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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A) Referral Conversion
B) Referral Automated Approvals
C) Round Robin Referral Routing
D) Accepting a Referral
E) Assigning a Referral

2. An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?

A) Primary Group -two individuals cannot designate the same Household as their Primary Group.
B) Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
C) Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
D) Spouse is not a valid Role within a Group.

3. Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A) Referral Conversion
B) Referral Automated Approvals
C) Round Robin Referral Routing
D) Accepting a Referral
E) Assigning a Referral

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

5. To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

A) Go to Custom Settings and edit the Industries Settings
B) Enable Communities
C) Register a subdomam using the My Domain wizard and then deploy it
D) Open a case withSalesforce Support

Solutions: