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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A) The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
B) When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
C) Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
D) Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.

2. The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A) When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
B) An RBL rule displays summary calculations of financial account information, such as account balances.
C) Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
D) RBL calculations can notbe disabled when importing data into your Salesforce org.
E) Rollups for multiple joint owners are not supported

3. How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A) Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
B) Create a formula field and add it to the Account page layout
C) Financial Goalscan not be summarized at the household level.
D) Add a custom Rollup By Lookup (RBL) rule.

4. A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A) An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
B) Word document telling the story of the process from the user's perspective
C) An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
D) A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide

5. 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) Interaction Summaries
D) Sharing Rules
E) Profiles

Solutions: