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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

A) Accounts & Groups
B) Accounts & Members
C) Accounts & Businesses
D) Accounts & Peers


2. What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

A) Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
B) Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
C) Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
D) Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
E) Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.


3. How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

A) Reference the FlexCard in the Display properties of the custom ARC relationship graph.
B) Select Use FlexCard from the node Display tab to show the node in a FlexCar
C) Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
D) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.


4. 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) Update the lead page layout.
B) Create a new record type Referral' on the Lead object.
C) Create a new referral record type mapper record.
D) Create a custom Referral object.
E) Assign the record type to users.


5. Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

A) Financial Services Cloud Standard
B) Financial Service Cloud Basic
C) Client Segmentation
D) Financial Service Cloud Extension


Solutions:

Question # 1
Answer: A,C,D
Question # 2
Answer: A,B
Question # 3
Answer: A
Question # 4
Answer: A,B,E
Question # 5
Answer: B

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