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

2. The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?

A) Trust
B) Member
C) Family
D) Group
E) Peer

3. Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

A) The Salesforce Admin can enable or disable multiple currencies if needed
B) For each user, the user currency must correspond to the default currency for the user's locale
C) When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
D) When multicurrency is enabled in FSC. advanced currencymanagement is also available

4. A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?

A) Business Rules Engine
B) Compliant Data Sharing
C) Interaction Summaries
D) Custom Sharing Rules

5. Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

A) Industry Integration Solutions with the MuleSoft Anypoint Platform
B) Data Consumption Framework
C) OmniStudio Integration Procedures
D) OmniStudio DataRaptors
E) Data Processing Engine

Solutions: