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

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Showing 4–6 of 10 questions

Question 4

Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

Select all that apply, then click Submit answer.

  • ○

    Add the Business record type to the Group record type mapper
  • ○

    Capture the majority owner as parent account using Account hierarchy
  • ○

    Leverage Groups to capture the majority owner and Account hierarchy to capture minority owner
  • ○

    Enable Relationship Group Hierarchy in Custom Metadata
  • ○

    Link multiple owners to the business entity as a Group
Question 5

Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)

Select all that apply, then click Submit answer.

  • ○

    Hank will be able to see the Action Plan tasks on the related list of the Account page layout.
  • ○

    Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
  • ○

    Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
  • ○

    Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
Question 6

The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an

existing, published Action Plan Template to accommodate a change in the firm’s annual

client review process. What steps should the Admin take to make that change?

Select an option, then click Submit answer.

  • ○

    Edit the published Action Plan Template directly.
  • ○

    Set the Action Plan Template to “Inactive” and then make changes to the template, as necessary.
  • ○

    Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.