Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?

A) In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.
B) Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
C) Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
D) In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.

2. Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:
* The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
* The wife is also part of the Symonds Household with her father as the primary member. Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable service to the Addams family and discover new business opportunities?

A) Financial Services Cloud Einstein
B) Actionable Relationship Center (ARC), an advanced visualization engine
C) Data Visualization with Marketing Cloud Intelligence
D) Data Filtering and Sorting in Tableau Desktop

3. 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) Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
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) 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

4. Which of the following statements are correct when creating Financial Goals?

A) Users require the Financial Goals permission set to works with Financial Goals
B) Users can only create savings oriented goals.
C) Users can create goals for paying down debt
D) Users can associate a goal with a specific Financial Account.

5. A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?

A) Parent FlexCard with single Child and multiple Card States
B) Parent FlexCard with single Child and Card Actions
C) Parent FlexCard with multiple Q**jld Flex Cards and Card Actions
D) Parent FlexCard with multiple Cnrrarenand different Card States

Solutions: