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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?

A) Omni Scripts
B) Financial Accounts
C) Action Plans
D) Roll-up Summaries

2. A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?

A) Compliant Data Sharing
B) Interaction Summaries
C) Custom Sharing Rules
D) Business Rules Engine

3. Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A) Account
B) Financial Account
C) Opportunity
D) Assets & Liabilities
E) Case

4. What are the three building blocks of Flow Orchestration?

A) Stages
B) Blocks
C) Steps
D) Processes
E) Work Items

5. What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

A) Use Field Level Security on Milestones
B) Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
C) The Flow users require a Flow Permission Set License.
D) Flow for Financial Service Cloud is not available for the Individual Object Model.

Solutions: