Free Salesforce Financial-Services-Cloud Practice Test & Real Exam Questions
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?
Which three capabilities should a consultant recommend?
Correct Answer: A,B,C
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Cumulus Bank has branches in multiple countries that are required to report in local currency, while the corporate headquarters office wishes to see reports in a single currency (the corporate currency).
Which solution should a consultant recommend to meet these requirements?
Which solution should a consultant recommend to meet these requirements?
Correct Answer: D
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An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?
Correct Answer: A,B,D
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Which three processes are part of Claims Management?
Correct Answer: B,C,D
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Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices?
Which method should the consultant use, according to best practices?
Correct Answer: A
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A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?
What should the consultant consider when introducing the FSC features?
Correct Answer: A
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Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans. Which 3 process improvements can be delivered using Action Plans?
Correct Answer: B,C,D
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How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?
Correct Answer: A
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The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?
Correct Answer: B
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Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?
Correct Answer: C
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The system administrator team at a retail consumer bank justreceived data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC datamigration?
In what order should the Salesforce objects be uploaded during an FSC datamigration?
Correct Answer: A
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Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?
Correct Answer: A,B,E
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Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different informationdepending on the responses. Which Salesforce feature should be used for this digital onboarding process?
Correct Answer: A
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Which three permission sets grant access or extend permissionsfor record alerts in Financial Services Cloud (FSC)?
Correct Answer: B,D,E
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