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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

A) Create an Action Plan Template for capturing beneficiary data and payment information.
B) Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.
C) Utilize Insurance Flow Templates.
D) Install an Insurance Data AppExchange package.

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

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

3. Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

A) Sharetable records need to be manually deleted.
B) All opportunity participant records are delete
C) The share table records are deleted.
D) The opportunity participant records are not deleted.

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

5. An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

A) APEX Code
B) OmniScripts
C) Integration Procedures
D) FlexCards
E) Business Rules Engine

Solutions: