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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q35-Q40):
NEW QUESTION # 35
Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer.
The Advisor wants to capture that information in the
Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?
- A. Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.
- B. Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.
- C. Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.
Answer: C
NEW QUESTION # 36
A system administrator at universal containers created a new account record type. However, sales users are unable to select record type when creating new account records.
What is a possible reason for this? (2 answers)
- A. The record type has not been added to the sales user profile
- B. The record type does not have an assigned page layout
- C. The record type has not been set as the default record type
- D. The record type has not been activated.
Answer: A,D
NEW QUESTION # 37
A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts.
How should an administrator meet this requirement?
- A. Create an auto-response rule on the opportunity amount.
- B. Create a validation rule that evaluates the account rating
- C. Create the workflow rule on opportunity object.
- D. Create an escalation rule based on the opportunity amount.
Answer: C
NEW QUESTION # 38
Which of these statements is correct?
- A. To give users access to the new action plans feature, you must add the Action Plans permission set to the user.
- B. To assign the Action Plans permission set the user must have a Financial Services Cloud license.
- C. Assigning the Action Plan permission set automatically assigns an Action Plans permission set license to the user.
- D. Lightning is not required to enable Action Plans
Answer: A,C
NEW QUESTION # 39
Universal containers set the organization-wide defaults for cases to private. When a case is escalated, case ownership changes to Tier 2 support agent.
How can a system administrator give the sales operation team read/write access to all escalated cases?
- A. Create a criteria-based sharing rule.
- B. Create a case escalation rule.
- C. Create a case assignment rule.
- D. Create an ownership-based sharing rule.
Answer: A
NEW QUESTION # 40
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