Online Access Free Financial-Services-Cloud Exam Questions

I used latest Financial-Services-Cloud exam materials and I passed. The study guide helped a lot and is a great reference material and you should pass as well.

Best exam guide by freecram for Financial-Services-Cloud exam. I just studied for 2 days and confidently gave the exam. Got 90% marks. Thank you freecram.

Though I purchased the study materials, but I always suspect the rightness of the exam questions. But you confirm that they were all the most valid questions. And I began to study hard then I truly got a successful pass. Thank you! Really grateful!

No.# from link "https://trailhead.salesforce.com/content/learn/modules/action-plans-for-financial-advisors-in-financial-services-cloud/configure-action-plans";


Select Skip Nonwork Days for Tasks.
This tells Action Plans to avoid nonworking hours, company holidays, and other nonworking days for deadline calculation.

Amazing practise exam software for Financial-Services-Cloud. I practised on it and fixed the mistakes I was doing previously. Thank you for this help, freecram. I passed with 95% marks.

I would like to share my positive feedback about my Salesforce (Financial-Services-Cloud) exam which I passed last week. Used your modules for Financial-Services-Cloud exam pdf . Financial-Services-Cloud again 95% Passing Score

I wasn't at all prepared and exam date for Financial-Services-Cloud exam was approaching. My daily routine work kept me so much engaged that I hadn't time to open books for preparation. In this

No.# Answer is A,D,E
https://help.salesforce.com/s/articleView?id=ind.fsc_admin_impl_design_considerations.htm&type=5

No.# I feel as though this is not meant to be a multi-select question since most answers contain two steps. If this were true then A would be correct. If not, I agree C+D

No.# I disagree with the comment below. The correct answer should be C because accounts can be created for leads, prospects and partners just to name a few.

No.# The best solution for implementing the business process in **Financial Services Cloud (FSC)** is:

### **A) When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.**

**Explanation:**
- **Action Plans** in **Financial Services Cloud** are designed to streamline business processes like customer follow-ups and to-do tasks. When a **new account** is created, the administrator can create an **Action Plan** that automatically generates tasks for the relationship manager to follow up with the customer at the specified intervals (2 days, 2 weeks, and 2 months).
- This approach ensures that relationship managers have structured tasks to complete and can track their progress in a standardized way, which directly addresses the need to **track and report on progress** in FSC.

### Why the other options are less ideal:
- **B) When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months**: This is more relevant to lead management rather than account creation. Since the focus is on following up with customers after they open their first bank account, **creating an action plan on account creation** (rather than lead conversion) is more appropriate.

- **C) When an account status is changed to "Customer", create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months**: While this approach seems reasonable, it assumes that the "Customer" status will be changed after the account creation, which may not always be the case. Also, setting up the action plan at the time of account creation is generally more effective for consistency.

- **D) When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months**: While email reminders can be useful, relying only on email notifications rather than creating structured **Action Plans** with tasks within Salesforce is less efficient. Action Plans allow for bette...

No.# C and D rather?

No.# Just to confirm, the correct answer is C.
When you check any Action Plan on the FSC org, there is a standard checkbox field called "Skip Nonworking Days For Tasks".

No.# The correct answer is A
https://help.salesforce.com/s/articleView?id=sf.fsc_data_consumption_framework_pointer.htm&type=5

No.# The correct answer is D
https://help.salesforce.com/s/articleView?id=sf.fsc_admin_create_arc_permset.htm&type=5

No.# The name of the field is "Name" not "Role"
The remaining options do not exist in salesforce

No.# Correct answer is A,C,E
https://help.salesforce.com/s/articleView?id=sf.fsc_arc_related_lists.htm&type=5

No.# Agreed, correct answer is A&D
Field level security for milestones has nothing to do with flows

No.# Correct answer is A
https://help.salesforce.com/s/articleView?id=sf.fsc_admin_arc_use_flexcards.htm&language=en_US&type=5

No.# The correct answer is C.
https://help.salesforce.com/s/articleView?id=sf.fsc_admin_arc_use_flexcards.htm&type=5