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Financial-Services-Cloud - Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (SU24)

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Financial-Services-Cloud Questions and Answers

Question # 1

A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.

What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A.

Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.

B.

Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.

C.

Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.

D.

Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

Question # 2

The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the

Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?

A.

Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.

B.

Map additional owners using the Financial Account Role.

C.

Map additional owners using the Actionable Relationship Center.

D.

Create lookup fields on the Financial Account object to support additional owners

Question # 3

The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?

A.

Compact Layout

B.

Page Layout

C.

Search Layout

D.

Lightning Record Pages

E.

Field Sets

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