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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A) Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
B) Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale
C) Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
D) Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
E) Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e

2. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
B) Beyond the preconfigured settings, evaluate whether they need advanced customizations.
C) Review the out-of-the-box capabilities and compare them to the company's current needs.
D) Enable and configure person accounts in FSC, and assign users with permission set licenses.
E) Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.

3. What actions can a Wealth Advisor take from the Life Events card7

A) Open an Account
B) Create Opportunity
C) Create Case
D) Request Record Approval
E) Create Lead & Referral

4. The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console. What does the Admin have to keep in mind when setting up Flows?

A) To use a Flow, a user must have access to the underlying object and its field
B) To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
C) Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
D) To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.

5. What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

A) Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
B) In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
C) In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
D) Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

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