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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A) The managed extension package for intelligent Need-Based Referrals and Scoring
B) Einstein Analytics for Financial Services
C) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
D) Salesforce CRM Dashboards

2. A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

A) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
B) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
C) The user must build a report using the Topics object to view Interest Tags in the report.
D) When the user defines the custom report type, Topics should be selected as the Primary Object.

3. A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

A) Sharing rules have not beenset up for reciprocal roles.
B) The user should be using the Member Relationship button under the Actionable Relationship Center.
C) Reciprocal roles have not been created in the org.
D) The user should be using the Edit Group button to access reciprocal roles.

4. An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?

A) Complianthata Sharing
B) Financial DealManagement
C) Sharing Rules
D) Interaction Summaries
E) Profiles

5. Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

A) Custom Relationship Group
B) Contact-Contact Relationship
C) Standard Household
D) Account with Record Type = Business

Solutions: