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Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?
A) Create a new record type Referral' on the Lead object.
B) Assign the record type to users.
C) Update the lead page layout.
D) Create a new referral record type mapper record.
E) Create a custom Referral object.
2. Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
A) Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
B) Configure your Person Account record types m the Indrvidual Record Type Mapper.
C) Ensure Person Accounts is enabled on the org
D) Enable 'Individual to Person Account Migration' in Custom Settings.
E) Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
3. Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?
A) To enable users to see the ARC, you will need to add the component for ARC to the page layout.
B) The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
C) The Association Type picklist controls the account-account relationship that display in the ARC.
D) ARC is certified to work with Person Accounts and Individual Accounts.
E) ARC displays up to 5 related lists that have a configured compact layout.
4. In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?
A) User's locale and language must match user's currency.
B) User's locale must match user's currency.
C) Account currency must match org default currency.
D) User currency must match org default currency.
5. What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?
A) Referrals Rollups
B) ReferralGroup Process Builder
C) Group Member Referrals
D) Referral Scoring
Solutions:
| Question # 1 Answer: A,B,C | Question # 2 Answer: B,C,E | Question # 3 Answer: A,C,E | Question # 4 Answer: B | Question # 5 Answer: A |

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