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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

A) Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
B) When you work with Action Plans, you first create Action Plan Templates
C) Action Plans can be used to automatically assign task owners and deadlines for specific client engagements
D) Action Plans require a monthly license fee per user
E) Action Plans can be used to schedule appointments with the Bankers

2. A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?

A) FSC Basic
B) FSC Standard
C) FSC Extension
D) OmniStudio

3. A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A) Create a Financial Account sharing rule based on criteri
B) Create Account sharing rules based on criteria.
C) Create a Financial Account sharing rule based on record owner.
D) Create an Account sharing rule based on record owner.

4. An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assumingthere are no other issues, what should happen when the administrator uploads the import file?

A) The import will fail, since all records in Salesforce must have an owner.
B) The import will succeed, and the administrator will be prompted to select a user.
C) The import will succeed, and the Account Owner field will be left blank.
D) The import will succeed, and the administrator will be named as the default Account Owner.

5. The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A) Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
B) To use a Flow, a user must have access to the underlying object and its field
C) To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.
D) To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.

Solutions: