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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses. Which Salesforce feature should be used for this digital onboarding process?

A) Financial Goals
B) Actionable Relationship Center
C) Aclion Plans
D) Flows

2. A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

A) Unique event types
B) Single event types
C) Special event types
D) Once-in-a-Lifetime event types

3. Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box? (Choose Three)

A) Lead
B) Contact
C) Residential Loan Application
D) Account
E) Opportunity

4. A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

A) Create an OmniScript flow.
B) Create a screen flow.
C) Create a Lightning web component.
D) Create a Canvas application for the Authentication module.

5. 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) Identification Document
C) Identity Document
D) Received Document

Solutions: