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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A) Disable the Primary Group setting fof Scon on the Adams Household
B) Add Scon as a Related Contact to the Adams Household.
C) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
D) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.

2. An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?

A) Profiles
B) Sharing Rules
C) Financial DealManagement
D) Interaction Summaries
E) Complianthata Sharing

3. A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?

A) Omni Studio
B) Process Builder
C) Screen Flows
D) Discovery Framework

4. Which three insurance processes are managed by the Policy Administration component?

A) Commissions
B) Payments
C) Underwriting
D) Endorsements
E) Approvals

5. Which step is required to give a group of users access to a Financial Deal?

A) Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
B) Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
C) Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
D) Update Industries Settings to give users access to the Financial Dew object.

Solutions: