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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A) The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.
B) Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
C) Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
D) When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.

2. Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A) Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
B) Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
C) Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.
D) Grant users access to the Financial Account object with permission set

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

4. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A) Org ID
B) External ID
C) Data Load ID
D) User ID

5. What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

A) Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
B) The Flow users require a Flow Permission Set License.
C) Use Field Level Security on Milestones
D) Flow for Financial Service Cloud is not available for the Individual Object Model.

Solutions: