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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A) Enable and configure person accounts in FSC, and assign users with permission set licenses.
B) Beyond the preconfigured settings, evaluate whether they need advanced customizations.
C) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
D) Review the out-of-the-box capabilities and compare them to the company's current needs.
E) Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.

2. Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

A) Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
B) Setup > Financial Services > Icons > Life Events and Business Milestones
C) Setup > User Interface > icons > Life Events and Business Milestones
D) Setup > Custom Code > Static Resources

3. To access all Financial Services Cloud (FSC) functionalities available out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?

A) Custom objects to track Financial Accounts and Household
B) Predefined list views of clients and households
C) The Commercial Banking dashboard
D) Field sets that configure how fields display in the client and household profiles

4. The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?

A) Map additional owners using theActionable Relationship Center.
B) Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
C) Create lookup fields on the Financial Account object to support additional owners
D) Map additional owners using the Financial Account Role.

5. Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A) Accepting a Referral
B) Assigning a Referral
C) Referral Automated Approvals
D) Referral Conversion
E) Round Robin Referral Routing

Solutions: