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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three record type options should an advisor configure for a Lead object configuration?

A) Referral
B) Retirement Planning
C) General
D) Adjustments
E) Opportunity

2. A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

A) With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
B) When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
C) Record alert categories are not required when creating a record alert, but they help keep alerts organized.
D) When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.

3. Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?

A) Data Raptor Extract
B) APEX classes
C) Integration Procedure
D) Streaming API

4. A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?

A) Omni Scripts
B) Action Plans
C) Financial Accounts
D) Roll-up Summaries

5. 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) Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
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) Create a junction object between the external system and the new customer object where the data will reside

Solutions: