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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

A) Opportunity Participant
B) Participant Role
C) Financial DealParticipant
D) Interaction Summary Participant
E) Interaction Participant

2. A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?

A) Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.
B) Integrate the Consent object with their Consent Platform to track it in Salesforce.
C) Enable and implement the iate Regulation checkbox on the client record to track their request.
D) Implement Consent Management for Financial Services Cloud.

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

A) Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
B) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
C) Reference the FlexCard in the Display properties of the custom ARC relationship graph.
D) Select Use FlexCard from the node Display tab to show the node in a FlexCar

4. The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?

A) Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
B) Create lookup fields on the Financial Account object to support additional owners
C) Map additional owners using the Financial Account Role.
D) Map additional owners using theActionable Relationship Center.

5. For which three objects are Rollup By Lookup (RBL) summaries are available?

A) Contacts
B) Assets and Liabilities
C) Financial Accounts
D) Life Events
E) Claims

Solutions: