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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

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

2. Which of the following objects do support Group-Level Rollups?

A) Opportunities
B) Tasks
C) Action Plans
D) Alerts
E) Financial Accounts

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

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

4. Which three insurance processes are managed by the Policy Administration component?

A) Commissions
B) Endorsements
C) Approvals
D) Underwriting
E) Payments

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

Solutions: