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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

A) Unique event types
B) Special event types
C) Single event types
D) Once-in-a-Lifetime event types

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) Add the Financial Account List component to the Account Lightning record page.
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) Create a custom picklist on the Financial Account object totrack the Typ
E) Configure Financial Account record types to match the required categories.

3. Which three record type options should an advisor configure for a Lead object configuration?

A) General
B) Retirement Planning
C) Opportunity
D) Adjustments
E) Referral

4. Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?

A) FSC Basic permission set
B) OmniStudio User permission set
C) OmniStudio Admin permission set
D) FSC Foundations permission set
E) FSC Standard permission set

5. A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

A) Workflow Rules/Process Builder
B) Action Plans
C) Flows
D) Apex Tnggers on the task object

Solutions: