Salesforce Financial-Services-Cloud Question Answers

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Question # 1

Cumulus Cloud Bank is asking the consultant to explain some tools available to integrateSalesforce into several of its back-end/core systems. Which three capabilities should a consultant recommend? 
 

A. Industry Integration Solutions with the MuleSoft Anypoint Platform
B. Data Processing Engine
C. OmniStudio Integration Procedures
D. Data Consumption Framework
E. OmniStudio DataRaptors

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Question # 2

Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data. Which order should a consultant follow when performing the data migrations? 
 

A. Individuals, then Financial Account Roles, then Financial Accounts, then FinancialAccount Transactions
B. Individuals, then Financial Accounts, then Financial Account Roles, then FinancialAccount Transactions
C. Financial Accounts, then Financial Account Roles, then Individuals, then FinancialAccount Transactions
D. Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles,then Individuals

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Question # 3

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three) 
 

A. Log a case with Salesforce to perform the conversion from Person Accounts to theindividual model.
B. Assign the Person Account record type to the user profiles.
C. Disable the Person Account custom setting.
D. Remove Person Accountrecord types from the Individual Record Type Mapper.
E. Assign the Individual record type to the user profiles.

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Question # 4

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

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

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Question # 5

A financial services company would like its users to be able to relate two business accounts. Whatshouldthe administrator configure to meet the requirement? 
 

A. Create a new Contact Reciprocal Role for the required value.
B. Update the Role picklist on the Account-Account Relationship object with new value.
C. Create a new Account Reciprocal Role for the required value.
D. Update the Role picklist on the Account-(?ontact Relationship object with new value.

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Question # 6

Cumulus Insurance has created a Delegated Administrator groupfor its franchise users to reduce the workload on head office support staff. Which three functions should be added to the Delegated Administrator group? 
 

A. Unlock users.
B. Modify permission sets.
C. Set organization-wide sharing defaults on custom objects.
D. Assign or remove permission sets for users in their delegated groups.
E. Create and manage membership of specified public groups.

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Question # 7

Lake Tahoe Bank is implementing Financial 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. Custom Settings
C. Lightning Page Editor
D. Profiles

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Question # 8

Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true? 
 

A. When you work with Action Plans, you first create Action Plan Templates
B. Action Plans require a monthly license fee per user
C. Action Plans can be used to schedule appointments with the Bankers
D. Action Plans make it easy to create reports and dashboards, so you can monitorprogress and ensure compliance
E. Action Plans can be used to automatically assign task owners and deadlines for specificclient engagements

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Question # 9

Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)? 
 

A. To enable users to see the ARC, you will need to add thecomponent for ARC to thepage layout.
B. ARC displays up to 5 related lists that have a configured compact layout.
C. ARC is certified to work with Person Accounts and Individual Accounts.
D. The Salesforce Admin has to create a permission set for granting access to the ARC –FSC Lightning component.
E. The Association Type picklist controls the account-account relationship that display inthe ARC.

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Question # 10

During the delivery stage of a Financial Services Cloud (FSC) implementation, a consultant needs to think about how to utilize FSC-related objects. Which three things should the consultantconsider when adopting such objects? 
 

A. In a household, each household member is modeled as a Contact, and the household ismodeled as an Account.
B. In a household, each of the household members is modeled as a Person Account andthe household is modeledas an Account.
C. Role Hierarchy-based sharing can be disabled for the Financial Deal object but can't bedisabled for the Opportunity object.
D. Both the Financial Deal object and the Opportunity object support Compliant DataSharing.
E. Interaction Summary is an enhancement of the standard Activity object. FSCimplementations should use Interaction Summary as a replacement for the Activity object.

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Question # 11

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customerdata at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement? 
 

A. RBL calculations can not be disabled when importing data into your Salesforce org.
B. An RBL rule displays summary calculations of financialaccount information, such asaccount balances.
C. When you edit a financial account record or primary Group membership, the Rollup ByLookup (RBL) configuration updates the corresponding RBL summaries at the client andGroup levels.
D. Rollups for multiple joint owners are not supported
E. Rollup By Lookup (RBL) displays associated records for Financial Accounts. FinancialGoals, and Opportunities.

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Question # 12

Which three types of Account-Account relationships are displayed in the Actionable Relationship Center? 
 

A. Accounts & Businesses
B. Accounts & Members
C. Accounts & Peers
D. Accounts & Groups

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Question # 13

To access all Financial Services Cloud (FSC) functionalitiesavailable out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages. Which two functionalities are included in the FSC Unmanaged Extension Packages? 
 

A. Custom objects to track Financial Accounts and Household
B. The Commercial Banking dashboard
C. Field sets that configure how fields display in the client and household profiles
D. Predefined list views of clients and households

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Question # 14

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. Interaction Summary Participant
B. Financial Deal Participant
C. Participant Role
D. Interaction Participant
E. Opportunity Participant

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Question # 15

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 vision. 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 needsand 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.

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Question # 16

Which three related lists are visible within Actionable Relationship Center associated with the Account object? 
 

A. Cases
B. Notes and Attachments
C. Client Financial Goals
D. Financial Holdings
E. Household Financial Accounts

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Question # 17

A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer. Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF? 
 

A. OmniStudio Action Document Generation
B. Calculation Procedure
C. DataRaptor
D. Integration Procedure

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Question # 18

Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?
 

A. The Referral Score updated when a referral is convened to an Opportunity or closed.
B. The Referral Score updated when a lead is created using the referral record type.
C. The Referral Score updated when a referral is assigned from the queue to a user.
D. The Referral Score updated when an opportunity associated with the Referral is ClosedWon

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Question # 19

When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates? 
 

A. User ID
B. Data Load ID
C. External ID
D. Org ID

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Question # 20

An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidential information that the deal teammembers must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team. Which three FSC features should be part of the solution design? 
 

A. Financial Deal Management
B. Sharing Rules
C. Complianthata Sharing
D. Profiles
E. Interaction Summaries

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Question # 21

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

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Question # 22

Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline? 
 

A. Assets & Liabilities
B. Opportunity
C. Case
D. Account
E. Financial Account

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Question # 23

The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the bestway for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product? 
 

A. Request a 30-day Financial Services Cloud trial org
B. Request a Salesforce developer org.
C. Purchase one license of Financial Services Cloud and install it in a production org.
D. Spin up a Salesforce sandbox org.

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Question # 24

To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this? 
 

A. Register a subdomam using the My Domain wizard and then deploy it
B. Open a case with SalesforceSupport
C. Enable Communities
D. Go to Custom Settings and edit the Industries Settings

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Question # 25

Which 3 options does the Financial Services Cloud application offer to view and update Account-Account. Account-Contact, and Contact-Contact Relationships? 
 

A. Actionable Relationship Center
B. Family Members Component
C. Relationship Map
D. Group Members Component
E. Life Events Component

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Question # 26

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client or group level. What should the administrator configure to meet the requirement? 
 

A. Toshow all Primary Group member cases on a related list at the group level, theadministrator should add Cases as a picklist value to the Rollup__c field on AccountContact Relationship.
B. Client-level records are aggregated by setting up client-level rollups to all primary groupmembers.
C. When the administrator enables record rollups at the group level, all correspondingrecords are stamped with the Primary Group in the Rallup_c lookup field
D. To show all Primary Group member opportunities on a related list at the group level, theadministrator should add Opportunities as a picklist value to the Household__c field onAccount Contact Relationship.

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Question # 27

Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management? 
 

A. Referral Conversion
B. Assigning a Referral
C. Round Robin Referral Routing
D. Accepting a Referral
E. Referral Automated Approvals

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Question # 28

Cumulus Insurance's business processes are quite complex, and steps in the process may vary dependingon the information captured. Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes? 
 

A. Build custom Lightning pages that correspond to each stage of thebusiness process.
B. Configure Dynamic Actions for Lightning pages.
C. Enable In-App Guidance to provide walk-throughs.
D. Use flows to remove the neea for complex Lightning pages.
E. Configure Dynamic Lightning pages.

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Question # 29

Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options) 
 

A. Hank will be able to see the Action Plan tasks on the related list of the Account pagelayout.
B. Hank will be able to see the Action Plan Tasks assigned to him on the standardSalesforce task list.
C. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.
D. Hank will be able to see the Action Plan Tasks assigned to him on his calendar.

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Question # 30

Which two statements are true for aGroup in Financial Services Cloud? 
 

A. Financial Services Cloud includes a group record type for households
B. A group is a type of account record that people and businesses can be related tothrough the Financial Account relationship object
C. A group is atype of account record that people and businesses can be related to throughthe account contact relationship object.
D. Financial Services Cloud includes a group record type for businesses

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Question # 31

The Actionable Relationship Center (ARC) is using the Association Type picklist to control the account-account relationships. Which three of the following names are Association Type picklist field values? 
 

A. Member
B. Group
C. Trust
D. Family
E. Peer

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Question # 32

An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality: • The user has to enter contact and address information. • The user has to enter the driver's age and the car model and year. • Theprocess should calculate an insurance quote based on the data the customer provided and save the offer to the client's record. Which three OmniStudio tools should the consultant use to design a solution that meets these requirements? 
 

A. OmniScripts
B. Integration Procedures
C. FlexCards
D. APEX Code
E. Business Rules Engine

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Question # 33

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" inSetup.
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.

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Question # 34

How are identification documents, other assets, liabilities, goals, and revenue modeled, in an existing Financial Services Cloud org using the individual account model? 
 

A. An administrator is logged in to DataLoader with their own credentials to insert newBusiness Account records into their Salesforce environment. They forget to specify theAccount Owner field in the import file.
B. Assuming there are no other issues, what should happen when the administratoruploadsthe import file?The Attachment object is used to represent other assets, liabilities, and goals. In theindividual model, these attachments are related to the Account object.
C. Custom obiects are used to represent other assets, liabilities, and goals. In the individualmodel, these objects are related to the Account oJ Nj.
D. Document, Note, and Attachment objects are used to represent other assets, liabilities,and goals. In the individual model, these objects are related to the person account.

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Question # 35

A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud. What should the consultant create as a deliverable for the current state business process? 
 

A. Word document telling the story of the process from the user's perspective
B. An Excel spreadsheetwith steps of the process as rows, and systems and personas incolumns
C. An end-to-end visualjmap of the process using personas, systems, inputs, andoutcomes
D. A Powerpoint deck wftJscreenshots of the current systems and callouts to what ishappening oneach slide

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Question # 36

Our Personal Banker Hank Burton wants to encourage his customers to provide requireddocuments 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. Contact
B. Lead
C. Account
D. Residential Loan Application
E. Opportunity

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Question # 37

The system administrator team at a retail consumer bank just received data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org. In what order should the Salesforce objects be uploaded during an FSC data migration? 
 

A.1. Accounts and contacts2. Financialaccounts3. Account groups and households
B.1. Financial accounts2. Accounts and contacts3, Account groups
C.1. Accounts and contacts2. Households3. Financial accounts
D.1. Households2. Financial accounts3. Person accounts

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Question # 38

How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level? 
 

A. Add a custom Rollup By Lookup (RBL) rule.
B. Financial Goalscan not be summarized at the household level.
C. Create a formula field and add it to the Account page layout
D. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

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Question # 39

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

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

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Question # 40

Which three referral metrics aretracked with custom components included in Financial Services Cloud? 
 

A. Web to Lead Referrals
B. Expressed interests
C. My Top Referrers
D. My Approved Referrals
E. Referrals Assigned to me

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Question # 41

A retail bank is using Financial Services Cloud to support its operations.The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is. Which solution should a consultant suggestthe client explore? 
 

A. A Marketing Cloud integration to manage client communications
B. An APEX solution to leverage the SendMail capabilities of Salesforce
C. Process Builder to create automatl&Socument requests for missing items
D. The Send Documents flow for Retail Banking

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Question # 42

During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are: 1. Brokers are treated individually, even if they are associated with the same company. 2. Brokers should never have access to other brokers' data. 3. Brokers can nominate their assistants to access the broker portal. 4. An assistant can sometimes work for multiple brokers. Which two considerations should the consultant consider regarding the data model? 

A. The Broker Assistant should be modeled as a Contact. Then, leverage Contact toMultiple Account features if this assistant needs to work for multiple brokers.
B. Brokers should be modeled as Contact and the Broker company should be modeled asAccount, even if they're a legal entity '-' individually.
C. Brokers need to be modeled as Account and Contact individually, as each broker is alegal entity in Salesforce. Then, use a Group 1-1 Account to model their company.
D. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contactassociation if they need work for multiple D Brokers.

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Question # 43

Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9 

A. The bank wants to use this project as an opportunity toretire customization
B. The current implementation is using a product-centric view and the bank wants to moveto a customer-centric view.
C. Data migration is a big concern The current org has a large amount of data and theBank wants to minimize data migration efforts.
D. The bank has limited redesign opportunities for business capabilities.
E. Existing business capabilities and processes can be redesigned to deliver a higherbusiness impact

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Question # 44

Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement? 
 

A. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
B. The Salesforce Admin can hide the life Event or Business Milestone type, by removing itfrom the Event Type picklist.
C. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component onthe Lightning Page using the Properties pane.
D. TheSalesforce Admin can manage sensitive Life Events using Permission Sets.

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Question # 45

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activitiesshould the implementation team prioritize during planning? 
 

A. Prepare for integrations with transactional systems, external data sources, custodians,and any other platforms that the company's business relies on.
B. Beyond the preconfigured settings, evaluate whether they need advancedcustomizations.
C. Enable and configure person accounts in FSC, and assign users with permission setlicenses.
D. Review the out-of-the-box capabilities and compare them to the company's currentneeds.
E. Design the modifications to fields, picklists, layouts, and othKrequired features tosupport business processes.

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Question # 46

What does the Salesforce Admin have to install to provide users access to referral dashboards and reports? 
 

A. The managed extension package for intelligent Need-Based Referrals and Scoring
B. Einstein Analytics for Financial Services
C. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
D. Salesforce CRM Dashboards

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Question # 47

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

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Question # 48

What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group? 
 

A. Referral Scoring
B. Referrals Rollups
C. Group Member Referrals
D. ReferralGroup Process Builder

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Question # 49

Which of the following statements are correct when creating Financial Goals? 
 

A. Users can only create savings oriented goals.
B. Users require the Financial Goals permission set to works with Financial Goals
C. Users can associate a goal with a specific Financial Account.
D. Users can create goals for paying down debt

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Question # 50

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

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Salesforce Financial-Services-Cloud Frequently Asked Questions