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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?

A) Peer
B) Group
C) Trust
D) Family
E) Member

2. A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?

A) FSC Basic
B) OmniStudio
C) FSC Standard
D) FSC Extension

3. Which three referral metrics aretracked with custom components included in Financial Services Cloud?

A) Expressed interests
B) My Approved Referrals
C) Web to Lead Referrals
D) Referrals Assigned to me
E) My Top Referrers

4. Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?

A) Integration Procedure
B) APEX classes
C) Data Raptor Extract
D) Streaming API

5. Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

A) Use the 'task creator' tool to create a new task and associate with the existing Action Plan
B) Create an independent Task not related to original Action Plan
C) Usethe Action Plan item feature to add an additional task to a published Action Plan.
D) Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

Solutions: