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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. For which three objects are Rollup By Lookup (RBL) summaries are available?

A) Financial Accounts
B) Life Events
C) Assets and Liabilities
D) Claims
E) Contacts

2. How shoulddevelopers configure customized nodes for display in the Actionable Relationship Center (ARC)?

A) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
B) Select Use Flex Card from the node Display tab to show the node in a Flex Card
C) Select Omni Script from the node Actions tab to show the node in an Omni Script.
D) Reference the flex Card in the Display properties of the custom ARC relationship graph.

3. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A) Einstein Analytics for Financial Services
B) Salesforce CRM Dashboards
C) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
D) The managed extension package for intelligent Need-Based Referrals and Scoring

4. Which three processes are part of Claims Management?

A) Payment
B) Reserve Management
C) Auto Adjudication
D) Underwriting
E) Quoting

5. A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

A) Assign the Custom Field Set To a Lightning component.
B) Create a new type of person account so trust group details roll down to the beneficiaries level.
C) Create and assign the Cuslhm Field Set permission set to all users.
D) Assign the Custom Field Set to the Financial Summary component.
E) Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.

Solutions: