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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A) Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
B) Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
C) Create a Life Event for the birth of the child and a Referral for the Education Savings Account
D) Create a Referral for the Banker for an Education Savings Account
E) Create two Life Events, one for the birth of the child and one for the Education Savings Account.

2. Which three things must an admin keep in mind when creating Action Plan Templates'5

A) When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
B) When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
C) The Action Plan Template permission set must be added to all users that wantto use Action Plans.
D) An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
E) When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

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

4. A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

A) Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
B) Configure the Financial Account List components for each required category.
C) Add the Financial Account List component to the Account Lightning record page.
D) Configure Financial Account record types to match the required categories.
E) Create a custom picklist on the Financial Account object totrack the Typ

5. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A) Salesforce CRM Dashboards
B) Einstein Analytics for Financial Services
C) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
D) The managed extension package for intelligent Need-Based Referrals and Scoring

Solutions: