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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions:

1. Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

A) Build custom Lightning pages that correspond to each stage of the business process.
B) Configure Dynamic Lightning pages.
C) Enable In-App Guidance to provide walk-throughs.
D) Use flows to remove the neea for complex Lightning pages.
E) Configure Dynamic Actions for Lightning pages.

2. During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding CDS?

A) Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
B) Role Hierarchy-based sharing is disabled by default in CDS.
C) In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
D) A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design?
E) Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.

3. Which three permission sets grant access or extend permissions for record alerts in Financial Services Cloud (FSC)?

A) FSC Foundations permission set
B) OmniStudio User permission set
C) OmniStudio Admin permission set
D) FSC Standard permission set
E) FSC Basic permission set

4. Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)

A) Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
B) Hank will be able to see the Action Plan tasks on the related list of the Account page layout.
C) Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
D) Hank will be able to see the Action Plan Tasks assigned to him on his calendar.

5. Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin is considering using Action Plans. Which 3 process improvements can be delivered using Action Plans?

A) Action Plans can automatically schedule the next appointment with the Advisor.
B) Action Plans create repeatable tasks and automate the task sequences when executed
C) When you create an action plan from a template for a specific target record, items that have no assigned user are assigned to the owner of that " target record.
D) Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
E) Action Plans can speed up the collection of a list of documents needed for the loan application

Solutions:

Question # 1 Answer: C,D,E

Question # 2 Answer: A,B,E

Question # 3 Answer: A,B,D

Question # 4 Answer: B,C

Question # 5 Answer: B,C,D