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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to thesensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive.
Which three options should a consultant recommend?

A) Use Interaction Summary Participants to provide the right access to individuals or groups.
B) Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
C) Enable Compliant Data Sharing for Interaction Summaries.
D) Enable Compliant Data Sharing for Interactions.
E) Disable Role-Hierarchy-Based Sharing for Engagement Interactions.

2. A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

A) Add the Financial Account List component to the Account Lightning record page.
B) Configure the Financial Account List components for each required category.
C) Configure Financial Account record types to match the required categories.
D) Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
E) Create a custom picklist on the Financial Account object totrack the Typ

3. Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?

A) Coordinate multiple flows and assign them to multiple teams or individuals.
B) Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
C) Perform an operation for more records than schedule-triggered flows allow
D) Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.

4. 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) Franchise users canhave multiple roles in the hierarchy.
C) The administrator can define up to 300 total sharing rules for each object.
D) Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.

5. A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?

A) The administrator did not enable "Allow Mortgage Access" in Setup.
B) The user does not have "Mortgage User" checked in their user record.
C) The Residential Loan Application flow was not enabled in the setup.
D) The administrator did not assign the Mortgage permission set to the user.

Solutions: