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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?

A) Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
B) Map additional owners using theActionable Relationship Center.
C) Create lookup fields on the Financial Account object to support additional owners
D) Map additional owners using the Financial Account Role.

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

3. In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?

A) Account currency must match org default currency.
B) User's locale must match user's currency.
C) User currency must match org default currency.
D) User's locale and language must match user's currency.

4. Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A) Object Settings
B) Profiles
C) Lightning Page Editor
D) Custom Settings

5. An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?

A) Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
B) Primary Group -two individuals cannot designate the same Household as their Primary Group.
C) Spouse is not a valid Role within a Group.
D) Primary Member - two individuals cannot be designated as the Primary Member of the same Household.

Solutions: