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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A) Create a formula field and add it to the Account page layout
B) Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
C) Add a custom Rollup By Lookup (RBL) rule.
D) Financial Goalscan not be summarized at the household level.

2. Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

A) The bank wants to use this project as an opportunity toretire customization
B) The bank has limited redesign opportunities for business capabilities.
C) Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
D) The current implementation is using a product-centric view and the bank wants to move to a customer- centric view.
E) Existing business capabilities and processes can be redesigned to deliver a higher business impact

3. A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

A) Create a record type on the Contact object.
B) Configure Individual Record Type Mapper" custom metadata.
C) Enable "Use Person Account" custom setting.
D) Create custom fields on the Person Account object.

4. Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?

A) Create and manage membership of specified public groups.
B) Assign or remove permission sets for users in their delegated groups.
C) Modify permission sets.
D) Set organization-wide sharing defaults on custom objects.
E) Unlock users.

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

Solutions: