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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

A) Create custom fields on the Person Account object.
B) Configure Individual Record Type Mapper" custom metadata.
C) Enable "Use Person Account" custom setting.
D) Create a record type on the Contact object.

2. A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A) If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
B) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.
C) If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.
D) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.

3. A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

A) Create a junction object between the external system and the new customer object where the data will reside
B) Ensure custom metadata is configured and each custom metadata record details where the data will be sent
C) Use a CSV file with the data created and use Data Loader to map to the correct field
D) Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce

4. How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?

A) Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
B) Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object
C) Remove the Event or Milestone from the Lightning Component in the Developer Console.
D) Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.

5. What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

A) Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
B) In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
C) In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
D) Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

Solutions: