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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?

A) Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
B) Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
C) Manage policy holder's interactions with customer service agents intelligently through the underwriting process.
D) Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
E) Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.

2. It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data.
Which two items should be configured?

A) A flow to get the data into Salesforce
B) An integration User and Integration Profile to enable the connection
C) Objects and fields to store the data
D) A Lightning web component to restrict data from users

3. The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A) Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
B) When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
C) RBL calculations can notbe disabled when importing data into your Salesforce org.
D) An RBL rule displays summary calculations of financial account information, such as account balances.
E) Rollups for multiple joint owners are not supported

4. Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?

A) Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
B) Create a custom obiect to track client's financial data
C) Use Process Builder to create a workflow to summarize data at the Person Account level.
D) Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.

5. A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

A) Create a Lightning web component.
B) Create a Canvas application for the Authentication module.
C) Create a screen flow.
D) Create an OmniScript flow.

Solutions: