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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which two statements are true for a Group inFinancial Services Cloud?

A) A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
B) Financial Services Cloud includes a group record type for businesses
C) A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
D) Financial Services Cloud includes a group record type for households

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

3. A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?

A) Manage policy holder's interactions with customer service agents intelligently through the underwriting process.
B) Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
C) Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
D) Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
E) Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.

4. 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 Extension permission set
B) FSC Standard permission set
C) FSC Basic permission set
D) FSC Foundations permission set

5. Which two statements are true about Group Membership in Financial Services Cloud?

A) Group Membership defines the role of the member within the Group.
B) With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
C) Group Membership is modeled using the Account-Group Relationship object.
D) With Group Membership settings you can define if a Group is the member's primaryGroup.

Solutions: