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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

A) Object Settings
B) Lightning Page Editor
C) Profiles
D) Custom Settings

2. A System Administrator has received a note from one of theportfolio managers that the ActionableRelationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have accessto it and are able to use it to manage their customer's relationships. What is a possible cause for this?

A) The ARC Component has not been added to the page layout
B) The portfolio manager does not have access to the account records that he is trying to create for.
C) The portfolio manager does not have access tothe Lightning page that has the ARC component added
D) The portfolio manager has not been given the permissions that enable users to view and manage ARC

3. A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A) Queues
B) Role
C) Account Team
D) Specific User
E) Action Plan Creator

4. Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?

A) Allowusers to set their preferred currency in their profile and design reports that convert currencies for the user running the report.
B) Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
C) Set the default currency for head office and have the regions download their reports to Excel and convert them manually.
D) Use a third party from AppExchange add-on to implement currency conversions.

5. How shoulddevelopers configure customized nodes for display in the Actionable Relationship Center (ARC)?

A) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
B) Select Use Flex Card from the node Display tab to show the node in a Flex Card
C) Select Omni Script from the node Actions tab to show the node in an Omni Script.
D) Reference the flex Card in the Display properties of the custom ARC relationship graph.

Solutions: