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Financial-Services-Cloud – Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam

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Showing 1–3 of 10 questions

Question 1

Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

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    To enable users to see the ARC, you will need to add the component for ARC to the page layout.
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    ARC displays up to 5 related lists that have a configured compact layout.
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    ARC is certified to work with Person Accounts and Individual Accounts.
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    The Salesforce Admin has to create a permission set for granting access to the ARC – FSC Lightning component.
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    The Association Type picklist controls the account-account relationship that display in the ARC.
Question 2

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

Select all that apply, then click Submit answer.

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    Create a Life Event for the birth of the child and a Referral for the Education Savings Account
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    Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
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    Create a Referral for the Banker for an Education Savings Account
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    Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
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    Create two Life Events, one for the birth of the child and one for the Education Savings Account.
Question 3

For which three objects are Rollup By Lookup (RBL) summaries are available?

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    Life Events
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    Financial Accounts
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    Assets and Liabilities
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    Contacts
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    Claims