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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which two statements are true about Group Membership in Financial Services Cloud?

A) Group Membership is modeled using the Account-Group Relationship object.
B) With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
C) With Group Membership settings you can define if a Group is the member's primaryGroup.
D) Group Membership defines the role of the member within the Group.

2. It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?

A) A flow to get the data into Salesforce
B) A Lightning web component to restrict data from users
C) Objects and fields to store the data
D) An integration User and Integration Profile to enable the connection

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

4. What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

A) Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
B) Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
C) Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
D) Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.
E) Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

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

Solutions: