FreeQAs
 Request Exam  Contact
  • Home
  • View All Exams
  • New QA's
  • Upload
PRACTICE EXAMS:
  • Oracle
  • Fortinet
  • Juniper
  • Microsoft
  • Cisco
  • Citrix
  • CompTIA
  • VMware
  • ISC
  • SAP
  • EMC
  • PMI
  • HP
  • Salesforce
  • Other
  • Oracle
    Oracle
  • Fortinet
    Fortinet
  • Juniper
    Juniper
  • Microsoft
    Microsoft
  • Cisco
    Cisco
  • Citrix
    Citrix
  • CompTIA
    CompTIA
  • VMware
    VMware
  • ISC
    ISC
  • SAP
    SAP
  • EMC
    EMC
  • PMI
    PMI
  • HP
    HP
  • Salesforce
    Salesforce
  1. Home
  2. Salesforce Certification
  3. Financial-Services-Cloud Exam
  4. Salesforce.Financial-Services-Cloud.v2025-06-05.q180 Dumps
  • ««
  • «
  • …
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • …
  • »
  • »»
Download Now

Question 26

Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future.
Which of the following statements are correct?

Correct Answer: A,D
insert code

Question 27

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?

Correct Answer: A,C,D
The following value outcomes should the company's stakeholders expect from implementing Salesforce Financial Services Cloud (FSC):
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.
This outcome means that the company improved its customer satisfaction (CSAT) and net promoter score (NPS) metrics by providing customized and relevant interactions with customers, reducing their waiting time by handling cases more efficiently, and offering self-service options through chatbots powered by artificial intelligence.
Improved customeronboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans. This outcome means that the company enhanced its customer onboarding process by speeding up and streamlining the document management and approvalworkflow using Action Plans, which are features that allow users to create templates for common client processes, such as account opening, loan application, or financial review.
Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page. This outcome means that the company increased its advisor productivity by providing them with a daily task list that shows their priorities and action items, a client life eventscomponent that shows important events in their clients' lives, an opportunities component that shows potential sales deals, and an aggregated household information component that shows a holistic view of their clients' financial situation, all on the FSCHome Page
insert code

Question 28

When converting a lead, how can an administrator capture custom lead data on the converted contact?

Correct Answer: B
insert code

Question 29

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?

Correct Answer: C
According to the Salesforce documentation1, record rollups at the group level allow you to aggregate information from related records for several objects in Financial Services Cloud. When you enable record rollups at the group level, all correspondingrecords are stamped with the Primary Group in the Rollup__c lookup field. This field is added to the Account, Contact, Account Contact Relationship, and Financial Account objects. You can then use this field to create reports and dashboards that show aggregated data for each group.
insert code

Question 30

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

Correct Answer: A,B,E
Explanation
The following considerations indicate that a new Salesforce org is the better choice for implementing Financial Services Cloud:
The bank wants to use this project as an opportunity to retire customization. A new org will allow the bank to start fresh and avoid carrying over unnecessary or outdated customization that may conflict with Financial Services Cloud features or best practices.
The current implementation is using a product-centric view and the bank wants to move to a customer-centric view. A new org will allow the bank to adopt the Financial Services Cloud data model, which is designed to provide a holistic view of the customer and their relationships, goals, financial accounts, activities, and interactions.
Existing business capabilities and processes can be redesigned to deliver a higher business impact. A new org will allow the bank to leverage the Financial Services Cloud capabilities, such as Action Plans, Relationship Groups, Rollup By Lookup, Service Processes, etc., to optimize their business processes and enhance their customer experience. Verified References: : Salesforce Help Article 6
insert code
  • ««
  • «
  • …
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • …
  • »
  • »»
[×]

Download PDF File

Enter your email address to download Salesforce.Financial-Services-Cloud.v2025-06-05.q180 Dumps

Email:

FreeQAs

Our website provides the Largest and the most Latest vendors Certification Exam materials around the world.

Using dumps we provide to Pass the Exam, we has the Valid Dumps with passing guranteed just which you need.

  • DMCA
  • About
  • Contact Us
  • Privacy Policy
  • Terms & Conditions
©2026 FreeQAs

www.freeqas.com materials do not contain actual questions and answers from Cisco's certification exams.