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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q20-Q25):

NEW QUESTION # 20
Which three things must an admin keep in mind when creating Action Plan Templates'5

A. When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
B. The Action Plan Template permission set must be added to all users that want to use Action Plans.
C. When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
D. An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
E. When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

Answer: A,C,D

Explanation:
Explanation
The following things must be kept in mind when creating Action Plan Templates:
When creating Action Plan Templates with the UI, you can designate a plan owner different from the plan creator. The plan owner is the user who is responsible for executing the tasks in the Action Plan.
The plan creator is the user who creates the Action Plan Template or the Action Plan from the template.
You can assign a different plan owner for each Action Plan Template or Action Plan.
An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template. An Action Plan Template is a reusable blueprint that defines the tasks, owners, and deadlines for a common business process or service request. An Action Plan is a specific implementation of the template that applies to a particular target record, such as an account, contact, or opportunity.
When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset defined in the Action Plan Template. The start date is the date when you create the Action Plan from the template. The date offset is the number of days before or after the start date when each task is due. You can specify different date offsets for each task in the template. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 3 : Salesforce Help Article 4

NEW QUESTION # 21
How can knowledge articles be used? (2 answers)

A. To resolve customer cases
B. To display for customer self-service
C. To display Salesforce answers
D. To display Salesforce solutions

Answer: A,B

NEW QUESTION # 22
A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?

A. The administrator can ask the business manager on the investment bank team to review the file directly.
B. After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons/analysis.
C. As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.
D. To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.

Answer: D

Explanation:
As part of the preparation for the data migration process, the administrator should run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration. This is a best practice for data migration in Salesforce that allows the administrator to identify the data they want to migrate, create templates for the data, prepare the destination org, and validate the data2. By running a daily backup data export for a week, the administrator can capture any changes or updates in the data and compare them with previous exports. By continuing to run this job weekly until they are ready for data migration, the administrator can ensure that they have the most recent and accurate data to migrate into Financial Services Cloud. Verified Reference: 2

NEW QUESTION # 23
What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

A. Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
B. Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
C. Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
D. Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
E. Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

Answer: D,E

Explanation:
Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to navigate to different screens. Flows can simplify and streamline the customer onboarding process by automating tasks and collecting information in an easy and intuitive way. You can use Flows to create service requests that capture the customer's details and update the related records in one place.
Flows enable customers to schedule appointments via customer communities, mobile apps. or websites. Flows can integrate with Experience Cloud sites, mobile apps, or websites to provide self-service options for customers. You can use Flows to create appointment scheduling forms that allow customers to book appointments with the right specialist at the right time and place. Verified Reference: : Salesforce Help Article 3 : Salesforce Help Article 4

NEW QUESTION # 24
What is included in an FSC license?

A. Action Plans
B. Einstein Analytics for Financial Services
C. FSC for Community
D. Lightning Scheduler

Answer: A

NEW QUESTION # 25
......

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