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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

2. What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

A) Group Member Referrals
B) Referrals Rollups
C) Referral Scoring
D) ReferralGroup Process Builder

3. An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?

A) Primary Group -two individuals cannot designate the same Household as their Primary Group.
B) Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
C) Spouse is not a valid Role within a Group.
D) Primary Member - two individuals cannot be designated as the Primary Member of the same Household.

4. Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

A) Accounts & Peers
B) Accounts & Members
C) Accounts & Groups
D) Accounts & Businesses

5. How shoulddevelopers configure customized nodes for display in the Actionable Relationship Center (ARC)?

A) Reference the flex Card in the Display properties of the custom ARC relationship graph.
B) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
C) Select Use Flex Card from the node Display tab to show the node in a Flex Card
D) Select Omni Script from the node Actions tab to show the node in an Omni Script.

Solutions: