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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. 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) Coordinate multiple flows and assign them to multiple teams or individuals.
B) Perform an operation for more records than schedule-triggered flows allow
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.

2. Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

A) The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
B) The Salesforce Admin can manage sensitive Life Events using Permission Sets.
C) The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
D) The Salesforce Admin can manage sensitive Life Evenls using sharing rules.

3. The system administrator team at a retail consumer bank justreceived data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC datamigration?

A) 1. Households2.Financial accounts3. Person accounts
B) 1. Financial accounts2. Accounts and contacts3, Account groups
C) 1. Accounts and contacts2. Households3. Financial accounts
D) 1. Accounts and contacts2. Financial accounts3. Account groups and households

4. Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A) Accepting a Referral
B) Referral Automated Approvals
C) Referral Conversion
D) Round Robin Referral Routing
E) Assigning a Referral

5. Which three referral metrics aretracked with custom components included in Financial Services Cloud?

A) Expressed interests
B) My Approved Referrals
C) My Top Referrers
D) Referrals Assigned to me
E) Web to Lead Referrals

Solutions: