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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

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

2. Salesforce provides a robust set of automation features to help save time and resources. For example, a system administrator can use Flow Builderto automate most of an organization's repetitive business processes.
Which use case is a suitable fit for Flow Builder?

A) Coordinate multiple flows and assign them to multiple teams or individuals.
B) Suggest offers and actions to users that are tailoredto meet an organization's unique business criteria.
C) Perform an operation for more records than schedule-triggered flows allow
D) Collect input from internal users with a form placed on a Lightning page cKlaunched by abutton.

3. Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

A) Enable 'Individual to Person Account Migration' in Custom Settings.
B) Configure your Person Account record types m the Indrvidual Record Type Mapper.
C) Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
D) Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
E) Ensure Person Accounts is enabled on the org

4. How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A) Add a custom Rollup By Lookup (RBL) rule.
B) Create a formula field and add it to the Account page layout
C) Financial Goalscan not be summarized at the household level.
D) Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

5. Which three record type options should an advisor configure for a Lead object configuration?

A) Referral
B) Opportunity
C) General
D) Adjustments
E) Retirement Planning

Solutions: