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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which 3 out of the box capabilities come with Financial Services Cloud Lead & Referral Management?

A) Referral Conversion
B) Referral Automated Approvals
C) Assigning a Referral
D) Accepting a Referral
E) Round Robin Referral Routing

2. What step is required to give users access to the FinancialServices Cloud Commercial Banking features?

A) Update Industries Settings to give users access to the Commercial Banking Console Lightning app.
B) Update theuser profiles to give users access to Financial Services Cloud objects
C) Install the Commercial Banking Managed Package
D) Assign permission sets to give users access to the Commercial Banking Console Lightning app.

3. An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers' licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?

A) Identity Document
B) Received Document
C) Document Checklist Item
D) Identification Document

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

5. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

A) Skip Non-Work Days for Action Plans
B) Sync with Company Calendar
C) Skip Non-Work Days for Deadlines
D) Skip Non-Work Days For Tasks

Solutions: