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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?

A) Salesforce FSC only allows 1,024 public groups.
B) Franchise users canhave multiple roles in the hierarchy.
C) The administrator can define up to 300 total sharing rules for each object.
D) Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.

2. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
B) Add Scon as a Related Contact to the Adams Household.
C) Disable the Primary Group setting fof Scon on the Adams Household
D) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.

3. Lake Tahoe Bank is rolling out Financial Services Cloud and the VP of IT is concerned about the cost of the licenses. TheSystem Admin recommends using restricted licenses for users that need only limited access to Financial Service Cloud features. Which Financial Services Cloud permission set license enables user access to a license with contractual restrictions for Financial Services Cloud and can be used to grant restricted access to users like Bank Tellers?

A) Financial Service Cloud Extension
B) Financial Service Cloud Basic
C) Financial Services Cloud Standard
D) Client Segmentation

4. Which two statements are true about Group Membership in Financial Services Cloud?

A) Group Membership defines the role of the member within the Group.
B) With Group Membership settings you can define if a Group is the member's primaryGroup.
C) Group Membership is modeled using the Account-Group Relationship object.
D) With Group Membership settings you can define who is the primary and who is the secondary member within the Group.

5. Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

A) Contact
B) Account
C) Residential Loan Application
D) Lead
E) Opportunity

Solutions: