Free Salesforce Financial-Services-Cloud Exam Dumps Questions & Answers

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

• A.When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
• B.When youcreate 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
• C.The Action Plan Template permission set must be added to all users that wantto use Action Plans.
• D.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.
• E.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.

Which three insurance processes are managed by the Policy Administration component?

• A.Endorsements
• B.Approvals
• C.Payments
• D.Underwriting
• E.Commissions

The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

• A.Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
• B.Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
• C.Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
• D.Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
• E.Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research

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

• A.Install the Commercial Banking Managed Package
• B.Assign permission sets to give users access to the Commercial Banking Console Lightning app.
• C.Update theuser profiles to give users access to Financial Services Cloud objects
• D.Update Industries Settings to give users access to the Commercial Banking Console Lightning app.

Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

• A.Create an independent Task not related to original Action Plan
• B.Usethe Action Plan item feature to add an additional task to a published Action Plan.
• C.Use the 'task creator' tool to create a new task and associate with the existing Action Plan
• D.Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.