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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three insurance processes are managed by the Policy Administration component?

A) Approvals
B) Endorsements
C) Commissions
D) Payments
E) Underwriting

2. 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) Compliant Data Sharing
C) Business Rules Engine
D) Custom Sharing Rules

3. During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

A) Discovery Framework is built based on Salesforce Flow.
B) Discovery Framework can create both standard and hierarchical questions.
C) Discovery Framework forms cannot be deployed to Communities,
D) FSC Discovery Framework allows archiving questions.
E) Discovery Framework creates highly capable forms with integrations and advanced logic.

4. How should developers configure customized nodes for display in ARC?

A) Select Use FlexCard from the node Display tab to show the node in a FlexCard
B) Reference the FlexCard in the Display properties of the custom ARC relationship graph
C) Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph
D) Select Use LWC from the node Display tab to show the node in a Lightning Web Component

5. The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A) EnsureRollUpByLookup Configuration is Active
B) Ensure that the member is the Primary Member in that Household
C) Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
D) Ensure the Primary Group flag in the Account record is checked.
E) Ensure the reported Household is the Primary Group for the member

Solutions: