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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A) DataRaptor
B) Calculation Procedure
C) OmniStudio Action Document Generation
D) Integration Procedure

2. What benefits do Flows for Financial Services Cloud offer to support customer onboarding? (Choose Two)

A) Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling
B) Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.
C) Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.
D) Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.
E) Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

3. Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A) Lightning Page Editor
B) Profiles
C) Custom Settings
D) Object Settings

4. A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

A) Create two Life Events, one for the birth of the child and one for the Education Savings Account.
B) Create a Referral for the Banker for an Education Savings Account
C) Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
D) Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
E) Create a Life Event for the birth of the child and a Referral for the Education Savings Account

5. For which three objects are Rollup By Lookup (RBL) summaries are available?

A) Contacts
B) Financial Accounts
C) Claims
D) Assets and Liabilities
E) Life Events

Solutions: