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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A consultant advising Cumulus Bank wants to ensure that the bank is compliant with Identity Verification Regulationswhen customers contact the bank.
Which two features should a consultant leverage to design this business process?

A) Discovery Framework
B) Omni Studio
C) Process Builder
D) Screen Flows

2. A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A) Create an Account sharing rule based on record owner.
B) Create a Financial Account sharing rule based on criteri
C) Create a Financial Account sharing rule based on record owner.
D) Create Account sharing rules based on criteria.

3. A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A) Word document telling the story of the process from the user's perspective
B) An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes
C) A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide
D) An Excel spreadsheet with steps of the process as rows, and systems and personas in columns

4. A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

A) Create a Canvas application for the Authentication module.
B) Create an OmniScript flow.
C) Create a screen flow.
D) Create a Lightning web component.

5. A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?

A) Sharing rules have not beenset up for reciprocal roles.
B) The user should be using the Edit Group button to access reciprocal roles.
C) Reciprocal roles have not been created in the org.
D) The user should be using the Member Relationship button under the Actionable Relationship Center.

Solutions: