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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?

A) FSC Basic permission set license
B) FSC Extension permission set license
C) FSC Foundations permission set license
D) FSC Standard permission set license

2. A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

A) Topics
B) Interest Tags
C) Engagement Topics
D) Alerts

3. What are two language-related limitations of Financial Services Cloud?

A) Predefined reciprocal roles are available only in English.
B) Referral record type labels are supported only in English.
C) Custom component labels are supported only in English.
D) Flows are available only in English.

4. Which 3 options does the Financial Services Cloud application offer to view and update Account-Account.
Account-Contact, and Contact-Contact Relationships?

A) Relationship Map
B) Actionable Relationship Center
C) Group Members Component
D) Life Events Component
E) Family Members Component

5. The investor relations director of a large insurance company just published a press release after the company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?

A) Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans
B) Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from D the FSC HomeT\e
C) Achieved higher CSAT & NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and improved self-service solutions via Einstein Bots for FSC
D) Streamlined the entire deal lifecycle with FSC. leveraging relationship maps and interaction history in business development/discovery D to accelerate pipe management and research
E) Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale

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