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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. The system administrator team at a retail consumer bank justreceived data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC datamigration?

A) 1. Accounts and contacts2. Households3. Financial accounts
B) 1. Financial accounts2. Accounts and contacts3, Account groups
C) 1. Households2.Financial accounts3. Person accounts
D) 1. Accounts and contacts2. Financial accounts3. Account groups and households


2. Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

A) Sharetable records need to be manually deleted.
B) The share table records are deleted.
C) The opportunity participant records are not deleted.
D) All opportunity participant records are delete


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


4. A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A) Create a Financial Account sharing rule based on criteri
B) Create Account sharing rules based on criteria.
C) Create a Financial Account sharing rule based on record owner.
D) Create an Account sharing rule based on record owner.


5. Which three related lists are visible within Actionable Relationship Center associated with the Account object?

A) Household Financial Accounts
B) Client Financial Goals
C) Cases
D) Financial Holdings
E) Notes and Attachments


Solutions:

Question # 1
Answer: D
Question # 2
Answer: B,C
Question # 3
Answer: A
Question # 4
Answer: A
Question # 5
Answer: A,B,D

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