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Salesforce Financial-Services-Cloud Exam Dumps Questions and Answers

Exam Code: Financial-Services-Cloud
Vendor: Salesforce
Last Update: Sep 25, 2023
Questions: 121
10  Customers Passed Salesforce Financial-Services-Cloud
91%  Average Success In Real Exam
95%  Questions came word by word from this dump
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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam Questions and Answers

Questions 1

Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?



When you work with Action Plans, you first create Action Plan Templates


Action Plans require a monthly license fee per user


Action Plans can be used to schedule appointments with the Bankers


Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance


Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

Questions 2

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?



Referral Conversion


Assigning a Referral


Round Robin Referral Routing


Accepting a Referral


Referral Automated Approvals

Questions 3

Which of the following objects do support Group-Level Rollups?







Financial Accounts


Action Plans



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