Financial Services Cloud Accredited Professional Dumps PDF Free Download

QUESTION: 26

What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

Referral Scoring
Referrals Rollups
Group Member Referrals
Referral Group Process Builder

Answer(s): B

Explanation:

Referrals Rollups is a feature that enables users to see all the referrals for the members of a group, such as a branch or a team. It also allows users to filter referrals by status, priority, or owner.

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QUESTION: 27

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

Referral Approval Processes
Intelligent Need-Based Referrals and Scoring
Einstein Referral Scoring for Financial Services Cloud
Referral Routing Rules

Answer(s): B

Explanation:

Intelligent Need-Based Referrals and Scoring is a capability that helps bankers prioritize the most promising referrals by assigning a score based on the client's needs, preferences, and interactions. It also helps bankers route referrals to the best suited specialists or advisors.

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QUESTION: 28

Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action

Plans.
Which 3 process improvements can be delivered using Action Plans?

Action Plans create repeatable tasks and automate the task sequences when executed
When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record.
Action Plans can automatically schedule the next appointment with the Advisor.
Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
Action Plans can speed up the collection of a list of documents needed for the loan application

Answer(s): A,B,D

Explanation:

Action Plans are a feature that allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed.
When an action plan is created from a template for a specific target record, such as an account or an opportunity, items that have no assigned user are assigned to the owner of that target record. Action Plans can also enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.

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QUESTION: 29

Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported & followed up on in a timely manner. How can Financial Services Cloud support these requirements?

Run a nightly process to create tasks and assign them to account owners for follow-ups
Train account owners to create required tasks periodically and set due dates for tracking.
Use Lightning Scheduler to periodically schedule tasks for account owners.
Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.

Answer(s): D

Explanation:

As explained in the previous question, Action Plans are a feature that can help users track and manage common client processes. By creating an Action Plan Template with associated pre- determined Tasks, such as reviewing credit & debit card usage, reviewing account payables, and discussing credit needs, users can ensure that these activities are tracked and followed up on in a timely manner. Users can also automate the periodical creation of Action Plans for customer accounts using Process Builder or Apex triggers.

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QUESTION: 30

A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

Workflow Rules/Process Builder
Action Plans
Apex Tnggers on the task object
Flows

Answer(s): B

Explanation:

Again, Action Plans are a feature that can help users track and manage common client processes. For a commercial loan due diligence process, users can create an Action Plan Template with tasks such as verifying income, checking credit history, appraising collateral, etc. Users can also assign different task owners and deadlines for each task to distribute the work and monitor the progress. Users can also use dashboards and reports to view the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.

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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: 6)

QUESTION: 26

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QUESTION: 27

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QUESTION: 28

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QUESTION: 29

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QUESTION: 30

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