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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A) Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
B) Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
C) Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
D) Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
E) Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC

2. A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A) If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
B) If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.
C) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.
D) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.

3. The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A) Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
B) An RBL rule displays summary calculations of financial account information, such as account balances.
C) Rollups for multiple joint owners are not supported
D) RBL calculations can notbe disabled when importing data into your Salesforce org.
E) When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

4. What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A) Einstein Referral Scoring for Financial Services Cloud
B) Intelligent Need-Based Referrals and Scoring
C) Referral Approval Processes
D) Referral Routing Rules

5. Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?

A) Coordinate multiple flows and assign them to multiple teams or individuals.
B) Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
C) Perform an operation for more records than schedule-triggered flows allow
D) Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.

Solutions: