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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A) Referral Routing Rules
B) Einstein Referral Scoring for Financial Services Cloud
C) Referral Approval Processes
D) Intelligent Need-Based Referrals and Scoring

2. Which step is required to give a group of users access to a Financial Deal?

A) Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
B) Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
C) Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
D) Update Industries Settings to give users access to the Financial Dew object.

3. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A) Person Accounts can be enabled and disabled only by contacting Salesforce Support
B) Person Accounts cannot be disabled once they were enabled
C) Creating a client record via Salesforce Inbox is not supported.
D) AppExchange packages will not work if Person Accounts are enabled

4. Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

A) Custom Domain
B) Lightning Experience for Financial Services Cloud
C) Einstein Relationship Insights
D) Discovery Framework

5. Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

A) Setup > User Interface > icons > Life Events and Business Milestones
B) Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
C) Setup > Financial Services > Icons > Life Events and Business Milestones
D) Setup > Custom Code > Static Resources

Solutions: