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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What actions can a Wealth Advisor take from the Life Events card7

A) Create Opportunity
B) Request Record Approval
C) Open an Account
D) Create Lead & Referral
E) Create Case

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 efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.
B) 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.
C) 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.
D) 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.

3. Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A) Assets & Liabilities
B) Case
C) Opportunity
D) Financial Account
E) Account

4. Which of the following objects do support Group-Level Rollups?

A) Tasks
B) Action Plans
C) Opportunities
D) Financial Accounts
E) Alerts

5. Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?

A) The Referral Score updated when an opportunity associated with the Referral is Closed Won
B) The Referral Score updated when a lead is created using the referralrecord type.
C) The Referral Score updated when a referral is convened to an Opportunity or closed.
D) The Referral Score updated when a referral is assigned from the queue to a user.

Solutions: