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Exam Code:Financial-Services-Cloud
Exam Name:Salesforce Financial Services Cloud (FSC) Accredited Professional
Certification Provider:Salesforce
Free Question Number:35
Version:v2023-10-21
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# of views:3325
# of Questions views:46364
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Recent Comments (The most recent comments are at the top.)

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Al - Dec 11, 2024

No.# Correct answer is A,C,D
The bank wants to use this project as an opportunity to retire customization. A new org will allow the bank to start fresh and avoid carrying over unnecessary or outdated customization that may conflict with Financial Services Cloud features or best practices.
The current implementation is using a product-centric view and the bank wants to move to a customer-centric view. A new org will allow the bank to adopt the Financial Services Cloud data model, which is designed to provide a holistic view of the customer and their relationships, goals, financial accounts, activities, and interactions.
Existing business capabilities and processes can be redesigned to deliver a higher business impact. A new org will allow the bank to leverage the Financial Services Cloud capabilities, such as Action Plans, Relationship Groups, Rollup By Lookup, Service Processes, etc., to optimize their business processes and enhance their customer experience.

Al - Nov 08, 2024

No.# Correction, B+C

Al - Nov 08, 2024

No.# The correct answer is A,B. Flow for FSC is not available for the individual object model and I have no idea what FLS for Milestones could possibly have to do with Flows

Al - Nov 08, 2024

No.# The correct answer is E
A Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use Relationship Groups to link duplicate client records and create a consolidated view of their financial data, activities, and interactions. You can also use Relationship Groups to sync data between Salesforce and the source system using external IDs and integration tools.

Vrajesh - Jul 24, 2024

No.# We can not use deduplication rule as the question is asking to update the original system record based on salesforce update. This require to keep the records in salesforce. D is correct answer

Wasn't me! - Jun 17, 2024

No.# It's important to avoid duplicate records. Duplication rules can help to find dupes and inform/block users to create/edit. A good integration has a mandatory master external ID, other systems could also have their external id, however not mandatory.

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Alcheikh - May 24, 2024

No.# Person account cannot be disabled once enabled.
The correct Answers are : A,D,E

NoName - Mar 14, 2024

No.# FSC has a feature where you can group contacts that looks similar, duplicate rules only ensures that the user is notified and blocked from creating a new record, am I wrong ? please check this answer

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Berg - Oct 26, 2023

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