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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A retail bank is using Financial Services Cloudto support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solutionshould a consultant suggest the client explore?

A) A Marketing Cloud integration to manage client communications
B) An APEX solution to leverage the SendMail capabilities of Salesforce
C) The Send Documents flow for Retail Banking
D) Process Builder to create automatl&Socument requests for missing items

2. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
B) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
C) Disable the Primary Group setting fof Scon on the Adams Household
D) Add Scon as a Related Contact to the Adams Household.

3. 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 person accounts in FS
C) Configure Person Account record types.
D) Enable a person account in a sandbox.

4. Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

A) Discovery Framework
B) Custom Domain
C) Einstein Relationship Insights
D) Lightning Experience for Financial Services Cloud

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

Solutions: