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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?

A) A Mortgage Application' custom object to hold thecollected client data
B) The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
C) Data Import Wizard to upload the data collected in spreadsheets
D) Flow Builder to automate these business processes

2. A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

A) Action Plans
B) Apex Tnggers on the task object
C) Flows
D) Workflow Rules/Process Builder

3. Which three related lists are visible within the Actionable Relationship Center associated with the Account object?

A) Financial Holdings
B) Notes and Attachments
C) Cases
D) HouseholdFinancial Accounts
E) Client Financial Goals

4. 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) Group Membership defines the role of the member within the Group.
D) With Group Membership settings you can define if a Group is the member's primaryGroup.

5. A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A) Specific User
B) Action Plan Creator
C) Queues
D) Account Team
E) Role

Solutions: