Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A) When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
B) Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
C) Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
D) The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.

2. A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

A) Assign the Custom Field Set to the Financial Summary component.
B) Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.
C) Create a new type of person account so trust group details roll down to the beneficiaries level.
D) Assign the Custom Field Set To a Lightning component.
E) Create and assign the Cuslhm Field Set permission set to all users.

3. It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?

A) A flow to get the data into Salesforce
B) Objects and fields to store the data
C) A Lightning web component to restrict data from users
D) An integration User and Integration Profile to enable the connection

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

5. How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?

A) Remove the Event or Milestone from the Lightning Component in the Developer Console.
B) Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object
C) Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
D) Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.

Solutions: