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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q58-Q63):

NEW QUESTION # 58
Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

• A. The Person Account Record Type on the Contact Object
• B. The Person Account Object
• C. The Person Account Record Type on the Account Object

Answer: B
NEW QUESTION # 59
A feature that captures, refers, routes, and prioritizes customer needs across business lines

• A. Referrals
• B. Opportunity
• C. Report
• D. Expressed Interest

Answer: A
NEW QUESTION # 60
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

• A. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object to Public Read/Write'.
• B. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
• C. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
• D. Grant users access to the Financial Account object with permission set

Answer: B,D
NEW QUESTION # 61
The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud org. The Admin can control whether Rollup By Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the Admin wants to disable rollups to speed up data loading. Where in Salesforce would the Admin temporarily disable rollups to accelerate uploads?

• A. App Manager
• B. Company Settings
• C. Object Settings
• D. Custom Settings

Answer: D
NEW QUESTION # 62
Which three standard fields are available to track a customer's retirement goal process?

• A. Actual Value
• B. Total Value
• C. Target Date
• D. Contributions
• E. Target Value

Answer: A,C,E
NEW QUESTION # 63
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