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Financial-Services-Cloud Reliable Test Notes & Financial-Services-Cloud VCE Exam Simulator

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Free PDF 2026 Financial-Services-Cloud: Unparalleled Salesforce Financial Services Cloud (FSC) Accredited Professional Reliable Test Notes

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q115-Q120):

NEW QUESTION # 115
A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A. A Powerpoint deck wftJscreenshots of the current systems and callouts to what is happening on each slide
B. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
C. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
D. Word document telling the story of the process from the user's perspective

Answer: C

Explanation:
Explanation
To document the current state business process for implementing Salesforce Financial Services Cloud, the consultant should create an end-to-end visual map of the process using personas, systems, inputs, and outcomes. A visual map is a tool that can help illustrate the flow of a business process from start to finish, showing the steps, decisions, and dependencies involved in each stage. A visual map can also include personas, systems, inputs, and outcomes to provide more context and detail for each step of the process.
Personas are fictional characters that represent the different roles or users that participate in or interact with the process. Systems are the tools or applications that are used to perform or support the process. Inputs are the data or information that are required or provided for each step of the process. Outcomes are the results or outputs that are achieved or delivered by each step of the process. Verified References: : Salesforce Help Article 3 : Salesforce Help Article [4]

NEW QUESTION # 116
An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?

A. Document Checklist Item
B. Received Document
C. Identity Document
D. Identification Document

Answer: D

Explanation:
Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers' licenses and passports. Identification Document is a standard object that represents a document that verifies a person's identity, such as a driver's license, passport, or national ID card. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance.
References: [Identification Document Object], [Manage Identification Documents]

NEW QUESTION # 117
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

A. The Salesforce Admin can enable or disable multiple currencies if needed
B. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
C. For each user, the user currency must correspond to the default currency for the user's locale
D. When multicurrency is enabled in FSC. advanced currency management is also available

Answer: B,D

Explanation:
Explanation
Multicurrency is a feature in Salesforce that allows you to work with multiple currencies in your org. If you enable multicurrency in FSC, you need to consider the following:
When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USD or GBP, before the value. For example, USD500 or GBP300.
When multicurrency is enabled in FSC, advanced currency management is also available. This feature allows you to track historical exchange rates and apply them to opportunities and forecasts.

NEW QUESTION # 118
What actions can a Wealth Advisor take from the Life Events card7

A. Create Lead & Referral
B. Open an Account
C. Request Record Approval
D. Create Case
E. Create Opportunity

Answer: A,D,E

NEW QUESTION # 119
Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?

A. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals
B. Individuals, then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
C. Financial Accounts, then Financial Account Roles, then Individuals, then Financial Account Transactions
D. Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions

Answer: D

Explanation:
Explanation
The order that the consultant should follow when performing the data migrations is Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions. This order ensures that the data dependencies and relationships are maintained and that the data integrity and quality are preserved. By migrating Individuals first, the consultant can create the records that represent the customers of the bank. By migrating Financial Accounts next, the consultant can create the records that represent the financial products or services that the customers own or use. By migrating Financial Account Roles next, the consultant can create the records that link the individuals to the financial accounts and define their roles or relationships with those accounts. By migrating Financial Account Transactions last, the consultant can create the records that represent the transactions or activities that occur on the financial accounts.

NEW QUESTION # 120
......

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