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

2. During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

A) Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
B) Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
C) A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?
D) In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
E) Role Hierarchy-based sharing is disabled bydefault in CDS.

3. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A) Add Scon as a Related Contact to the Adams Household.
B) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
C) Disable the Primary Group setting fof Scon on the Adams Household
D) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.

4. A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?

A) Interaction Summaries
B) Custom Sharing Rules
C) Compliant Data Sharing
D) Business Rules Engine

5. Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?

A) Individuals,then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
B) Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
C) Financial Accounts, then Financial Account Roles, thenIndividuals, then Financial Account Transactions
D) Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals

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