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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

A) The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
B) The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
C) The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
D) The Salesforce Admin can manage sensitive Life Events using Permission Sets.

2. 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 Standard permission set
C) FSC Extension permission set
D) FSC Basic permission set

3. A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

A) The user must build a report using the Topics object to view Interest Tags in the report.
B) To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
C) When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
D) When the user defines the custom report type, Topics should be selected as the Primary Object.

4. Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

A) Create an after-save trigger to generate reminder tasks.
B) Utilize Action Plan and Action INan Template.
C) Utilize Financial Services Clouc flag Templates to flag missing items.
D) Utilize Chatter notifications for reminders.

5. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

A) Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
B) Hank will be able to see the Action Plan tasks on therelated list of the Account page layout.
C) Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
D) Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.

Solutions: