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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A) Create an Account sharing rule based on record owner.
B) Create a Financial Account sharing rule based on criteri
C) Create Account sharing rules based on criteria.
D) Create a Financial Account sharing rule based on record owner.

2. Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A) Link individuals using related contacts to link duplicate client records
B) Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
C) Create custom components to provide a single view of the client.
D) Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
E) Create a custom Person Account hierarchy to link duplicate client records.

3. The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A) Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
B) Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
C) Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
D) Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
E) Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale

4. Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

A) Financial Services Cloud Standard
B) Financial Service Cloud Extension
C) Financial Service Cloud Basic
D) Client Segmentation

5. How should developers configure customized nodes for display in ARC?

A) Reference the FlexCard in the Display properties of the custom ARC relationship graph
B) Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph
C) Select Use LWC from the node Display tab to show the node in a Lightning Web Component
D) Select Use FlexCard from the node Display tab to show the node in a FlexCard

Solutions: