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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A) Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
B) Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
C) Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
D) Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
E) Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e

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

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

3. An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

A) Install an Insurance Data AppExchange package.
B) Utilize Insurance Flow Templates.
C) Create an Action Plan Template for capturing beneficiary data and payment information.
D) Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.

4. A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

A) Account object - Household record type
B) Account Account Relationship object
C) Account Contact Relationship object
D) Contact object
E) Account object - Businessrecord type

5. Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A) Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
B) Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
C) Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
D) Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.

Solutions: