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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A) Role
B) Action Plan Creator
C) Queues
D) Specific User
E) Account Team

2. Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

A) When multicurrency is enabled in FSC. advanced currencymanagement is also available
B) For each user, the user currency must correspond to the default currency for the user's locale
C) The Salesforce Admin can enable or disable multiple currencies if needed
D) When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.

3. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A) The managed extension package for intelligent Need-Based Referrals and Scoring
B) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
C) Salesforce CRM Dashboards
D) Einstein Analytics for Financial Services

4. For which three objects are Rollup By Lookup (RBL) summaries are available?

A) Life Events
B) Claims
C) Contacts
D) Financial Accounts
E) Assets and Liabilities

5. A large insurance company hired a consulting firm to improve customer experiences for customers that want to complete standard processes online, such as getting an insurance quote or submitting a claim.
Which three standard Insurance Platform components can digitally enable these core insurance operations?

A) Policy Administration
B) Quote Creathqn Toolbox
C) Claims Management
D) MobileClaimSubmission
E) Quote, Rate, and Apply

Solutions: