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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

A) Assign the integration user to the System Administrator profile.
B) Create a dedicated Integration User.
C) Update the System Administrator profile to include the API Only User.
D) Create a new customprofile and ensure API Only is selected.

2. A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A) An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
B) An Excel spreadsheet with steps of the process as rows, and systems and personas in columns
C) Word document telling the story of the process from the user's perspective
D) A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide

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

4. Which three things must an admin keep in mind when creating Action Plan Templates'5

A) When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
B) An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
C) When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
D) When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template
E) The Action Plan Template permission set must be added to all users that wantto use Action Plans.

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

A) Hide the Event or Milestone on the Events & Business Milestones Lightning Component page properties.
B) 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.
C) Remove the Event or Milestone from the Lightning Component in the Developer Console.
D) Delete the value from the Event Type picklist on the Life Event Object or the Milestone type on the BusinessMilestone object

Solutions: