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The Salesforce FSC platform is a powerful tool for financial services professionals. It provides a comprehensive view of clients' financial data, allowing professionals to better understand their needs and provide personalized services. In addition, the platform includes tools for financial planning, compliance, and collaboration, making it an essential part of any modern financial services operation. By passing the Salesforce FSC Accredited Professional Exam, professionals can demonstrate their expertise in using this platform to drive success for their clients and their business.

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q58-Q63):

NEW QUESTION # 58
The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud org. The Admin can control whether Rollup By Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the Admin wants to disable rollups to speed up data loading. Where in Salesforce would the Admin temporarily disable rollups to accelerate uploads?

A. Custom Settings
B. App Manager
C. Object Settings
D. Company Settings

Answer: A

NEW QUESTION # 59
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

A. For each user, the user currency must correspond to the default currency for the user's locale
B. When multicurrency is enabled in FSC. advanced currency management is also available
C. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
D. The Salesforce Admin can enable or disable multiple currencies if needed

Answer: B,C

NEW QUESTION # 60
Universal Containers has a marketing team set up as a public group. A sales representative would like to engage the marketing team on one opportunity.
What should the sales representative do to ensure the marketing team can access the opportunity?

A. Add the public group to an opportunity queue.
B. Manually share the record with the public group.
C. Change the opportunity owner to the public group.
D. Add the public group to the opportunity team.

Answer: B

NEW QUESTION # 61
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a member's Financial Account Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A. Ensure that the member is the Primary Member in that Household.
B. Ensure the reported household is the Primary Group for the member.
C. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
D. Ensure the Primary Group flag in the Account record is checked
E. Ensure RollupByLookup Configuration is Active.

Answer: B,E

NEW QUESTION # 62
When the multiple currencies feature is enabled, which currency is used as the basics for all currency conversion rates?

A. Corporate currency
B. Active currency
C. Record currency
D. Personal currency

Answer: A

NEW QUESTION # 63
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