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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who want to validate their skills in the financial services industry with Salesforce. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is ideal for individuals who work in banks, insurance companies, wealth management firms, and other financial services organizations that use Salesforce as their primary CRM system.
The FSC Accredited Professional Exam is an important credential for professionals who work in the financial services industry. It helps them to demonstrate their expertise in using the Salesforce Financial-Services-Cloud to manage client relationships, increase sales, and improve operational efficiency. Financial-Services-Cloud exam is also a great way for professionals to stay up-to-date with the latest trends and best practices in the financial services industry.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q162-Q167):
NEW QUESTION # 162
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
- A. Lead Approval
- B. Lead Assignment Rules
- C. Lead Routing
- D. Einstein Lead Scoring
- E. Web to-Lead
Answer: B,C,D
Explanation:
Explanation
The System Admin can use the following Lead features for Intelligent Need-Based Referrals:
Lead Routing, which is a feature that allows users to distribute leads to the right users or queues based on criteria such as lead source, industry, or product interest.
Lead Assignment Rules, which are rules that specify how to assign leads to users or queues when they are created manually, captured from the web, or imported via Data Import Wizard.
Einstein Lead Scoring, which is a feature that uses artificial intelligence to analyze historical data and predict how likely a lead is to convert. Einstein Lead Scoring assigns a score and an insight to each lead, which can help users prioritize and follow up on the most promising leads.
NEW QUESTION # 163
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?
- A. Action Plans
- B. Flows
- C. Workflow Rules/Process Builder
- D. Apex Tnggers on the task object
Answer: A
NEW QUESTION # 164
Does FSC require Lightning?
- A. Yes
- B. No
Answer: A
NEW QUESTION # 165
Which three processes are part of Claims Management?
- A. Auto Adjudication
- B. Payment
- C. Quoting
- D. Underwriting
- E. Reserve Management
Answer: A,B,E
Explanation:
The following processes are part of Claims Management:
Auto Adjudication, which is a process that allows claims to be processed automatically without human intervention, based on predefined rules and criteria. Auto adjudication can improve the efficiency and accuracy of claims processing and reduce operational costs.
Reserve Management, which is a process that involves estimating and setting aside funds for future claims payments. Reserve management can help insurers manage their cash flow and solvency and comply with regulatory requirements.
Payment, which is a process that involves disbursing funds to claimants or providers after a claim has been approved. Payment can involve different methods, such as check, electronic funds transfer, or debit card. Payment can affect the customer satisfaction and retention rate of insurers.
NEW QUESTION # 166
What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?
- A. Importing the customer's existing data into Salesforce FSC without any modifications
- B. Conducting a gap analysis between the customer's current processes and SalesforceFSC capabilities
- C. Implementing a generic, one-size-fits-all solution for all customers
- D. Creating a new Salesforce instance from scratch for the customer
Answer: B
Explanation:
A gap analysis is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC). A gap analysis is a method of comparing the current state of a system or process with the desired future state and identifying the gaps or differences between them. By conducting a gap analysis, a consultant can understand the customer's painpoints, requirements,and expectations and design a solution that leverages the best practices and features of Salesforce FSC.
References:
Gap Analysis
Salesforce Financial Services Cloud Implementation Guide
NEW QUESTION # 167
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The Salesforce world has become so competitive and challenging. To say updated and meet the challenges of the market you have to learn new in-demand skills and upgrade your knowledge. With the Salesforce Financial-Services-Cloud Certification Exam everyone can do this job nicely and quickly. The Salesforce Financial Services Cloud (FSC) Accredited Professional (Financial-Services-Cloud) certification exam offers a great opportunity to validate the skills and knowledge.
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