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

2. The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A) Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
B) Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
C) Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
D) Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
E) Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC

3. A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?

A) Integrate the Consent object with their Consent Platform to track it in Salesforce.
B) Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.
C) Enable and implement the iate Regulation checkbox on the client record to track their request.
D) Implement Consent Management for Financial Services Cloud.

4. Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

A) Industry Integration Solutions with the MuleSoft Anypoint Platform
B) Data Processing Engine
C) OmniStudio Integration Procedures
D) Data Consumption Framework
E) OmniStudio DataRaptors

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

Solutions: