FINANCIAL-SERVICES-CLOUD BRAINDUMPS DOWNLOADS & VALID FINANCIAL-SERVICES-CLOUD STUDY NOTES

Financial-Services-Cloud Braindumps Downloads & Valid Financial-Services-Cloud Study Notes

Financial-Services-Cloud Braindumps Downloads & Valid Financial-Services-Cloud Study Notes

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Tags: Financial-Services-Cloud Braindumps Downloads, Valid Financial-Services-Cloud Study Notes, Financial-Services-Cloud Online Lab Simulation, Reliable Financial-Services-Cloud Exam Questions, Financial-Services-Cloud Sample Exam

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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q160-Q165):

NEW QUESTION # 160
A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solution should a consultant suggest the client explore?

  • A. An APEX solution to leverage the SendMail capabilities of Salesforce
  • B. Process Builder to create automatl&Socument requests for missing items
  • C. The Send Documents flow for Retail Banking
  • D. A Marketing Cloud integration to manage client communications

Answer: C

Explanation:
The solution that the consultant should suggest the client explore to improve its clients' documentation submission and tracking is the Send Documents flow for Retail Banking. The Send Documents flow for Retail Banking is a prebuilt flow that allows users to send documents requests to clients via email and track the status of the requests in FSC. The flow uses DocuSign eSignature integration to enable clients to sign and return documents electronically. By using the Send Documents flow for Retail Banking, the consultant can help the client streamline and simplify its document management process and improve its customer service agents' efficiency


NEW QUESTION # 161
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

  • A. Aclion Plans
  • B. Flows
  • C. Actionable Relationship Center
  • D. Financial Goals

Answer: B


NEW QUESTION # 162
Personal Banker Hank Burton receives a call from the client Rachel Adams. Rachel can't access her checking account details. What FSC feature that links customers, financial accounts, or households to specify issues should Hank use to report this issue?

  • A. Cases & Alerts
  • B. Service Requests
  • C. Relationship Builder and Map
  • D. Activities

Answer: A


NEW QUESTION # 163
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

  • A. Setup > Custom Code > Static Resources
  • B. Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties
  • C. Setup > Financial Services > Icons > Life Events and Business Milestones
  • D. Setup > User Interface > icons > Life Events and Business Milestones

Answer: D


NEW QUESTION # 164
How can knowledge articles be used? (2 answers)

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

Answer: A,D


NEW QUESTION # 165
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