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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

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

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

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

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

3. A System Administrator has received a note from one of theportfolio managers that the ActionableRelationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have accessto it and are able to use it to manage their customer's relationships. What is a possible cause for this?

A) The ARC Component has not been added to the page layout
B) The portfolio manager has not been given the permissions that enable users to view and manage ARC
C) The portfolio manager does not have access to the account records that he is trying to create for.
D) The portfolio manager does not have access tothe Lightning page that has the ARC component added

4. Which three insurance processes are managed by the Policy Administration component?

A) Endorsements
B) Underwriting
C) Approvals
D) Commissions
E) Payments

5. A financial services company needs a custom field for reporting when relating two-person accounts to each other. Which object should the Financial Services Cloud consultant configure the custom field on?

A) Account Contact Relationship
B) Account Account Relationship
C) Contact-Contact Relationship
D) Person Account

Solutions: