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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What are the three building blocks of Flow Orchestration?

A) Stages
B) Steps
C) Processes
D) Work Items
E) Blocks

2. Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

A) Setup > User Interface > icons > Life Events and Business Milestones
B) Setup > Custom Code > Static Resources
C) Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
D) Setup > Financial Services > Icons > Life Events and Business Milestones

3. A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A) Calculation Procedure
B) OmniStudio Action Document Generation
C) DataRaptor
D) Integration Procedure

4. Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?

A) Individuals,then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
B) Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals
C) Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
D) Financial Accounts, then Financial Account Roles, thenIndividuals, then Financial Account Transactions

5. A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?

A) As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.
B) To start, the administrator can run a daily backup dataexport for a week, then continue to run this job weekly until they are ready for data migration.
C) The administrator can ask the business manager on the investment bank team to review the file directly.
D) After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays atthe start of the week for data comparisons
/analysis.

Solutions: