Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A) Feedtracking has to be enabled for the Action Plan object.
B) Admin users have to be assigned the Action Plans permission set.
C) Chatter has to be enabled for Action Plans via Chatter settings in setup.
D) Salesforce is yet to roll out Chatter for the Action Plan object.

2. An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?

A) To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
B) To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
C) When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
D) Client-level records are aggregated by setting up client-level rollups to all primary group members.

3. Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?

A) Unlock users.
B) Modify permission sets.
C) Set organization-wide sharing defaults on custom objects.
D) Create and manage membership of specified public groups.
E) Assign or remove permission sets for users in their delegated groups.

4. A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?

A) Integrate the Consent object with their Consent Platform to track it in Salesforce.
B) Enable and implement the iate Regulation checkbox on the client record to track their request.
C) Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.
D) Implement Consent Management for Financial Services Cloud.

5. A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

A) Update the Role picklist on the Account-Account Relationship object with new value.
B) Update the Role picklist on the Account-(?ontact Relationship object with new value.
C) Create a new Account Reciprocal Role for the required value.
D) Create a new Contact Reciprocal Role for the required value.

Solutions: