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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

2. Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

A) Account with Record Type = Business
B) Standard Household
C) Custom Relationship Group
D) Contact-Contact Relationship

3. A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?

A) Object: Financial Account; Field: Joint Owner
B) Object: Financial Account; Field: Primary Owner
C) Object: Account-Account Relationship; Field: Related Role
D) Object: Financial Account Role; Field: Role

4. Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?

A) Use flows to remove the neea for complex Lightning pages.
B) Configure Dynamic Lightning pages.
C) Build custom Lightning pages that correspond to each stage of the business process.
D) Enable In-App Guidance to provide walk-throughs.
E) Configure Dynamic Actions for Lightning pages.

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

Solutions: