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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?

A) Individuals,then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
B) Financial Accounts, then Financial Account Roles, thenIndividuals, then Financial Account Transactions
C) Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals
D) Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions

2. A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?

A) Parent FlexCard with multiple Q**jld Flex Cards and Card Actions
B) Parent FlexCard with multiple Cnrrarenand different Card States
C) Parent FlexCard with single Child and Card Actions
D) Parent FlexCard with single Child and multiple Card States

3. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A) Skip Non-Work Days for Action Plans
B) Skip Non-Work Days For Tasks
C) Skip Non-Work Days for Deadlines
D) Sync with Company Calendar

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

5. A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2 months after a new customer opens their first bank account to contact the customerfor feedback. In addition, the bank wants the ability for relationship managers to track and report on progress in FSC.
What should the administrator do when designing the future state business process using FSC features?

A) When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
B) When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
C) When an account status is changed to "Customer", send emails to the Account Owner to follow up in 2 days, 2 weeks, and 2 months.
D) When an account status is changed to "CustomlrfVTcreate an action plan with tasks to follow up in 2 days. 2 weeks, and 2 months.

Solutions: