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Salesforce Financial-Services-Cloud Sample Questions

Question # 1

A consultant is configuring a demo for a customer but cannot create new residential loan
application records. What is prohibiting the consultant from creating a new residential loan application?

A. The Residential Loan Application flow was not enabled in the setup.
B. The administrator did not enable "Allow Mortgage Access" in Setup.
C. The user does not have "Mortgage User" checked in their user record.
D. The administrator did not assign the Mortgage permission set to the user.

Question # 2

What is a key step in identifying different business processes and outlining encompassing
system flows based on the existing environment when setting up Salesforce Financial
Services Cloud (FSC)?

A. Creating a new Salesforce instance from scratch for the customer
B. Importing the customer's existing data into Salesforce FSC without any modifications
C. Implementing a generic, one-size-fits-all solution for all customers
D. Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities

Question # 3

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

Question # 4

Which three permission sets grant access or extend permissions for record alerts in
Financial Services Cloud (FSC)?

A. OmniStudio Admin permission set
B. FSC Standard permission set
C. FSC Foundations permission set
D. FSC Basic permission set
E. OmniStudio User permission set

Question # 5

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

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

Question # 6

An investment banker is looking to take detailed meeting notes and share them easily with
his colleagues while specifying confidentiality and meeting attendees. Which Financial
Services Cloud feature should a consultant recommend in this scenario?

A. Notes
B. Events
C. Engagement Interaction
D. Interaction Summary

Question # 7

A wealthy client owns a boutique shoe store called Smith's Shoes. Their financial advisor
would like to add this relationship to the Financial Services Cloud (FSC) to track the
complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this
relationship in FSC?

A. Account Account Relationship object
B. Account Contact Relationship object
C. Account object - Household record type
D. Contact object
E. Account object - Business record type

Question # 8

A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.

Which two permission sets should be cloned to create this new permission set and give
access to interest tags?

A. FSC Foundations permission set
B. FSC Extension permission set
C. FSC Standard permission set
D. FSC Basic permission set

Question # 9

Which three types of preassembled flows can be utilized from the Financial Services Cloud
(FSC) packages and the Lightning Flow for FSC package?

A. Institutional Banking flow
B. Mortgage flow
C. Insurance flow
D. Retail Banking flows
E. Commercial Banking flow

Question # 10

The Compliant Data Sharing (CDS) feature lets administrators and compliance managers
configure advanced data-sharing rules so that they can improve compliance with regulations and company policies.
Which three things should be considered when implementing CDS in Financial Services
Cloud (FSC)?

A. To disable CDS for an object, any Participant Roles associated with that object must bedeleted first.
B. CDS in FSC allows record owners to grant access to their records to other FSC users.
C. CDS can only be applied to FSC objects and Account and Opportunity objects.
D. To get the benefits of CDS, administrators must set organization-wide sharing settingsfor supported objects to the Private access model.
E. Users above the record owner in the Role Hierarchy and non-record owners with Editaccess granted through CDS have the same ability/access as record owners,

Question # 11

What are two language-related limitations of Financial Services Cloud?

A. Predefined reciprocal roles are available only in English.
B. Custom component labels are supported only in English.
C. Referral record type labels are supported only in English.
D. Flows are available only in English.

Question # 12

Which Salesforce Financial Services Cloud feature enables financial advisors to track and
manage client accounts?

A. Financial accounts management
B. Performance reporting
C. Client onboarding
D. Opportunity management

Question # 13

An asset management firm that is moving to Salesforce from its old CRM wants to be able
to bring over its client data on drivers’ licenses and passports. 55m 058
Which Financial Services Cloud object should a consultant recommend?

A. Document Checklist Item
B. Received Document
C. Identification Document
D. Identity Document

Question # 14

A Financial Services Cloud (FSC) administrator is assigning permission set licenses to
users, including personal bankers. Which permission set license is recommended for this
set of users?

A. FSC Foundations permission set license
B. FSC Basic permission set license
C. FSC Extension permission set license
D. FSC Standard permission set license

Question # 15

Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is
the client and, as such, is listed as the primary member of that household. This household
is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel
manages their finances. Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a
related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud
consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person
accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the
sequence of the user stories in the design phase. What should the implementation team do as the top priority during planning?

A. Perform a data backup.
B. Enable a person account in a sandbox.
C. Configure Person Account record types.
D. Enable person accounts in FS

Question # 16

An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file. Assuming there are no other issues, what should happen when the administrator uploads the import file?

A. The import will succeed, and the Account Owner field will be left blank.
B. The import will succeed, and the administrator will be prompted to select a user.
C. The import will fail, since all records in Salesforce must have an owner.
D. The import will succeed, and the administrator will be named as the default Account Owner.

Question # 17

How should developers configure customized nodes for display in the Actionable
Relationship Center (ARC)?

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

Question # 18

It has been determined that integration with an external system is required, as the data
needed by a wealth management client resides in another system. This data will be sent
from the external system via an API, and Salesforce needs to be configured in preparation
for the data.
Which two items should be configured?

A. Objects and fields to store the data
B. A flow to get the data into Salesforce
C. A Lightning web component to restrict data from users
D. An integration User and Integration Profile to enable the connection

Question # 19

A bank needs help with many of its processes taking too long to complete. Many of its
challenges are due to issues with handoffs between teams. The challenges also include
users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?

A. Action Plans
B. Financial Accounts
C. Omni Scripts
D. Roll-up Summaries

Question # 20

A banking client currently manages its onboarding process manually with paper forms. To
optimize the process, the client wants to digitize and automate as much as possible. The
bank wants its clients to manage the forms in a portal and leverage e-signatures for
processing. Which three steps are needed to document this requirement following the discovery

A. Document the business process flows.
B. Design the solution using the Financial Services Cloud components.
C. Create a visual flow diagram.
D. Understand the journey!for the multiple personas involved in the process.
E. Determine the best e-sigTiature solution to use.

Question # 21

A bank recently sold its wealth management division and wants to improve its customers’
digital experience. The bank engaged Salesforce Professional Services to upgrade its
existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future
Which three expected outcomes can serve as return on investment (ROI) justifications to
the bank's chief financial officer (CFO) and investment committee?

A. Unify and improve team collaboration by sharing and managing customer leads andreferrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
B. Deliver connected and personalized digital experiences to the bank's customers thanksto a 360-degree view of its customer data consolidating multiple customer databases andsources from diverse channels at the bank.
C. Simplify the client onboarding process with proper tools to streamline customerdiscovery and internal reviews through renewal.
D. Manage policy holder’s interactions with customer service agents intelligently throughthe underwriting process.
E. Modernize client-advisor experiences from engagement to relationship management toeffectively drive long-term, trusted relationships.

Question # 22

An insurance company aims to improve a call center's productivity. A detailed analysis
discovered that agents spend a lot of time capturing data while adding and updating
beneficiary details. Capturing premium payment details (payment date and frequency) is
another time-consuming task. Which action should a Financial Services Cloud consultant
take to resolve the issue?

A. Utilize Insurance Flow Templates.
B. Create an Action Plan Template for capturing beneficiary data and payment information.
C. Provide a better user interface by building Lightning web components for beneficiarydata and payment information.
D. Install an Insurance Data AppExchange package.

Question # 23

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

Question # 24

A company wants to convert its Salesforce Financial Services Cloud implementation from
using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?

A. Update all opportunities linked to individual account records to be owned by the individual account record's owner.
B. Ensure each field in the individual account record is blank.
C. Ensure all individual account records to be converted are only linked to exactly one contact record.
D. Test out the conversion in a sandbox, including all integrations and customizations.
E. Ensure each individual account to be converted is not a parent account of any other account records.

Question # 25

A Salesforce administrator updating a record page to add a Chatter component to the
Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A. Feed tracking has to be enabled for the Action Plan object.
B. Chatter has to be enabled for Action Plans via Chatter settings in setup.
C. Salesforce is yet to roll out Chatter for the Action Plan object.
D. Admin users have to be assigned the Action Plans permission set.

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