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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What are the three building blocks of Flow Orchestration?

A) Blocks
B) Work Items
C) Stages
D) Processes
E) Steps

2. The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A) Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
B) An RBL rule displays summary calculations of financial account information, such as account balances.
C) Rollups for multiple joint owners are not supported
D) When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
E) RBL calculations can notbe disabled when importing data into your Salesforce org.

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

4. The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A) Request a Salesforce developer org.
B) Purchase one license of Financial Services Cloud and install it in a production org.
C) Spin up a Salesforce sandbox org.
D) Request a 30-day Financial Services Cloud trial org

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

Solutions: