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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

A) For each user, the user currency must correspond to the default currency for the user's locale
B) When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
C) When multicurrency is enabled in FSC. advanced currencymanagement is also available
D) The Salesforce Admin can enable or disable multiple currencies if needed

2. What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

A) Referrals Rollups
B) Referral Scoring
C) Group Member Referrals
D) ReferralGroup Process Builder

3. An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?

A) Complianthata Sharing
B) Sharing Rules
C) Interaction Summaries
D) Financial DealManagement
E) Profiles

4. Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?

A) Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.
B) Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
C) Coordinate multiple flows and assign them to multiple teams or individuals.
D) Perform an operation for more records than schedule-triggered flows allow

5. Which of the following objects do support Group-Level Rollups?

A) Opportunities
B) Financial Accounts
C) Action Plans
D) Alerts
E) Tasks

Solutions: