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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

A) Document the business process flows.
B) Design the solution using the Financial Services Cloud components.
C) Understandthe journey!for the multiple personas involved in the process.
D) Determine the best e-sigTiature solution to use.
E) Create a visual flow diagram.

2. A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

A) Create a new Contact Reciprocal Role for the required value.
B) Create a new Account Reciprocal Role for the required value.
C) Update the Role picklist on the Account-(?ontact Relationship object with new value.
D) Update the Role picklist on the Account-Account Relationship object with new value.

3. A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?

A) Create a custom Referral object.
B) Update the lead page layout.
C) Assign the record type to users.
D) Create a new record type Referral' on the Lead object.
E) Create a new referral record type mapper record.

4. Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

A) Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
B) Implement Financial Service Cloud in a Trial org and convert the Trial org toproduction org.
C) Implement Financial Service Cloud in the existing org (Brow Field).
D) Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact

5. An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?

A) Received Document
B) Identification Document
C) Document Checklist Item
D) Identity Document

Solutions: