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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

A) Accounts & Groups
B) Accounts & Members
C) Accounts & Peers
D) Accounts & Businesses

2. A wealthy client owns aboutique shoe store called Smith's Shoes. Their financial advisor would like to add this relationship to the Financial Services Cloud (FSC) to track the complete picture of relationships related to the wealthy client's household.
Which three options should the Financial Services Cloud consultant use when mapping this relationship in FSC?

A) Account object - Businessrecord type
B) Account Account Relationship object
C) Contact object
D) Account Contact Relationship object
E) Account object - Household record type

3. Which three processes are part of Claims Management?

A) Auto Adjudication
B) Quoting
C) Underwriting
D) Payment
E) Reserve Management

4. A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, andContract data. The agent wants the following information displayed:
* Account information including account name, phone, and website
* Active opportunities related to the Account
* Active insurance policies related to the Account
* The ability to view andrenew policies
How should the consultant design the FlexCards to meet these requirements?

A) Parent FlexCard with multiple Cnrrarenand different Card States
B) Parent FlexCard with single Child and multiple Card States
C) Parent FlexCard with single Child and Card Actions
D) Parent FlexCard with multiple Q**jld Flex Cards and Card Actions

5. 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.

Solutions: