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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

A) Assign the Custom Field Set to the Financial Summary component.
B) Assign the Custom Field Set To a Lightning component.
C) Create a new type of person account so trust group details roll down to the beneficiaries level.
D) Create and assign the Cuslhm Field Set permission set to all users.
E) Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.

2. An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

A) FlexCards
B) OmniScripts
C) Integration Procedures
D) Business Rules Engine
E) APEX Code

3. Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?

A) Financial accounts management
B) Performance reporting
C) Opportunity management
D) Client onboarding

4. Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?

A) Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
B) Create a custom obiect to track client's financial data
C) Use Process Builder to create a workflow to summarize data at the Person Account level.
D) Set clients financial data to be rolled up using Financial Services Cloud Primary Group.

5. A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

A) Document the business process flows.
B) Design the solution using the Financial Services Cloud components.
C) Understandthe journey!for the multiple personas involved in the process.
D) Determine the best e-sigTiature solution to use.
E) Create a visual flow diagram.

Solutions: