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

2. The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process. What steps should the Admin take to make that change?

A) Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.
B) Edit the published Action Plan Template directly.
C) Clone the existing Action PlanTemplate and make any necessary changes on the new Action Plan Template.

3. The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?

A) CDS can only be applied to FSC objects and Account and Opportunity objects.
B) Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners,
C) To disable CDS for an object, any Participant Roles associated with that object must be deleted first.
D) CDS in FSC allows record owners to grant access to their records to other FSC users.
E) To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.

4. The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A) Ensure that the member is the Primary Member in that Household
B) Ensure the reported Household is the Primary Group for the member
C) Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
D) Ensure the Primary Group flag in the Account record is checked.
E) EnsureRollUpByLookup Configuration is Active

5. Which three standard fields are available to track a customer's retirement gial progress?

A) Contributions
B) Target value
C) Target Date
D) Total Value
E) Actual value

Solutions: