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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A) Enable and configure person accounts in FSC, and assign users with permission set licenses.
B) Review the out-of-the-box capabilities and compare them to the company's current needs.
C) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
D) Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
E) Beyond the preconfigured settings, evaluate whether they need advanced customizations.

2. For which three objects are Rollup By Lookup (RBL) summaries are available?

A) Contacts
B) Life Events
C) Claims
D) Assets and Liabilities
E) Financial Accounts

3. A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

A) Account Contact Relationship object
B) Contact object
C) Account object - Household record type
D) Account Account Relationship object
E) Account object - Businessrecord type

4. A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A) Admin users have to be assigned the Action Plans permission set.
B) Salesforce is yet to roll out Chatter for the Action Plan object.
C) Chatter has to be enabled for Action Plans via Chatter settings in setup.
D) Feedtracking has to be enabled for the Action Plan object.

5. Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?

A) Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
B) Perform an operation for more records than schedule-triggered flows allow
C) Coordinate multiple flows and assign them to multiple teams or individuals.
D) Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.

Solutions: