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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. If a client is associated with more than one Household or Group, where will this clients records get rolled up to?

A) to all the parent households and groups
B) to the household selected by the advisor for record rollups.
C) to the household with the client's primary address
D) to the Household where the client is the primary member

2. Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?

A) Unlock users.
B) Modify permission sets.
C) Set organization-wide sharing defaults on custom objects.
D) Create and manage membership of specified public groups.
E) Assign or remove permission sets for users in their delegated groups.

3. A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?

A) Discovery Framework
B) Screen Flows
C) Omni Studio
D) Process Builder

4. The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A) Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
B) Ensure the Primary Group flag in the Account record is checked.
C) Ensure that the member is the Primary Member in that Household
D) Ensure the reported Household is the Primary Group for the member
E) EnsureRollUpByLookup Configuration is Active

5. A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A) A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide
B) Word document telling the story of the process from the user's perspective
C) An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
D) An Excel spreadsheet with steps of the process as rows, and systems and personas in columns

Solutions: