04/01/2024, 23:28 Salesforce Financial Services Cloud (FSC) Accredited Professional - Financial-Services-Cloud Exam Questions [2024]
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Salesforce Financial Services Cloud (FSC) Accredited Professional -
Financial-Services-Cloud Exam Questions
QUESTION NO: 66
The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to
disable person accounts? (Choose Three)
A. Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
B. Assign the Person Account record type to the user profiles.
C. Disable the Person Account custom setting.
D. Remove Person Account record types from the Individual Record Type Mapper.
E. Assign the Individual record type to the user profiles.
Hide answers/explanation
Correct Answer: A,D,E
Explanation
The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:
Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model. This is an irreversible process that affects
your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before
requesting the conversion in production.
Remove Person Account record types from the Individual Record Type Mapper. You need to remove any Person Account record types that are mapped to
Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features,
such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup > Financial Services Settings > Individual Record Type
Mapper.
Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access
Individual records. The Individual record type is a standard record type on the Account object that represents an individual person who is not directly
related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings
> Accounts > Record Types. Verified References: : Salesforce Help Article 5 : Salesforce Help Article 6 : Salesforce Help Article 7
QUESTION NO: 67
Which three related lists are visible within the Actionable Relationship Center associated with the Account object?
A. Notes and Attachments
B. Financial Holdings
C. Cases
D. Client Financial Goals
E. Household Financial Accounts
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04/01/2024, 23:28 Salesforce Financial Services Cloud (FSC) Accredited Professional - Financial-Services-Cloud Exam Questions [2024]
Hide answers/explanation
Correct Answer: C,D,E
QUESTION NO: 68
Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant
implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide
fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?
A. Streaming API
B. Data Raptor Extract
C. APEX classes
D. Integration Procedure
Hide answers/explanation
Correct Answer: D
QUESTION NO: 69
A wealthy client owns a boutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial
Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?
A. Account Account Relationship object
B. Account Contact Relationship object
C. Contact object
D. Account object - Business record type
E. Account object - Household record type
Hide answers/explanation
Correct Answer: A,D,E
QUESTION NO: 70
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account
record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?
A. Create custom fields on the Person Account object.
B. Configure Individual Record Type Mapper" custom metadata.
C. Create a record type on the Contact object.
D. Enable "Use Person Account" custom setting.
Hide answers/explanation
Correct Answer: B
Explanation
To set up the new record types for Person Accounts, the administrator should configure Individual Record Type Mapper custom metadata. The Individual
Record Type Mapper is a custom metadata type in Financial Services Cloud that defines how records are created when using certain features, such as
Einstein Data Capture or Salesforce Inbox. The Individual Record Type Mapper maps Person Account record types to Individual record types, so that when
a new Individual record is created from an email or calendar event, it automatically creates a corresponding Person Account record with the same record
type. To configure Individual Record Type Mapper custom metadata, you need to go to Setup > Custom Metadata Types > Individual ChatRecord
now Type Mapper
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04/01/2024, 23:28 Salesforce Financial Services Cloud (FSC) Accredited Professional - Financial-Services-Cloud Exam Questions [2024]
> Manage Records and create a new record for each Person Account record type and its matching Individual record type. Verified References: : Salesforce
Help Article [8] : Salesforce Help Article [9]
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