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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

A) The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
B) The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
C) The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
D) The Salesforce Admin can manage sensitive Life Events using Permission Sets.

2. Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

A) Use Global Action To create Referrals.
B) Use the Case process and create Cases with Case Type 'Referrar'.
C) Write a trigger to create Referrals from a 'Create Referral* button.
D) Use

3. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A) Org ID
B) Data Load ID
C) External ID
D) User ID

4. Which two statements are true for a Group inFinancial Services Cloud?

A) Financial Services Cloud includes a group record type for businesses
B) A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
C) A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
D) Financial Services Cloud includes a group record type for households

5. A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?

A) Enable and implement the iate Regulation checkbox on the client record to track their request.
B) Integrate the Consent object with their Consent Platform to track it in Salesforce.
C) Implement Consent Management for Financial Services Cloud.
D) Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.

Solutions: