Salesforce Exam Financial Services Cloud Topic 1 Question 58 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 58
Topic #: 1

[All Financial Services Cloud Questions]

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

AUpdate Industries Settings to give users access to the Commercial Banking Console Lightning app.

BAssign permission sets to give users access to the Commercial Banking Console Lightning app.

CUpdate the user profiles to give users access to Financial Services Cloud objects

DInstall the Commercial Banking Managed Package

Show Suggested Answer

Suggested Answer: A

A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.

[Insurance Flow Templates]

[Customize Insurance Flows]

by Corazon at Mar 07, 2025, 06:20 AM

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23 days ago

I think the answer is B) Assign permission sets to give users access to the Commercial Banking Console Lightning app.

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