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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

A) Notes and Attachments
B) Cases
C) Client Financial Goals
D) Financial Holdings
E) HouseholdFinancial Accounts

2. The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?

A) Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
B) Ensure the reported Household is the Primary Group for the member
C) Ensure the Primary Group flag in the Account record is checked.
D) Ensure that the member is the Primary Member in that Household
E) EnsureRollUpByLookup Configuration is Active

3. Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

A) Custom Domain
B) Discovery Framework
C) Einstein Relationship Insights
D) Lightning Experience for Financial Services Cloud

4. A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?

A) Salesforce is yet to roll out Chatter for the Action Plan object.
B) Feedtracking has to be enabled for the Action Plan object.
C) Admin users have to be assigned the Action Plans permission set.
D) Chatter has to be enabled for Action Plans via Chatter settings in setup.

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

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

Solutions: