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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage clientaccounts?

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

2. What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

A) In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
B) Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
C) In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
D) Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

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

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

4. Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A) RBL rules do not require a lot of processing power.
B) Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
C) The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
D) Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
E) An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

5. 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) ReferralGroup Process Builder
C) Group Member Referrals
D) Referrals Rollups

Solutions: