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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A) When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
B) Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
C) Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
D) The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.

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

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

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

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

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

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

5. Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A) Add the Business record type to the Group record type mapper
B) Capture the majority owner as parent account using Account hierarchy
C) LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner
D) Link multiple owners to the business entity as a Group
E) Enable Relationship Group Hierarchy in Custom Metadata

Solutions: