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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A) Data Load ID
B) External ID
C) User ID
D) Org ID

2. Which three processes are part of Claims Management?

A) Payment
B) Underwriting
C) Quoting
D) Auto Adjudication
E) Reserve Management

3. Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A) The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
B) An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
C) RBL rules do not require a lot of processing power.
D) Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
E) Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

4. An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?

A) To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
B) To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
C) When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
D) Client-level records are aggregated by setting up client-level rollups to all primary group members.

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

Solutions: