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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Sheron

1 months ago

Option D could work, but sending emails feels a bit old-school. Shouldn't the relationship managers be able to track this directly in FSC?

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2 months ago

I'm not sure about Option C. Tying the action plan to a specific account status might be too limiting. What if the bank wants to do this for all new customers, regardless of status?

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Eleonora

15 days ago

I see your point, but I still think Option C could work if the bank wants to tie the action plan to specific account statuses.

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Theron

1 months ago

I agree, Option B seems too broad and might not provide enough structure for tracking progress.

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Alysa

1 months ago

I think Option A is the best choice. It allows for flexibility in reaching out to all new customers.

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2 months ago

I think the administrator should choose option A.

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