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Salesforce Financial Services Cloud (FSC) Accredited Professional Exam is a certification program designed for individuals who have a deep understanding of the Salesforce Financial Services Cloud platform. Financial-Services-Cloud Exam is intended for professionals who want to demonstrate their expertise in using Salesforce's cloud-based platform to manage financial services.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q13-Q18):

NEW QUESTION # 13
An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

• A. Utilize Insurance Flow Templates.
• B. Provide a better user interface by building Lightning web components for beneficiary data and payment information.
• C. Install an Insurance Data AppExchange package.
• D. Create an Action Plan Template for capturing beneficiary data and payment information.

Answer: A

Explanation:
Explanation
A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.
References:
[Insurance Flow Templates]
[Customize Insurance Flows]

NEW QUESTION # 14
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

• A. Reciprocal Role
• B. Contact-Contact Relationship and the Reciprocal Rote
• C. Account-Contact Relationship and the Reciprocal Role
• D. Account-Account Relationship

Answer: B

Explanation:
A Contact-Contact Relationship is a construct in Financial Services Cloud that allows you to model the relationship between two contacts, such as a business contact and a client that is modeled as a person account. The Reciprocal Role is a field on the Contact-Contact Relationship object that defines how each contact relates to the other. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 64.

NEW QUESTION # 15
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?

• A. Create an independent Task not related to original Action Plan
• B. Use the 'task creator' tool to create a new task and associate with the existing Action Plan
• C. Use the Action Plan item feature to add an additional task to a published Action Plan.
• D. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

Answer: C

Explanation:
Explanation
To modify a published Action Plan to support an additional task, Jen should use the Action Plan item feature to add an additional task to the published Action Plan. An Action Plan item is a construct in Financial Services Cloud that allows you to add, edit, or delete tasks in an existing Action Plan. You can use Action Plan items to customize your Action Plans according to your specific needs and preferences. Verified References: :
Salesforce Help Article 1

NEW QUESTION # 16
What are the three building blocks of Flow Orchestration?

• A. Steps
• B. Blocks
• C. Stages
• D. Processes
• E. Work Items

Answer: A,C,E

Explanation:
Explanation
The following are the building blocks of Flow Orchestration:
Steps: Steps are discrete units of work that can be performed by a user or a system within a flow orchestration. Steps can have different types, such as user input steps, system action steps, decision steps, or subflow steps. Steps can also have different attributes, such as name, description, icon, input variables, output variables, or preconditions.
Stages: Stages are logical groupings of steps that represent phases or milestones within a flow orchestration. Stages can have different attributes, such as name, description, icon, entry criteria, exit criteria, or completion actions.
Work Items: Work Items are instances of flow orchestrations that track the progress and status of each execution. Work Items can have different attributes, such as name, description, owner, assignee, due date, priority, status, stage history, or step history. Verified References: : Salesforce Help Article [7] :
Salesforce Help Article [8] : Salesforce Help Article [9]

NEW QUESTION # 17
Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?

• A. Custom permission sets and out-of-the-boxFSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security.
• B. Only Custom Profiles should be configured and assigned to all users to use FSC components and field- level security. The

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