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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which two statements are true for a Group inFinancial Services Cloud?

A) A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
B) Financial Services Cloud includes a group record type for businesses
C) A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
D) Financial Services Cloud includes a group record type for households

2. A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A) Account Team
B) Role
C) Queues
D) Specific User
E) Action Plan Creator

3. 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 > User Interface > icons > Life Events and Business Milestones
C) Setup > Custom Code > Static Resources
D) Setup > Financial Services > Icons > Life Events and Business Milestones

4. Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A) Case
B) Account
C) Financial Account
D) Opportunity
E) Assets & Liabilities

5. Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?

A) OmniStudio Admin permission set
B) OmniStudio User permission set
C) FSC Standard permission set
D) FSC Basic permission set
E) FSC Foundations permission set

Solutions: