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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

A) Build custom Lightning pages that correspond to each stage of the business process.
B) Configure Dynamic Actions for Lightning pages.
C) Enable In-App Guidance to provide walk-throughs.
D) Use flows to remove the neea for complex Lightning pages.
E) Configure Dynamic Lightning pages.

2. A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and give access to interest tags?

A) FSC Basic permission set
B) FSC Standard permission set
C) FSC Extension permission set
D) FSC Foundations permission set

3. Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?

A) Opportunity management
B) Performance reporting
C) Client onboarding
D) Financial accounts management

4. The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?

A) Family
B) Group
C) Peer
D) Trust
E) Member

5. Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

A) Account
B) Residential Loan Application
C) Lead
D) Contact
E) Opportunity

Solutions: