Free Financial-Services-Cloud – Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam Practice Test Question

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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.

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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.

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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
  

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  Add the Business record type to the Group record type mapper

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  Capture the majority owner as parent account using Account hierarchy

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

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  Enable Relationship Group Hierarchy in Custom Metadata

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  Link multiple owners to the business entity as a Group

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

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

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

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

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  Edit the published Action Plan Template directly.

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

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

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  Create an Apex trigger that will prevent the saving of multiple one-time events

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  Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object

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  Remove user’s ability to create one-time events

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  Create a validation rule that will stop the user if they attempt to add multiple one-time events.

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  Add a custom Rollup By Lookup (RBL) rule.

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  Financial Goals can not be summarized at the household level.

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  Create a formula field and add it to the Account page layout

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  Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

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  Action Plan Creator

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  Specific User

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  Account Team

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  Role

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  Queues

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  Financial Services Cloud Standard

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  Client Segmentation

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  Financial Service Cloud Basic

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  Financial Service Cloud Extension