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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

A) Update the Role picklist on the Account-Account Relationship object with new value.
B) Create a new Contact Reciprocal Role for the required value.
C) Create a new Account Reciprocal Role for the required value.
D) Update the Role picklist on the Account-(?ontact Relationship object with new value.

2. How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model?

A) Document, Note, and Attachment objects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the person account.
B) Custom obiects are used to represent other assets, liabilities, and goals. In the individual model, these objects are related to the Account oJ Nj.
C) Assuming there are no other issues, what should happenwhen the administrator uploads the import file?
The Attachment object is used to represent other assets, liabilities, and goals. In the individual model, these attachments are related to the Account object.
D) An administrator is logged in to Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.

3. The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A) Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
B) To use a Flow, a user must have access to the underlying object and its field
C) To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.
D) To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.

4. An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?

A) To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
B) When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
C) Client-level records are aggregated by setting up client-level rollups to all primary group members.
D) To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.

5. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A) Person Accounts cannot be disabled once they were enabled
B) Creating a client record via Salesforce Inbox is not supported.
C) Person Accounts can be enabled and disabled only by contacting Salesforce Support
D) AppExchange packages will not work if Person Accounts are enabled

Solutions: