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Question 132 - Certified Financial Services Cloud discussion

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To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.

Which two functionalities are included in the FSC Unmanaged Extension Packages?

A.
Custom objects to track Financial Accounts and Household
Answers
A.
Custom objects to track Financial Accounts and Household
B.
The Commercial Banking dashboard
Answers
B.
The Commercial Banking dashboard
C.
Field sets that configure how fields display in the client and household profiles
Answers
C.
Field sets that configure how fields display in the client and household profiles
D.
Predefined list views of clients and households
Answers
D.
Predefined list views of clients and households
Suggested answer: B, C

Explanation:

Financial Services Cloud functionality is available from two packages: the managed package and the unmanaged extension packages. The managed package contains most of the Financial Services Cloud functionality, such as custom fields and objects, list views and profiles of clients and households, and administrative configurations. The unmanaged extension packages provide additional functionality that is not included in the managed package, such as:

The Commercial Banking dashboard: This is a dashboard that provides insights into commercial banking activities and performance, such as loan portfolio health, deposit growth, referral pipeline, and customer satisfaction. The Commercial Banking dashboard is included in the unmanaged commercial banking extension package.

Field sets that configure how fields display in the client and household profiles: These are field sets that determine which fields are displayed in different sections of the client and household profiles, such as Client Overview, Household Overview, Client Details, Household Details, etc. The field sets are included in the unmanaged extension package.

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asked 23/09/2024
Sasha Grib
33 questions
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