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Salesforce Financial-Services-Cloud Exam Dumps - Actual Questions Answers

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam

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  • Last Update: Mar 14, 2023
  • Number of Questions: 65 questions
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Financial-Services-Cloud Questions and Answers

Question # 1

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?


RBL calculations can not be disabled when importing data into your Salesforce org.


An RBL rule displays summary calculations of financial account information, such as account balances.


When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.


Rollups for multiple joint owners are not supported


Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

Question # 2

A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?


Action Plan Creator


Specific User


Account Team





Question # 3

What step is required to give users access to the Financial Services Cloud Commercial Banking features?


Update Industries Settings to give users access to the Commercial Banking Console Lightning app.


Assign permission sets to give users access to the Commercial Banking Console Lightning app.


Update the user profiles to give users access to Financial Services Cloud objects


Install the Commercial Banking Managed Package

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