Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:
* The user has to enter contact and address information.
* The user has to enter the driver's age and the car model and year.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

A) Integration Procedures
B) Business Rules Engine
C) OmniScripts
D) APEX Code
E) FlexCards

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) Enable and configure person accounts in FSC, and assign users with permission set licenses.
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) Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
E) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.

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

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

4. For which three objects are Rollup By Lookup (RBL) summaries are available?

A) Financial Accounts
B) Life Events
C) Assets and Liabilities
D) Contacts
E) Claims

5. An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Dogging ton. The advisor created a Person Account record for both Oliver and Macie, and a Household record for the Dogging ton household. While creating the Household group, the advisor attempted to input the below information but received an error.
Member Name: Oliver Dogging ton
Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Member Name: Macie Dogging ton
Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All
Based on the information provided, what caused the error that the advisor received?

A) Spouse is not a valid Role within a Group.
B) Primary Group -two individuals cannot designate the same Household as their Primary Group.
C) Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
D) Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.

Solutions: