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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?

A) Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
B) Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
C) Remove the Event or Milestone from the Lightning Component in the Developer Console.
D) Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object

2. Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

A) Implement Financial Service Cloud in the existing org (Brow Field).
B) Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
C) Implement Financial Service Cloud in a Trial org and convert the Trial org toproduction org.
D) Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact

3. Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?

A) Inheritance
B) Financial Goal
C) Billing
D) Revenue
E) Financial Holding

4. The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A) Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
B) Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
C) Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
D) Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
E) Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC

5. Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A) Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
B) RBL rules do not require a lot of processing power.
C) Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
D) An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
E) The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

Solutions: