Salesforce Exam Financial Services Cloud Topic 3 Question 56 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 56
Topic #: 3

[All Financial Services Cloud Questions]

A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.

What should the administrator do when designing the future state business process using FSC features?

AWhen creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

BWhen a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

CWhen an account status is changed to 'CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.

DWhen an account status is changed to 'Customer', send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.

Show Suggested Answer

Suggested Answer: A, B

The Access Interest Tags for Financial Services Cloud permission is included in two permission sets that are provided by FSC:

FSC Foundations permission set: This permission set grants access to the core features of FSC, such as financial accounts, account groups, households, goals, referrals, and interest tags7.

FSC Extension permission set: This permission set grants access to additional features of FSC that extend beyond the core functionality, such as action plans, relationship groups, relationship maps, client tasks, client notes, and interest tags8.

To create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission, either of these permission sets can be cloned and modified as needed.

FSC Foundations Permission Set

FSC Extension Permission Set

by Delsie at Jan 27, 2025, 04:04 AM

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