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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What actions can a Wealth Advisor take from the Life Events card7

A) Create Case
B) Request Record Approval
C) Open an Account
D) Create Lead & Referral
E) Create Opportunity

2. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A) Skip Non-Work Days For Tasks
B) Sync with Company Calendar
C) Skip Non-Work Days for Action Plans
D) Skip Non-Work Days for Deadlines

3. Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

A) The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
B) The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
C) The Salesforce Admin can manage sensitive Life Events using Permission Sets.
D) The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.

4. A financial services company wants to track different categories of financial accounts in its org. Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories.
Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?

A) Configure the Financial Account List components for each required category.
B) Add the Financial Account List component to the Account Lightning record page.
C) Create Account lookup fields on the Financial Account object to link the Financial Accounts to an Account.
D) Configure Financial Account record types to match the required categories.
E) Create a custom picklist on the Financial Account object totrack the Typ

5. Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances.
Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?

A) Perform a data backup.
B) Enable a person account in a sandbox.
C) Enable person accounts in FS
D) Configure Person Account record types.

Solutions: