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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

A) Participant Role
B) Financial DealParticipant
C) Interaction Summary Participant
D) Interaction Participant
E) Opportunity Participant

2. A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

A) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
B) The user must build a report using the Topics object to view Interest Tags in the report.
C) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
D) When the user defines the custom report type, Topics should be selected as the Primary Object.

3. An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

A) Install an Insurance Data AppExchange package.
B) Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.
C) Utilize Insurance Flow Templates.
D) Create an Action Plan Template for capturing beneficiary data and payment information.

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

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

5. Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?

A) Salesforce FSC only allows 1,024 public groups.
B) The administrator can define up to 300 total sharing rules for each object.
C) Franchise users canhave multiple roles in the hierarchy.
D) Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.

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