Financial Services Cloud Accredited ProfessionalPreview

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers’ lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private? (Choose two.)

Which three related lists are visible within Actionable Relationship Center associated with the Account object? (Choose three.)

OmniScript represents processes with fast, personalized, and consistent responses. This type extends the metadata type and inherits its fullname field.
To use the OmniScript metadata type, what should the administrator enable in the Salesforce org?

A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center.
Which license should the administrator select on the Permission Set setup page?

A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario? (Choose three.)

A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session? (Choose three.)

The Bank of the Future wants its call center agents to be able to see person accounts but wants to restrict access to financial accounts to protect the privacy of its clients.
Which two steps should an administrator take to ensure that all users can see person accounts but only specific users can view financial accounts? (Choose two.)

A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and give access to interest tags? (Choose two.)

Culumus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Culumus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this.
What should the architect at Cumulus Insurance be aware of for this solution?

A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

A financial services company needs to alert advisors about changes in client records that require action.
What should the administrator consider when configuring Record Alerts?

Which three insurance processes are managed by the Policy Administration component? (Choose three.)

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in Financial Services Cloud at a client or group level.
What should the administrator configure to meet the requirement?

A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients’ documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solution should a consultant suggest the client explore?

A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion? (Choose three.)

Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builder to automate most of an organization’s repetitive business processes.
Which use case is a suitable fit for Flow Builder?

During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultant consider when adopting such objects? (Choose three.)

A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

How should developers configure customized nodes for display in ARC?

Which three processes are part of Claims Management? (Choose three.)

The investor relations director of a large insurance company just published a press release after the company’s Quarterly Earnings Call to report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company’s stakeholders expect? (Choose three.)

Cumulus Insurance’s business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes? (Choose three.)

A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer a high level of customization to boost user productivity? (Choose three.)