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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A) Create custom components to provide a single view of the client.
B) Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
C) Link individuals using related contacts to link duplicate client records
D) Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
E) Create a custom Person Account hierarchy to link duplicate client records.

2. Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses. Which Salesforce feature should be used for this digital onboarding process?

A) Financial Goals
B) Aclion Plans
C) Flows
D) Actionable Relationship Center

3. A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

A) Interest Tags
B) Alerts
C) Topics
D) Engagement Topics

4. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A) Salesforce CRM Dashboards
B) Einstein Analytics for Financial Services
C) The managed extension package for intelligent Need-Based Referrals and Scoring
D) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring

5. Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?

A) Use Process Builder to create a workflow to summarize data at the Person Account level.
B) Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
C) Create a custom obiect to track client's financial data
D) Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.

Solutions: