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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?

A) Events
B) Notes
C) Interaction Summary
D) Engagement Interaction

2. Financial Services Cloud (FSC) contains a number of custom objects to model a client's financial information, and each object can be configured to appear as tabs in your org. For example, if a consultant wanted to create a financial goal for a customer, they could use the Financial Goal object in FSC.
What are three objects in FSC?

A) Inheritance
B) Financial Holding
C) Revenue
D) Financial Goal
E) Billing

3. How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A) The user can customize the order of life events to be set in chronological order
B) The Admin can customize the order of life events to be set in chronological order.
C) The user can change the color of important life events to red.
D) The Admin can change the color of important life events to red.

4. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

A) Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
B) Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
C) Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
D) Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.

5. Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

A) Commercial Banking flow
B) Institutional Banking flow
C) Retail Banking flows
D) Mortgage flow
E) Insurance flow

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