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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A) Skip Non-Work Days for Deadlines
B) Sync with Company Calendar
C) Skip Non-Work Days for Action Plans
D) Skip Non-Work Days For Tasks

2. Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

A) Commercial Banking flow
B) Mortgage flow
C) Institutional Banking flow
D) Insurance flow
E) Retail Banking flows

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

4. Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?

A) Relationship Map
B) Life Events Component
C) Group Members Component
D) Family Members Component
E) Actionable Relationship Center

5. Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?

A) Financial Services Cloud Einstein
B) Actionable Relationship Center (ARC), an advanced visualization engine
C) Data Filtering and Sorting in Tableau Desktop
D) Data Visualization with Marketing Cloud Intelligence

Solutions: