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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

A) Discovery Framework can create both standard and hierarchical questions.
B) Discovery Framework creates highly capable forms with integrations and advanced logic.
C) FSC Discovery Framework allows archiving questions.
D) Discovery Framework is built based on Salesforce Flow.
E) Discovery Framework forms cannot be deployed to Communities,

2. An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?

A) Interaction Summaries
B) Financial DealManagement
C) Complianthata Sharing
D) Sharing Rules
E) Profiles

3. A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?

A) Omni Scripts
B) Roll-up Summaries
C) Action Plans
D) Financial Accounts

4. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

A) Create a new customprofile and ensure API Only is selected.
B) Update the System Administrator profile to include the API Only User.
C) Create a dedicated Integration User.
D) Assign the integration user to the System Administrator profile.

5. Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

A) Create an after-save trigger to generate reminder tasks.
B) Utilize Chatter notifications for reminders.
C) Utilize Financial Services Clouc flag Templates to flag missing items.
D) Utilize Action Plan and Action INan Template.

Solutions: