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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and give access to interest tags?

A) FSC Foundations permission set
B) FSC Extension permission set
C) FSC Basic permission set
D) FSC Standard permission set

2. The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A) To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
B) Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
C) To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.
D) To use a Flow, a user must have access to the underlying object and its field

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

4. Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

A) Institutional Banking flow
B) Commercial Banking flow
C) Retail Banking flows
D) Insurance flow
E) Mortgage flow

5. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A) Person Accounts cannot be disabled once they were enabled
B) AppExchange packages will not work if Person Accounts are enabled
C) Person Accounts can be enabled and disabled only by contacting Salesforce Support
D) Creating a client record via Salesforce Inbox is not supported.

Solutions: