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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A) Object Settings
B) Custom Settings
C) Profiles
D) Lightning Page Editor

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

3. Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

A) When you work with Action Plans, you first create Action Plan Templates
B) Action Plans can be used to schedule appointments with the Bankers
C) Action Plans require a monthly license fee per user
D) Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
E) Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance

4. Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A) Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
B) Create custom components to provide a single view of the client.
C) Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
D) Create a custom Person Account hierarchy to link duplicate client records.
E) Link individuals using related contacts to link duplicate client records

5. Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

A) Lead Assignment Rules
B) Lead Approval
C) Lead Routing
D) Web to-Lead
E) Einstein Lead Scoring

Solutions: