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Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?
A) When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
B) When multicurrency is enabled in FSC. advanced currencymanagement is also available
C) The Salesforce Admin can enable or disable multiple currencies if needed
D) For each user, the user currency must correspond to the default currency for the user's locale
2. How shoulddevelopers configure customized nodes for display in the Actionable Relationship Center (ARC)?
A) Reference the flex Card in the Display properties of the custom ARC relationship graph.
B) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
C) Select Use Flex Card from the node Display tab to show the node in a Flex Card
D) Select Omni Script from the node Actions tab to show the node in an Omni Script.
3. Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?
A) Accounts & Peers
B) Accounts & Members
C) Accounts & Groups
D) Accounts & Businesses
4. A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?
A) Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.
B) Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
C) Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
D) Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.
5. Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?
A) Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
B) Create a custom obiect to track client's financial data
C) Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
D) Use Process Builder to create a workflow to summarize data at the Person Account level.
Solutions:
| Question # 1 Answer: A,B | Question # 2 Answer: A | Question # 3 Answer: A,C,D | Question # 4 Answer: A | Question # 5 Answer: A |
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