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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?

A) Financial Accounts
B) Omni Scripts
C) Roll-up Summaries
D) Action Plans

2. To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?

A) The Commercial Banking dashboard
B) Field sets that configure how fields display in the client and household profiles
C) Predefined list views of clients and households
D) Custom objects to track Financial Accounts and Household

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

4. An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?

A) Notes
B) Events
C) Engagement Interaction
D) Interaction Summary

5. Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?

A) Streaming API
B) Data Raptor Extract
C) Integration Procedure
D) APEX classes

Solutions: