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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Cumulus Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this. What should the architect at Cumulus Insurance be aware of for this solution?

A) Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
B) The administrator can define up to 300 total sharing rules for each object.
C) Franchise users canhave multiple roles in the hierarchy.
D) Salesforce FSC only allows 1,024 public groups.

2. What are the three building blocks of Flow Orchestration?

A) Stages
B) Processes
C) Work Items
D) Steps
E) Blocks

3. An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file.
Assumingthere are no other issues, what should happen when the administrator uploads the import file?

A) The import will succeed, and the Account Owner field will be left blank.
B) The import will fail, since all records in Salesforce must have an owner.
C) The import will succeed, and the administrator will be named as the default Account Owner.
D) The import will succeed, and the administrator will be prompted to select a user.

4. Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances.
Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?

A) Perform a data backup.
B) Enable person accounts in FS
C) Enable a person account in a sandbox.
D) Configure Person Account record types.

5. What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

A) In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
B) Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
C) In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
D) Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

Solutions: