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Updated: Jun 10, 2026
No. of Questions: 172 Questions & Answers with Testing Engine
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Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?
A) Salesforce FSC only allows 1,024 public groups.
B) Franchise users canhave multiple roles in the hierarchy.
C) Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
D) The administrator can define up to 300 total sharing rules for each object.
2. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
A) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
B) Salesforce CRM Dashboards
C) The managed extension package for intelligent Need-Based Referrals and Scoring
D) Einstein Analytics for Financial Services
3. A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?
A) Parent FlexCard with single Child and multiple Card States
B) Parent FlexCard with multiple Cnrrarenand different Card States
C) Parent FlexCard with multiple Q**jld Flex Cards and Card Actions
D) Parent FlexCard with single Child and Card Actions
4. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)
A) Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
B) Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.
C) Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
D) Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
5. Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?
A) Family Members Component
B) Group Members Component
C) Relationship Map
D) Actionable Relationship Center
E) Life Events Component
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: A | Question # 3 Answer: C | Question # 4 Answer: B,C | Question # 5 Answer: B,C,D |
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