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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?

A) Parent FlexCard with single Child and multiple Card States
B) Parent FlexCard with multiple Cnrrarenand different Card States
C) Parent FlexCard with multiple Q**jld Flex Cards and Card Actions
D) Parent FlexCard with single Child and Card Actions

2. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A) Review the out-of-the-box capabilities and compare them to the company's current needs.
B) Beyond the preconfigured settings, evaluate whether they need advanced customizations.
C) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
D) Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
E) Enable and configure person accounts in FSC, and assign users with permission set licenses.

3. How can the Salesforce Administrator make sure that highly sensitive Life Events or Business Milestones will not be shownuntil the event actually happened?

A) Life Events are part of the FSC managed package, therefore the Salesforce Admin must contact Salesforce Support to remove the Event from the Lightning Component.
B) Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object
C) Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
D) Remove the Event or Milestone from the Lightning Component in the Developer Console.

4. 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 Foundations permission set
E) FSC Basic permission set

5. During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokersshould never have access to other brokers' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?

A) Brokers should be modeled as Contact and the Broker company should be modeled as Account,even if they're a legal entity '-' individually.
B) The Broker Assistant should bemodeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers.
C) Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.
D) The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.

Solutions: