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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

A) Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
B) Ensure Person Accounts is enabled on the org
C) Configure your Person Account record types m the Indrvidual Record Type Mapper.
D) Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
E) Enable 'Individual to Person Account Migration' in Custom Settings.


2. Which three related lists are visible within Actionable Relationship Center associated with the Account object?

A) Notes and Attachments
B) Household Financial Accounts
C) Financial Holdings
D) Client Financial Goals
E) Cases


3. What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A) Referral Routing Rules
B) Intelligent Need-Based Referrals and Scoring
C) Einstein Referral Scoring for Financial Services Cloud
D) Referral Approval Processes


4. Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?

A) Run a nightly process to create tasks and assign them to account owners for follow-ups
B) Use Lightning Scheduler to periodically schedule tasks for account owners.
C) Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
D) Train account owners to create required tasks periodically and setdue dates for tracking.


5. A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?

A) Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.
B) Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.
C) Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
D) Omit the day's start and end time fields when the administrator wants to indicate a non- working day.


Solutions:

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

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