Salesforce exactexam financial-services-cloud Questions Bank by Shelby q46 vce pdf

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Exam Name:	Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (WI25)
Exam Code:	Financial-Services-Cloud Dumps
Vendor:	Salesforce	Certification:	Accredited Professional Certification
Questions:	168 Q&A's	Shared By:	shelby

Question 12

A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.

What should the administrator configure to meet the requirement?

Options:

Omit the day's start and end time fields when the administrator wants to indicate a non- working day.

Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non-work days to skip.

Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.

Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.

Discussion

Question 13

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)

Options:

Add the Business record type to the Group record type mapper

Capture the majority owner as parent account using Account hierarchy

LeverageGroups 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

Discussion

Question 14

An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.

Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

Options:

Interaction Summary Participant

Financial DealParticipant

Participant Role

Interaction Participant

Opportunity Participant

Discussion

Question 15

An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.

Member Name: Oliver Dogging ton

Role in Group: Client

Primary Member: Enabled

Primary Group: Enabled

Activities and Objects to Roll Up: All

Member Name: Macie Dogging ton

Role in Group: Spouse

Primary Member: Enabled

Primary Group: Enabled

Activities and Objects to Roll Up: All

Based on the information provided, what caused the error that the advisor received?

Options:

Primary Member - two individuals cannot be designated as the Primary Member of the same Household.

Spouse is not a valid Role within a Group.

Primary Group -two individuals cannot designate the same Household as their Primary Group.

Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.

Discussion

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2025-03-31