Free PDF Quiz Salesforce Financial-Services-Cloud - Salesforce Financial Services Cloud (FSC) Accredited Professional Marvelous Pass Test

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q72-Q77):

NEW QUESTION # 72
A financial services company must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?

A. Configure the day without business hours, it is considered a non-work day, even if the day is a recurring holiday.
B. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non-work days to skip.
C. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
D. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.

Answer: A

Explanation:
Explanation
To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday. Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1. Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.
References:
Set Business Hours
Set Up Company-wide Holidays

NEW QUESTION # 73
A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?

A. Parent FlexCard with multiple Q**jld Flex Cards and Card Actions
B. Parent FlexCard with single Child and Card Actions
C. Parent FlexCard with single Child and multiple Card States
D. Parent FlexCard with multiple Cnrrarenand different Card States

Answer: A

Explanation:
The consultant should design the FlexCards as follows to meet the requirements:
Parent FlexCard with multiple Child Flex Cards and Card Actions. A Parent FlexCard is a construct in Financial Services Cloud that allows you to display information from one record in a card-like format on a Lightning page. A Child FlexCard is a construct in Financial Services Cloud that allows you to display information from related records in a card-like format within a Parent FlexCard. A Card Action is a construct in Financial Services Cloud that allows you to perform actions on a record from within a FlexCard, such as edit, delete, renew, or view details. You can use Parent FlexCards, Child FlexCards, and Card Actions to create an agent console that provides a 360-degree view of your customers and enables quick actions on their records. Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7] : SalesforceHelp Article [8]

NEW QUESTION # 74
Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A. Object Settings
B. Profiles
C. Custom Settings
D. Lightning Page Editor

Answer: C

Explanation:
Explanation
To enable Multiple Relationship Groups, which is a feature that allows users to add individuals to more than one group or household, the Admin needs to use Custom Settings. Custom Settings are similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. The Admin can use Custom Settings to enable Multiple Relationship Groups by following these steps:
From Setup, enter Custom Settings in the Quick Find box, then select Custom Settings.
Click Manage next to Group Member Record Type Mapper.
Click Edit next to Default Organization Level Value.
In Multiple Relationship Groups Enabled, select True.
Click Save.

NEW QUESTION # 75
The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?

A. Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners,
B. To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.
C. CDS can only be applied to FSC objects and Account and Opportunity objects.
D. To disable CDS for an object, any Participant Roles associated with that object must be deleted first.
E. CDS in FSC allows record owners to grant access to their records to other FSC users.

Answer: B,C,E

Explanation:
Compliant Data Sharing (CDS)is a feature of Financial Services Cloud that lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies. Some of the things to consider when implementing CDSin Financial Services Cloud (FSC) are:
CDS in FSC allows record owners to grant access to their records to other FSC users. Record ownerscan use the Manage Participants component on record pages to share their records with other users who have relevant roles or permissions6.
CDS can only be applied to FSC objects and Account and Opportunity objects. CDS supports sharing for Account, Opportunity, Financial Account, Financial Holding, Financial Goal, Referral, Relationship Group, Action Plan Template, Action Plan, Action Item Template, Action Item, Interaction Summary, Interaction Summary Participant Role Assignment, Interaction Summary Participant Role Definition7.
To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model. This ensures that only record owners and users above them in the role hierarchy have access to the records by default8.
References:
Compliant Data Sharing
Work with Compliant Data Sharing

NEW QUESTION # 76
A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A. Admin users have to be assigned the Action Plans permission set.
B. Salesforce is yet to roll out Chatter for the Action Plan object.
C. Feed tracking has to be enabled for the Action Plan object.
D. Chatter has to be enabled for Action Plans via Chatter settings in setup.

Answer: C

Explanation:
Explanation
Feed tracking has to be enabled for the Action Plan object in order to add a Chatter component to the Action Plan Lightning record page. Feed tracking allows you to see updates on records in Chatter feeds. You can enable feed tracking for custom objects, such as Action Plan, from the setup menu. Once feed tracking is enabled, you can add Chatter components, such as Feed or Publisher, to the record page using the Lightning App Builder. References: [Feed Tracking], [Chatter Components]

NEW QUESTION # 77
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