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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?

A) Conducting a gap analysis between the customer's current processes and SalesforceFSC capabilities
B) Importing the customer's existing data into Salesforce FSC without any modifications
C) Creating a new Salesforce instance from scratch for the customer
D) Implementing a generic, one-size-fits-all solution for all customers

2. Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A) Account
B) Case
C) Opportunity
D) Financial Account
E) Assets & Liabilities

3. A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A) An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
B) Word document telling the story of the process from the user's perspective
C) A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide
D) An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes

4. A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?

A) Business Rules Engine
B) Interaction Summaries
C) Custom Sharing Rules
D) Compliant Data Sharing

5. 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) Lightning Page Editor
B) Object Settings
C) Custom Settings
D) Profiles

Solutions: