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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A) Person Accounts can be enabled and disabled only by contacting Salesforce Support
B) Person Accounts cannot be disabled once they were enabled
C) AppExchange packages will not work if Person Accounts are enabled
D) Creating a client record via Salesforce Inbox is not supported.

2. A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?

A) Enable and implement the iate Regulation checkbox on the client record to track their request.
B) Integrate the Consent object with their Consent Platform to track it in Salesforce.
C) Implement Consent Management for Financial Services Cloud.
D) Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.

3. A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

A) Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.
B) Assign the Custom Field Set to the Financial Summary component.
C) Assign the Custom Field Set To a Lightning component.
D) Create and assign the Cuslhm Field Set permission set to all users.
E) Create a new type of person account so trust group details roll down to the beneficiaries level.

4. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

A) Create a new referral record type mapper record.
B) Assign the record type to users.
C) Create a custom Referral object.
D) Update the lead page layout.
E) Create a new record type Referral' on the Lead object.

5. Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A) Add the Business record type to the Group record type mapper
B) Enable Relationship Group Hierarchy in Custom Metadata
C) Capture the majority owner as parent account using Account hierarchy
D) LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner
E) Link multiple owners to the business entity as a Group

Solutions: