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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

A) FSC Discovery Framework allows archiving questions.
B) Discovery Framework creates highly capable forms with integrations and advanced logic.
C) Discovery Framework can create both standard and hierarchical questions.
D) Discovery Framework is built based on Salesforce Flow.
E) Discovery Framework forms cannot be deployed to Communities,

2. A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A) Calculation Procedure
B) DataRaptor
C) Integration Procedure
D) OmniStudio Action Document Generation

3. A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

A) Interest Tags
B) Engagement Topics
C) Topics
D) Alerts

4. A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

A) Account Account Relationship object
B) Account object - Businessrecord type
C) Account object - Household record type
D) Account Contact Relationship object
E) Contact object

5. Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

A) The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
B) The Salesforce Admin can manage sensitive Life Events using Permission Sets.
C) The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
D) The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.

Solutions: