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Salesforce Financial Services Cloud Accredited Professional Financial Services Cloud Accredited Professional Exam Questions in PDF

Free Salesforce Financial Services Cloud Accredited Professional Dumps Questions (page: 5)

Financial Services Cloud Accredited Professional PDF — 84 Questions

What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

  1. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
  2. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
  3. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
  4. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
  5. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

Answer(s): B,E

Explanation:

Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to navigate to different screens. Flows can simplify and streamline the customer onboarding process by automating tasks and collecting information in an easy and intuitive way. You can use Flows to create service requests that capture the customer's details and update the related records in one place.
Flows enable customers to schedule appointments via customer communities, mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile apps, or websites to provide self- service options for customers. You can use Flows to create appointment scheduling forms that allow customers to book appointments with the right specialist at the right time and place. Verified


Reference:

: Salesforce Help Article 3 : Salesforce Help Article 4



How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

  1. Add a custom Rollup By Lookup (RBL) rule.
  2. Financial Goals can not be summarized at the household level.
  3. Create a formula field and add it to the Account page layout
  4. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

Answer(s): D

Explanation:

To change the configuration to summarize Financial Goals at the household level, you need to update the selection in "Activities & Objects to Roll Up" to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified


Reference:

:
Salesforce Financial Services Cloud Implementation Guide, page 81.



A client has called their Financial Advisor to open an Education Savings Account for their first child.
What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

  1. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
  2. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
  3. Create a Referral for the Banker for an Education Savings Account
  4. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
  5. Create two Life Events, one for the birth of the child and one for the Education Savings Account.

Answer(s): A,D

Explanation:

The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the child and a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create a record for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referrals to create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloud that allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified


Reference:

: Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page 33.



Which three referral metrics are tracked with custom components included in Financial Services Cloud?

  1. Web to Lead Referrals
  2. Expressed interests
  3. My Top Referrers
  4. My Approved Referrals
  5. Referrals Assigned to me

Answer(s): B,C,E

Explanation:

The following referral metrics are tracked with custom components included in Financial Services Cloud:
Expressed interests: This metric shows the number of referrals that have a specific expressed interest, such as a mortgage, a credit card, or a checking account. You can use this metric to understand the customer needs and interests that generate the most referrals. My Top Referrers: This metric shows the top referrers who have created referrals for you, ranked by the number of referrals and the conversion rate. You can use this metric to identify and appreciate your best sources of business.
Referrals Assigned to me: This metric shows the number of referrals that are assigned to you and their status, such as New, In Progress, or Closed. You can use this metric to monitor and manage your referral pipeline and prioritize your follow-up actions. Verified


Reference:

: Salesforce Financial Services Cloud User Guide, page 40. : Salesforce Financial Services Cloud User Guide, page 41. :
Salesforce Financial Services Cloud User Guide, page 42.



What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

  1. The managed extension package for intelligent Need-Based Referrals and Scoring
  2. Einstein Analytics for Financial Services
  3. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
  4. Salesforce CRM Dashboards

Answer(s): C

Explanation:

The unmanaged extension package for Intelligent Need-Based Referrals and Scoring provides users access to referral dashboards and reports, as well as referral scoring and routing features.



Viewing page 5 of 35

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