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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A) The Admin can customize the order of life events to be set in chronological order.
B) The user can change the color of important life events to red.
C) The user can customize the order of life events to be set in chronological order
D) The Admin can change the color of important life events to red.

2. Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?

A) Data Import Wizard to upload the data collected in spreadsheets
B) A Mortgage Application' custom object to hold thecollected client data
C) Flow Builder to automate these business processes
D) The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud

3. A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?

A) An APEX solution to leverage the SendMail capabilities of Salesforce
B) Process Builder to create automatl&Socument requests for missing items
C) The Send Documents flow for Retail Banking
D) A Marketing Cloud integration to manage client communications

4. Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

A) Usethe Action Plan item feature to add an additional task to a published Action Plan.
B) Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.
C) Create an independent Task not related to original Action Plan
D) Use the 'task creator' tool to create a new task and associate with the existing Action Plan

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

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

Solutions: