Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce.
Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?
A) Web to-Lead
B) Lead Assignment Rules
C) Einstein Lead Scoring
D) Lead Approval
E) Lead Routing
2. Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?
A) Configure your Person Account record types m the Indrvidual Record Type Mapper.
B) Enable 'Individual to Person Account Migration' in Custom Settings.
C) Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
D) Ensure Person Accounts is enabled on the org
E) Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
3. The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?
A) Request a 30-day Financial Services Cloud trial org
B) Request a Salesforce developer org.
C) Purchase one license of Financial Services Cloud and install it in a production org.
D) Spin up a Salesforce sandbox org.
4. During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?
A) Discovery Framework forms cannot be deployed to Communities,
B) Discovery Framework creates highly capable forms with integrations and advanced logic.
C) Discovery Framework is built based on Salesforce Flow.
D) Discovery Framework can create both standard and hierarchical questions.
E) FSC Discovery Framework allows archiving questions.
5. A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
A) In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.
B) Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
C) In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.
D) Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
Solutions:
| Question # 1 Answer: B,C,E | Question # 2 Answer: A,C,D | Question # 3 Answer: A | Question # 4 Answer: B,D,E | Question # 5 Answer: A,D |
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