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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A) Chatter has to be enabled for Action Plans via Chatter settings in setup.
B) Admin users have to be assigned the Action Plans permission set.
C) Feedtracking has to be enabled for the Action Plan object.
D) Salesforce is yet to roll out Chatter for the Action Plan object.

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) Workflow Rules/Process Builder
C) Apex Tnggers on the task object
D) Flows

3. The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A) To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
B) To use a Flow, a user must have access to the underlying object and its field
C) Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
D) To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.

4. Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A) Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.
B) Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
C) Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
D) Grant users access to the Financial Account object with permission set

5. A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

A) Contact object
B) Account Account Relationship object
C) Account object - Businessrecord type
D) Account Contact Relationship object
E) Account object - Household record type

Solutions: