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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

2. A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

A) Interest Tags
B) Topics
C) Alerts
D) Engagement Topics

3. A bankingclient currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session?

A) Determine the best e-sigTiature solution to use.
B) Design the solution using the Financial Services Cloud components.
C) Document the business process flows.
D) Create a visual flow diagram.
E) Understandthe journey!for the multiple personas involved in the process.

4. Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households. Which 2 options does the Salesforce Admin have to accomplish this?

A) Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
B) Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
C) Enable the 'Enable Rollup Summary' in custom settings
D) Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.
E) Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.

5. A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A) Quote Creathqn Toolbox
B) Claims Management
C) Policy Administration
D) Quote, Rate, and Apply
E) MobileClaimSubmission

Solutions: