories to capture the needs, goals, pain points, and expectations of each persona and how they experience the process from their perspective.
Determine the best e-signature solution to use. You need to determine the best e-signature solution to use for collecting and processing digital signatures from customers during the onboarding process. You can use tools such as research, analysis, or comparison to evaluate different e-signature solutions based on criteria such as functionality, compatibility, security, cost, or user feedback. Verified Reference: : Salesforce Help Article [11] : Salesforce Help Article [12] : Salesforce Help Article [13]

NEW QUESTION # 53
Which two statements are true about Group Membership in Financial Services Cloud?

A. Group Membership is modeled using the Account-Group Relationship object.
B. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
C. Group Membership defines the role of the member within the Group.
D. With Group Membership settings you can define if a Group is the member's primary Group.

Answer: C,D

NEW QUESTION # 54
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A. Account
B. Financial Account
C. Case
D. Assets & Liabilities
E. Opportunity

Answer: A,B,E

Explanation:
Explanation
The following objects should be used when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline:
Opportunity: An Opportunity is a standard object that represents a potential sale or deal for your products or services. You can use the Opportunity object to track and manage the stages, amounts, probabilities, and expected revenue of your deals. You can also use the Opportunity object to associate products, price books, quotes, contracts, orders, or assets with your deals.
Account: An Account is a standard object that represents a person or an organization that has a business relationship with your company. You can use the Account object to store information about your customers, such as name, address, phone number, website, industry, or rating. You can also use the Account object to associate contacts, opportunities, activities, cases, or notes with your customers.
Financial Account: A Financial Account is a custom object in Financial Services Cloud that represents a financial product or service that is owned by an account holder or related to an account holder's financial goal. You can use the Financial Account object to store information about your customers' financial accounts, such as type, balance, status, or interest rate. You can also use the Financial Account object to associate financial transactions, financial account roles, or financial goals with your customers' financial accounts. Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7] :
Salesforce Help Article [8]

NEW QUESTION # 55
During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects?

A. Both the Financial Deal object and the Opportunity object support Compliant Data Sharing.
B. In a household, each household member is modeled as a Contact, and the household is modeled as an Account.
C. Interaction Summary is an enhancement of the standard Activity object. FSC implementations should use Interaction Summary as a replacement for the Activity object.
D. In a household, each of the household members is modeled as a Person Account and the household is modeled as an Account.
E. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't be disabled for the Opportunity object.

Answer: A,B,E

NEW QUESTION # 56
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
B. Create a formula field and add it to the Account page layout
C. Add a custom Rollup By Lookup (RBL) rule.
D. Financial Goalscan not be summarized at the household level.

Answer: A

Explanation:
To change the configuration to summarizeFinancial Goals at the household level, you need to update the selection in "Activities & Objects to Roll Up" to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 81.

NEW QUESTION # 57
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