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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Permission setlicenses incrementally entitle users to access features that are not included in their user licenses.
Which three Permission Set Licenses give users access to Financial Services Cloud features?

A) Action Plans
B) Lightning Scheduler Resource
C) Financial Services Cloud Standard
D) FSC Insurance
E) Mortgage

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

3. Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A) Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
B) Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
C) Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
D) Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.

4. Which step is required to give a group of users access to a Financial Deal?

A) Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
B) Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
C) Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
D) Update Industries Settings to give users access to the Financial Dew object.

5. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A) Skip Non-Work Days for Action Plans
B) Sync with Company Calendar
C) Skip Non-Work Days for Deadlines
D) Skip Non-Work Days For Tasks

Solutions: