Free Financial-Services-Cloud Exam Questions - Easiest Way for Success

Prepare for the Salesforce Financial-Services-Cloud exam questions with our authentic preparation materials, including free Financial-Services-Cloud practice exam questions and answers. TheExamsLab provides all the support you need to succeed in the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Financial-Services-Cloud exam. This dedication to student success is why we have the most satisfied Financial-Services-Cloud certification exam candidates worldwide.

Page: 1 / 66

Total 330 Questions | Updated On: Sep 14, 2024

Add To Cart

Question 1

Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A : An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

B : Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

C : The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

D : Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

E : RBL rules do not require a lot of processing power.

Answer: A,C,D

Question 2

Which circumstances will prevent a system administrator from deleting a custom field?

A : The field is part of a field dependency.

B : The field is used in a workflow field update.

C : The field is used in a report.

D : The field is used in a page layout.

Answer: B

Question 3

Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box?

A : Contact

B : Lead

C : Account

D : Residential Loan Application

E : Opportunity

Answer: A,C,D

Question 4

Which object would you use to model the relationship between business contact and the client on the relationship group?

A : Account Contact Relationship

B : Account Account Relationship

C : Contact Contact Relationship and Reciprocal Role

D : Reciprocal Role

Answer: C

Question 5

What are three examples of proper use of Financial Goals?

A : Measure progress toward paying off a Mortgage.

B : Tracking money saved each year to pay for a vacation, depending on destination and budget.

C : Displaying the current amount and percentage of target value for a College Savings Account.

D : Displaying the amount and percentage of the remaining balance for an Auto Loan.

E : Measure progress toward a down payment amount for a new home.

Answer: A,B,C

Page: 1 / 66

Total 330 Questions | Updated On: Sep 14, 2024

Add To Cart