Is it difficult for you to decide to purchase Salesforce Financial Services Cloud exam dumps questions? CertQueen provides FREE online Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam Financial Services Cloud exam questions below, and you can test your Financial Services Cloud skills first, and then decide whether to buy the full version or not. We promise you get the following advantages after purchasing our Financial Services Cloud exam dumps questions. 1.Free update in ONE year from the date of your purchase. 2.Full payment fee refund if you fail Financial Services Cloud exam with the dumps
Latest Financial Services Cloud Exam Dumps Questions
The dumps for Financial Services Cloud exam was last updated on Jun 24,2025 .
Viewing page 1 out of 6 pages.
Viewing questions 1 out of 34 questions
What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
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.
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?
Explanation: To speed up and simplify Referral creation in Salesforce, the Admin can use Global Action to create Referrals. Global Actions are actions that let users create records without leaving their current page or context. By using Global Actions, the Admin can enable Hank to create Referrals from any page in Salesforce, such as Chatter, Home, or Account pages. The Admin can also customize the layout and fields of the Global Action to capture only relevant information for Referrals
What step is required to give users access to the Financial Services Cloud Commercial Banking features?
Explanation: To give users access to the Financial Services Cloud Commercial Banking features, such as Commercial Banking Console Lightning app, Referrals List component, and Treasury Services object, the Admin needs to assign permission sets to the users. Permission sets are collections of settings and permissions that give users access to various tools and functions4. The Admin can use the following permission sets to enable Commercial Banking features for the users4: FSC Commercial Banking Console User: This permission set gives users access to the Commercial Banking Console Lightning app, which is a custom app that provides a unified view of commercial banking clients and their financial needs4. FSC Commercial Banking Referrals User: This permission set gives users access to the Referrals List component, which is a Lightning component that displays a list of referrals related to a business account4. FSC Commercial Banking Treasury Services User: This permission set gives users access to the Treasury Services object, which is a custom object that represents a treasury service product or offering that a commercial banking client uses or is interested in4. Verified Reference: 4
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?
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.
An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error. Member Name: Oliver Dogging ton Role in Group: Client Primary Member: Enabled Primary Group: Enabled Activities and Objects to Roll Up: All Member Name: Macie Dogging ton Role in Group: Spouse Primary Member: Enabled Primary Group: Enabled Activities and Objects to Roll Up: All Based on the information provided, what caused the error that the advisor received?
Explanation: Reference: [Customize Roles for Person Accounts and Individuals | Salesforce Help] A primary member is the person account who is the main contact for a household or a group. Only one person account can be the primary member of a household or a group. The primary member is also used to calculate rollups for the household or group, such as total assets, liabilities, net worth, and so on. The advisor should designate either Oliver or Macie as the primary member of the Dogging ton household, but not both.
Exam Code: Financial Services Cloud Q & A: 187 Q&As Updated: Jun 24,2025
