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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which three processes are part of Claims Management?

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

2. Cumulus Bank is migrating its CRM software from a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce Professional Services to configure/deploy the new Salesforce FSC org and migrate data.
Which order should a consultant follow when performing the data migrations?

A) Financial Accounts, then Financial Account Transactions, thenVinancial Account Roles, then Individuals
B) Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions
C) Individuals,then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
D) Financial Accounts, then Financial Account Roles, thenIndividuals, then Financial Account Transactions

3. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?

A) Einstein Analytics for Financial Services
B) The managed extension package for intelligent Need-Based Referrals and Scoring
C) Salesforce CRM Dashboards
D) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring

4. A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A) Specific User
B) Queues
C) Account Team
D) Action Plan Creator
E) Role

5. 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?

A) Data Raptor Extract
B) Integration Procedure
C) Streaming API
D) APEX classes

Solutions: