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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three insurance processes are managed by the Policy Administration component?

A) Payments
B) Approvals
C) Commissions
D) Underwriting
E) Endorsements

2. A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?

A) Parent FlexCard with single Child and multiple Card States
B) Parent FlexCard with multiple Cnrrarenand different Card States
C) Parent FlexCard with single Child and Card Actions
D) Parent FlexCard with multiple Q**jld Flex Cards and Card Actions

3. What actions can a Wealth Advisor take from the Life Events card7

A) Create Opportunity
B) Create Lead & Referral
C) Request Record Approval
D) Create Case
E) Open an Account

4. A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A) Chatter has to be enabled for Action Plans via Chatter settings in setup.
B) Feedtracking has to be enabled for the Action Plan object.
C) Admin users have to be assigned the Action Plans permission set.
D) Salesforce is yet to roll out Chatter for the Action Plan object.

5. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A) Creating a client record via Salesforce Inbox is not supported.
B) Person Accounts cannot be disabled once they were enabled
C) AppExchange packages will not work if Person Accounts are enabled
D) Person Accounts can be enabled and disabled only by contacting Salesforce Support

Solutions: