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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q17-Q22):
NEW QUESTION # 17
Which three things must an admin keep in mind when creating Action Plan Templates’5
- A. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
- B. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
- C. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
- D. The Action Plan Template permission set must be added to all users that want to use Action Plans.
- E. When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset ” defined in the Action Plan Template
Answer: A,C,E
NEW QUESTION # 18
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?
- A. Schedule
- B. Export
- C. Bucketing
- D. Joined Report
- E. Matrix Report
Answer: C
NEW QUESTION # 19
What type of customization can be done on Activities? (Tasks and Events) (3 answers)
- A. Assignment Rules
- B. Custom Fields
- C. Validation Rules
- D. Field Tracking
- E. Workflow Rules
Answer: B,C,D
NEW QUESTION # 20
What step is required to give users access to the Financial Services Cloud Commercial Banking features?
- A. Update Industries Settings to give users access to the Commercial Banking Console Lightning app.
- B. Install the Commercial Banking Managed Package
- C. Assign permission sets to give users access to the Commercial Banking Console Lightning app.
- D. Update the user profiles to give users access to Financial Services Cloud objects
Answer: C
NEW QUESTION # 21
When importing data, what happens if some records do NOT met the data validation criteria?
- A. Import process requires user authorization to import the invalid records
- B. Import process ignores the data validation criteria
- C. Import process aborts when it encounters the first invalid record
- D. Import process fails only for the records with invalid data.
Answer: D
NEW QUESTION # 22
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