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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three insurance processes are managed by the Policy Administration component?

A) Underwriting
B) Approvals
C) Commissions
D) Payments
E) Endorsements

2. A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

A) Create a custom picklist on the Financial Account object totrack the Typ
B) Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
C) Configure the Financial Account List components for each required category.
D) Configure Financial Account record types to match the required categories.
E) Add the Financial Account List component to the Account Lightning record page.

3. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

A) Assign the integration user to the System Administrator profile.
B) Create a dedicated Integration User.
C) Update the System Administrator profile to include the API Only User.
D) Create a new customprofile and ensure API Only is selected.

4. A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

A) Create a Canvas application for the Authentication module.
B) Create a screen flow.
C) Create an OmniScript flow.
D) Create a Lightning web component.

5. Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?

A) APEX classes
B) Streaming API
C) Integration Procedure
D) Data Raptor Extract

Solutions: