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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

A) The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
B) The Salesforce Admin can manage sensitive Life Events using Permission Sets.
C) The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
D) The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.

2. Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

A) Contact-Contact Relationship
B) Account with Record Type = Business
C) Standard Household
D) Custom Relationship Group

3. Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?

A) APEX classes
B) Data Raptor Extract
C) Streaming API
D) Integration Procedure

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

5. Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

A) Accounts & Members
B) Accounts & Peers
C) Accounts & Groups
D) Accounts & Businesses

Solutions: