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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

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

2. A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion?

A) Ensure each account.phone field in the individual account record is blank.
B) Update all opportunities linked to individual account records to be owned by the individual account record's owner.
C) Test out the conversion in a sandbox, including all integrations and customizations.
D) Ensure each individual account to be converted is not a parent account of any other account records.
E) Ensure all individual account records to be converted are only linked to exactly one contact record.

3. Which three standard fields are available to track a customer's retirement gial progress?

A) Total Value
B) Target value
C) Contributions
D) Actual value
E) Target Date

4. A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.
What should the consultant consider from a customer onboarding perspective?

A) If the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.
B) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.
C) If the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.
D) If the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.

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

Solutions: