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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Scott Adams is opening a joint savings account with his mom, Rachel Adams. Rachel Adams is the primary member ofthe Adams Household. Personal Banker Hank Burton wants to make sure that Scott's data is rolling up to the Adams Household. How can the Banker accomplish this?

A) Make the Adams Household Scotts pnmary Group and make Scott the pnmary member
B) Make the Adams Household Scott's primary Group and edit tie Activities & Objects to ft* Up.
C) Add Scon as a Related Contact to the Adams Household.
D) Disable the Primary Group setting fof Scon on the Adams Household

2. Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A) Link individuals using related contacts to link duplicate client records
B) Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
C) Create custom components to provide a single view of the client.
D) Create a custom Person Account hierarchy to link duplicate client records.
E) Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.

3. An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?

A) Identity Document
B) Received Document
C) Identification Document
D) Document Checklist Item

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

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

5. What actions can a Wealth Advisor take from the Life Events card7

A) Create Case
B) Create Lead & Referral
C) Create Opportunity
D) Open an Account
E) Request Record Approval

Solutions: