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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?

A) Custom objects to track Financial Accounts and Household
B) The Commercial Banking dashboard
C) Field sets that configure how fields display in the client and household profiles
D) Predefined list views of clients and households

2. A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?

A) Test out the conversion in a sandbox, including all integrations and customizations.
B) Ensure each individual account to be converted is not a parent account of any other account records.
C) Ensure each account.phone field in the individual account record is blank.
D) Ensure all individual account records to be converted are only linked to exactly one contact record.
E) Update all opportunities linked to individual account records to be owned by the individual account record's owner.

3. A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A) The Residential Loan Application flow was not enabled in the setup.
B) The user does not have "Mortgage User" checked in their user record.
C) The administrator did not enable "Allow Mortgage Access" in Setup.
D) The administrator did not assign the Mortgage permission set to the user.

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

A) 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.
B) When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
C) The Action Plan Template permission set must be added to all users that wantto use Action Plans.
D) 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.
E) 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

5. Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?

A) Perform an operation for more records than schedule-triggered flows allow
B) Coordinate multiple flows and assign them to multiple teams or individuals.
C) Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.
D) Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.

Solutions: