Financial Services Cloud Accredited Professional

Time Remaining: 00:23:09 @fE5

1 of 50.
A financial services company needs to alert advisors about changes in client records that require action.

What should the administrator consider when configuring Record Alerts?

A, oO When the admin creates a value for the Severity fleld, the warning Icon Is associated with the fleld automatically, and advisors cannot change the icon.

B. te} With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.

GC oO When the administrator adds a new Record Alert Category, the severity value In the alert category Is the default value on the record alerts advisors create and cannot be changed.

D, (@) Record alert categories are not required when creating a record alert, but they help keep alerts erganized,

Oo Mark this Item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:23:05

2 of 50.
Which three permission sets grant access or extend permissions for record alerts in Financial Services Cloud (FSC)?

Choose 3 answers
AL O Fse Basic permission set

FSC Standard permission set

C. @ FSC Foundations permission set

D.() Omnistudio Admin permission set

=a OmniStudio User permission set

oO Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:23:00 @>

3 of 50.
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

© Reference the FlexCard in the Display properties of the custom ARC relationship graph.

B, oO Reference the Lightning web component in the Display properties of the custom ARC relationship graph.

C.©) Select Use FlexCard from the node Display tab to show the node In a FlexCar

D.C) Select OmniScript from the node Actions tab to show the node in an OmniScript,

(CO Mark this item for later review,

sunt eon}
 Financial Services Cloud Accredited Professional

Time Remaining: 00:22:55

4 of 50.
A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and
generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information
with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.

What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A, Oo Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.

B. () Use the Financial Deal object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

c© Use the Financia! Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.

D. ‘} Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

(CD Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:22:49

5 of 50,
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured,

Which three actions regarding functionality and features. should a consultant suggest exploring te help guide Cumulus Insurance users through these processes?

Choose 3 answers
A (@i Build custom Lightning pages that correspond to each stage of the business process.

a(~)] Configure Dynamic Actions for Lightning pages.

c. Use flows to remove the need for complex Lightning pages.

D.(7) Configure Dynamic Lightning pages.

E. oO Enable In-App Guidance to provide walk-throughs.

(CD Mark this item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:22:42 G7

6 of 50.
A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition
(UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data
migration, the administrator has been exporting backup files of the current org for a month.

What should the administrator do as part of the preparation for the data migration process?

A i@) As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org,

B.C) After running the backup data export manually for 2 weeks, the administrator can schedule this job ta run weekly every Sunday to review the file on Mondays at the start of the
week for data comparisons/analysis.

G ie) The administrator can ask the business manager on the investment bank team to review the file directly.

°»©) To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.

7) Mark this itern for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:22:36 @>

7 of 50.
Cumulus Cloud Bank must provide its customer service staff with real-time access to customer accounts, including the ability to view current
transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.

Which option is most suitable?

A, & Use the Data Consumption Framework to connect to the bank's middleware,

B, Embed custom Lightning web components on the Account and Financial Account peges, and use custom Apex to make callouts to the core system services,

Len oO Use Salesforce Connect with External Objectsto expose tables from the bank's core systems, and use custom Lightning web components to surface them in the Salesforce
Lightning UI,
D.C) Use Salesforce Connect with External Objectsto expose tables fram the bank's core systems, and use the standard user interface (UI) components to surface the records in
Salesforce Lightning UI.

oO Mark this item for later review.

 Financial Services Cloud Accredited Professional

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8 of 50.
An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data
while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming
task.

Which action should a Financial Services Cloud consultant take to resolve the issue?

A @) Create an Action Plan Template for capturing beneficiary data and payment information.
aC) Utilize Insurance Flow Templates,
C.(C) Install an Insurance Data AppExchange package.
D, ie) Provide a better user Interface by building Lightning web components for beneficiary data and payment information.

0 Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:22:28 @r>

9 of SO.
The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure advanced data-sharing rules so that they can Improve compliance with regulations and
company policies.

Which three things should be considered when Implementing CDS In Financial Services Cloud (FSC)?

Choose 3 answers:
CDS can only be applied to FSC objects and Account and Opportunity objects.

B. i) To disable CDS for an object, any Participant Roles associated with that object must be deleted first.

C.(() Users above the record owner iin the Role Hierarchy and non-record owners with Edit access granted through CDS have the same abllity/access as record owners.

0@ CDS in FSC allows record owners to grant access to their records to other FSC users.

E, To gat the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access modal,
 Financial Services Cloud Accredited Professional

Time Remaining: 00:22:20 @F5

10 of 50,
During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support Compliant Data Sharing (CDS).

What are three things the consultant should consider regarding CDS?

Choose 3 answers
A O In @ standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can’t be turned off.

a(~)] Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.

C.([) Activities related to an Opportunity provide Independent sharing, so call detalls for an Opportunity record will not automatically be shared up the hierarchy.

DB. Role Hierarchy-based sharing is disabled by default in CDS.

E. oO Participant Reles provide another way to grant data access without overwriting sharing behavior from existing sharing features.

(CD Mark this item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:22:15

11 of 50.
How should developers configure customized nodes for display in ARC?

5© Reference the FlexCard in the Display properties of the custom ARC relationship graph

B, oO Select Use LWC from the node Display tab to show the node in a Lightning Web Component

€. ©) Select Use FlexCard from the node Olspiay tab to shaw the node In a FlexCard

D.(C) Reference the Lightning Web Component in the Display properties of the custom ARC relationship graph

(CD Mark this Item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:22:09

12 of 50.
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that
they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit
products in Salesforce to protect the personal financial information of bank employees.

How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

© Create @ Financial Account sharing rule based on criteria,

B.C) Create a Financial Account sharing rule based on record owner.

€.©) Create Account sharing rules based on criteria.

D. © Create an Account sharing rule based on record owner.

(CD Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:22:02 @>

13 of 50.
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers’
lives,

What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from
accidentally creating more than one event of such an event type?

@ Unique event types

B.C) Once-in-a-Lifetime event types

Lory (cB) Special event types

D. oO Single event types

(CD Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:21:58 @7>

14 of 50.
A system administrator at a financial services company wants to build a report to show Interest Tags.

Which two things should the administrator consider when configuring the report?

Choose 2 answers:
The user must bulld 4 report using the Topics object to view Interast Tags in the report.

B. oO To show Interest Tags applied to specific objects, the user can add a filter in the report and select the ebject name.

C.(() When the user defines the custom report type, Topics should be selected as the Primary Object.

DB. When the user defines the custom report type, Tag Categories should be selected as the Primary Object.

oO Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:21:51 @)

15 of 50.
What are the three building blocks of Flow Orchestration?

Choose 3 answers
Processes

B. O Stages

= Go Work Items

DB, Steps

E,() Blocks

oO Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:21:47 @ir>

16 of 50,
A financial services company wants to plan ahead for designing the Financial Services Cloud {FSC) implementation.

Which three activities should the implementation team prioritize during planning?

Choose 3 answers.
Review the out-of-the-box capabilities and compare them to the company's current needs.

B. Prepare for integrations with transactional systems, external data sources, custedians, and any other platforms that the company's business relies on,

C.([) Design the modifications to fields, pleklists, layouts, and other required features to support business processes.

D.@ Seyond the preconfigured settings, evaluate whether they need advanced customizations,

E, O Enable and configure person accounts In FSC, and. assign users with permission set licenses.

(CD Mark this item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:21:41

17 of 50.
4 retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients' documentation is often
submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.

Which solution should a consultant suggest the client explore?

AY oO An APEX solution to leverage the SendMail capabilities of Salesforce

»© The Send Documents flow for Retail Banking

C. '@) Process Builder to create automated document requests for missing items

D.© A Marketing Cloud integration to manage client communications

O Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:21:35 (ir >

18 of 50.
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?

Choose 3 answers
4@ Industry Integration Solutions with the MuleSoft Anypoint Platform
B. OmniStudio Integration Procedures
Cs (~] OmniStudio DataRaptors

B, O Data Processing Engine

E. O Data Consumption Framework

(CD Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:21:30 @>

19 of 50.
Which three record type options should an advisor configure for a Lead object configuration?

Choose 3 answers
Retirement Planning

i Referral

Cc. Go General

BO) Adjustments

E; O Opportunity

0 Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:21:27

20 of 50.
Culumus Insurance has a franchise business model with a large number of franchisees who operate independently but report to regional
managers who are Cumulus employees. The company would like the franchise owners and their employees to have access to the Culumus
Salesforce Financial Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to implement this.

What should the architect at Cumulus Insurance be aware of for this solution?

A @) Franchise users will need to switch their browsers to e platform that supports Lightning Web Components.

86) The administrator can define up to 300 total sharing rules for each object.

Lon [@) Salesforce FSC only allows 1,024 public groups.

D. Oo Franchise users can have multiple roles in the hierarchy.

(CD Mark this item for later review.

21 of 50.
An advisor is setting up a Household in Financial Services Cloud for their new clients, Oliver and Macie Doggington, The advisor created a Person
Account record for both Oliver and Macie, and a Household record for the Doggington household. While creating the Household group, the
advisor attempted to input the below information but received an error.

Member Name: Oliver Doggington

Role in Group: Client
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Roll Up: All

Member Name: Macie Doggington

Role in Group: Spouse
Primary Member: Enabled
Primary Group: Enabled
Activities and Objects to Rall Up: All

Based on the information provided, what caused the error that the advisor received?

A. ©) Primary Group - two Individuals cannet designate the same Household as thelr Primary Group.
B. ‘@) Spouse Is not a valid Role within a Group,
c©® Primary Member - two individuals cannot be designated as the Primary Member of the same Household.
D.C) Activities and Objects to Roll Up - two individuals cannot designate their activities to roll up to the same Household.
 Test Aids~ Support Exit Exam

Financial Services Cloud Accredited Professional

Time Remaining: 00:20:43 @®

22 of 50.
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?

Choose 3 answers
nteraction Summary Participant

B. Participant Role

C.(() Interaction Participant

.@ Financial Dea! Participant

E. OD Opportunity Participant
 Financial Services Cloud Accredited Professional

Time Remaining: 00:20:34

23 of 50.
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, and Contract 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 and renew policies

How should the consultant design the FlexCards to meet these requirements?

© Parent FlexCard with multiple Child Flex Cards and Card Actions
B. ie) Parent FlexCard with multiple Children and different Card States

C Oo Parent FlexCard with single Child and multiple Card States

D.C) Parent FlexCard with single Child and Card Actions

 Test Aids~ Support Exit Exam

Financial Services Cloud Accredited Professional

Time Remaining: 00:20:29

24 of 50.
Salesforce provides a robust set of automation features to help save time and resources . For example, a system administrator can use Flow
Builder to automate most of an organization's repetitive business processes.

Which use case is a suitable fit for Flow Builder?

© Collect Input from Internal users with a form placed on a Lightning page or launched by a button,

B, () Suggest offers and actions to users that are tallored ta meet an organization's unique business criteria.

Ci ie) Coordinate multiple flaws and assign them to multiple teams or individuals.

dD, a] Perform an operation for more records than schedule-triggered flows allow,

oO Mark this item for later review,

 Test Aids~ Support Exit Exam

Financial Services Cloud Accredited Professional

Time Remaining: 00:20:20 @r>

25 of 50.
A financial services company needs to add new values for how a customer can be related to a financial account.

Which object/field should the administrator add new values on?

AY oO Object: Financial Account;

Field: Primary Owner

B. oO Object: Financial Account;

Field: Joint Owner

€. ©) Object: Account-Account Relationship;

Fleld: Related Role

Object: Financial Account Role;

Field: Role

FV Mack thie thas fae Inte pein

 Test Aids Support Exit Exam

Financial Services Cloud Accredited Professional

Time Remaining: 00:20:13 GE

26 of 50.
A major Japanese bank is expanding geographically and opening additional branches in Asia, As such, they hired a regional consulting firm to implement Financia! Services Cloud (FSC) locally,

What are the two expectations from implementing multi language features In FSC?

Choose 2 answers
n Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so
in Chinese,
B. Bankers in Japan have been accessing FSC im Japanese, but the new bankers in China will be accessing FSC in Chinese,
Gy O Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
DB, (Sy In Takyo branches, the names of the Account, Prospect and Contact are in Japanese, but the package Advisor, Personal Banker, Relationship Manager, and Client
Associate profiles are in English,

(D Mark this item for later review.

 Test Aids ~ Support Exit Exam

Financial Services Cloud Accredited Professional

Time Remaining: 00:20:09 @->

27 of 50,
A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts,

Which three things should a consultant do to prepare for the conversion?

Choose 3 answers
Test out the conversion in a sandbox, including all integrations and customizations.
B. Ga Ensure all Individual account records to be converted are only linked to exactly one contact record.

c. Ensure each Individual account to be converted Is not a parent account of any other account records,

BD. O Update all opportunities linked to individual account records to be owned by the Individual account record's owner,

F OQ Ensure each account.phone field in the individual account record is blank.

(D Mark this item for later review.

 Test Aids Support Exit Exam

Financial Services Cloud Accredited Professional

Time Remaining: 00:20:04 (55

28 of 50,
The system administrator of a U.S. global investment bank was trying te enable Multi-currency functionality for their new Sales and Trading business unit in Paris, France.

What are two reasons the French UAT tester could not see GBP currency values on any list views?

Choose 2 answers
GBP is not an active currency ISO code on this new Salesforce org.

B. The system administrator has CAD as the default user currency,

C.(_) The administrator needed to set the Currency field on Advanced Currency Management.

D. (7) The administrator did not include the Currency ISO Code on Page Layouts.

oO Mark this item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:19:54

29 of 50.
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?

AO Alerts
56) Interest Tags
€.©) Engagement Topics
Le) Topics:

(CD Mark this itern for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:19:47

30 of 50.
While working for an insurance client Implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to
ensure the correct profilas and permissions were set up fer this connection.

Which two steps should the consultant take?

Choose 2 answers
A O Update the System Administrator profile te include the API Only User.

B.(() Assign the integration user to the System Administrator profile.

Create a dedicated Integration User.

.@ Create @ new custom profila and ensure API Only is selected.

oO Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:19:39

31 of 50.
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding
applications to accurately track the pipeline?

Choose 3 answers

B. @ Financial Account
C.@ Opportunity
DB. O Assets and Liabilities
E.() Case

O Mark this Item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:19:34

32 of 50.
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document
checklist and performing internal tasks in a predefined order. However, during an internal audit, it was found that bankers often miss these tasks
and still move to the next stage of the onboarding process.

What should a consultant recommend?

A.C) Utilize Chatter notifications for reminders,

©) Utilize Action Plan and Action Plan Template,
C. ©) Utilize Financial Services Cloud Flow Templates to flag missing items.
D.() Create an after-save trigger to generate reminder tasks,

(CD Merk this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:19:28

33 of 50.
During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:

1, Brokers are treated individually, even if they are associated with the same company.
2, Brokers:should never have access to other brokers’ data,
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.

Which two considerations should the consultant consider regarding the data model?

Choose 2 answers
The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.

B. O The Broker Assistant should be modeled as a Contact. Then, use Contact to Contact association if they need work for multiple Brokers.

c. O Brokers should be modeled as Contact and the Broker company should be modeled as Account, even If they're a legal entity Individually,

D. @) Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity In Salesforce. Then, use a Group Account to model their company.
De eet |

34 of 50.
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional Services to transform its operations with Financial
Services Cloud (FSC). The Addams family are wealth management clients with the following relationships:

« The wife and her husband are part of the Addams Household.
« The wife is the primary member, and together the couple run the Addams Charitable Trust.
« The wife is also part of the Symonds Household with her father as the primary member.

Which tool should the Salesforce FSC consultant recommend so a wealth manager could make sense of this complex data to provide impeccable
service to the Addams family and discover new business opportunities?

16 Actionable Relationship Center (ARC), an advanced visualization engine

B.C) Financial Services Cloud Einstein

c. oO Data Filtering and Sorting In Tableau Desktop

Dd, & Data Visualization with Marketing Cloud Intelligence

(© Mark this tem for later review.

 Financial Services Claud Accredited Professional

Time Remaining: 00:19:04 (2)

35 of 50.
A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the
new contact information using an OmniSeript and then needs to generate a prefilled PDF with the new address that can be shared with the customer

Which two GmniStudlo tools shauld a consultant recommend to generate the prefilled PDF?

Choose 2 answers

B. (() Integration Procedure

C.D) Calculation Procedure

.@ OmniStudio Action

E. 0 Document Generation
 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:59

36 of 50.
A consultant is configuring a demo for a customer but cannot create new residential loan application records.

What is prohibiting the consultant from creating a new residential loan application?

A. ©) The administrator did not enable “Allow Mortgage Access” in Setup.

56) The administrator did net assign the Mortgage permission set to the user.
C. (D) The Residential Loan Application flow was not enabled jn the setup,
DB. Oo The user does not have "Mortgage User” checked in their user record.

(CD Mark this itern for later review,

Fe suck De noxt> Prevenal

 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:53

37 of 50.
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:

* The user has to enter contact and address information,

* The user has to enter the driver's age and the car model and year.
* The process should calculate an Insurance quote based on the data the customer provided and save the offer to the client's record.

Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

Choose 3 answers

5. Business Rules Engine

G CJ FlexCards

D, @ Integration Procedures

E. (1) APEX Code

 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:41

37 of 50.
An insurance company wants to create a car insurance quote process for its website. The process should include the following functionality:

* The user has to enter contact and address information,

* The user has to enter the driver's age and the car model and year.
* The process should calculate an Insurance quote based on the data the customer provided and save the offer to the client's record.

Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?

Choose 3 answers

5. Business Rules Engine

G CJ FlexCards

D, @ Integration Procedures

E. (1) APEX Code

 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:34 (ir

38 of 50.
Which three insurance processes are managed by the Policy Administration component?

Choose 3 answers
4@ Endorsements
5. Approvals
G LJ Underwriting
0.@ Payments
E.() Commissiens

CF Mark this Item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:31

39 of 50.
A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted.

Which action should the consultant take in Financial Services Cloud to address the institutian's concern?

A. ©) Enable and implement the appropriate Regulation checkbox on the client record to track their request.

®6) Implement Consent Management for Financial Services Cloud.

C: oO Hid@ the client's contact information and add an approval process for allowing a user to access it to contact the client.

D, oO Integrate the Consent object with thelr Consent Platform to track It In Salesforce.

CD Mark this item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:27

40 of 50.
A bank needs heip with many of its processes taking ten lang to complete. Many of its challenges are due to issues with handoffs between teams, The challenges also include users transferring
control ta the wrong person or team or forgetting to transfer it at all.

Which two Financlal Services Cloud capabilities should help address these challenges?

Choose 2 answers
A. O Financial Accounts

C.(_) Rell-up Summaries

Bo. Action Plans

oO Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:24

41 of 50.
which three related lists are visible within Actionable Relationship Center associated with the Account object?

Choose 3 answers
@ Client Financial Goais

B. 0 Notes and Attachments

Cc. Household Financial Accounts

B, Cases

E. (_) Financial Holdings

(CD Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:20

42 of 50.
An insurance company needs to ensure the record rollups aggregate information from related records for several objects in Financial Services
Cloud at a client or group level.

What should the administrator configure to meet the requirement?

A.C) Cllent-level records are aggregated by setting up cllent-level rollups to all primary group members.

B. () Te.show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on
Account Contact Relationship.

c. Oo To show all Primary Group member cases on a related list at the group level, the administrator should add Cases asa picklist value to the Rollup__c fleld on Account Contact
Relationship.

>6) When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group In the Rollup__c lookup flel

Oo Mark this Item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:12

43 of 50.
Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated
share table entries is set to Private?

Choose 2 answers
A 0 All opportunity participant records are delete

The share table records are deleted,

c O Share table records need to be manually deleted.

DB, The opportunity participant records are not deleted,

C Mark this item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:06

44 of 50.
What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when
setting up Salesforce Financial Services Cloud (FSC)?

A, oS Importing the customer's existing data Into Salesforce FSC without any modifications

B. oO Implementing @ generic, one-size-fits-all solution for all customers

C oO Creating a new Salesforce instance from scratch for the customer

»©) Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities

oO Mark this item for later review,

Submit Exam
 Financial Services Cloud Accredited Professional

Time Remaining: 00:18:01

45 of 50.
When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates?

A.©) Org 1D
B.C) User iD
c©® External ID
BO Data Load ID

(C Mark this Item for later review,

Review All § Submit Exam

 Financial Services Cloud Accredited Professional

Time Remaining: 00:17:58 @ir>

46 of 50.
Which three processes are part of Claims Management?

Cheose 3 answers
AL O Underwriting

ute Adjudication
G (em Quoting
ug Payment
E. @ Reserve Management

CD Mark this item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:17:52

47 of 50.
Cumulus Bank is migrating its CRM software fram a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce
Professional Services to configuire/deploy the new Salesforce FSC org and migrate data.

Which order should a consultant follaw when performing the data migrations?

AL Q Financial Accounts, then Financial Account Transactions, then Financial Account Roles, then Individuals

B.C) Individuals, then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
fen Oo Financial Accounts, then Financial Account Roles, then Individuals, then Financial Account Transactions

»©) Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions

oO Mark this item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:17:52

47 of 50.
Cumulus Bank is migrating its CRM software fram a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce
Professional Services to configuire/deploy the new Salesforce FSC org and migrate data.

Which order should a consultant follaw when performing the data migrations?

AL Q Financial Accounts, then Financial Account Transactions, then Financial Account Roles, then Individuals

B.C) Individuals, then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
fen Oo Financial Accounts, then Financial Account Roles, then Individuals, then Financial Account Transactions

»©) Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions

oO Mark this item for later review,

 Financial Services Cloud Accredited Professional

Time Remaining: 00:17:44 €7)

47 of 50.
Cumulus Bank is migrating its CRM software fram a legacy application to Salesforce Financial Services Cloud (FSC). The bank hired Salesforce
Professional Services to configuire/deploy the new Salesforce FSC org and migrate data.

Which order should a consultant follaw when performing the data migrations?

AL Q Financial Accounts, then Financial Account Transactions, then Financial Account Roles, then Individuals

B.C) Individuals, then Financial Account Roles, then Financial Accounts, then Financial Account Transactions
fen Oo Financial Accounts, then Financial Account Roles, then Individuals, then Financial Account Transactions

»©) Individuals, then Financial Accounts, then Financial Account Roles, then Financial Account Transactions

oO Mark this item for later review,

re) Primary
Primary
Group Household - Addams Household
Member - Rachel Addams
Spouse - Nigel Addams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Nell Symonds
Beneficiary - Rachel Addams
Related Accounts - [van M. Kohl
Related Contacts - Addams Charitable Trust

«© Primary Group Household - Addams Household

Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Nell Symonds
Beneficlary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts = Ivan M. Kohl

Je) Primary Group Household - Symonds Household

Primary Member - Neil Symonds
Trustee - Addams Charitable Trust
Household - Addams Household
Primary Member - Nigel Addams
Spouse - Rachel Addams
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
48 of 50.
Rachel Addams belongs to two households:

1) The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member
of that household. This household is also Rachel's primary group.

2) The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances. Rachel is considered the beneficiary
of this household.

In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.

What should be the relationships between the parties when the Financial Services Claud consultant sets up Rachel's person account?

A, oO Primary Group Household - Symonds Household

Primary Member - Neil Symonds
Trustee - Addams Charitable Trust
Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Addams
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
 Financial Services Cloud Accredited Professional

Time Remaining: 00:16:57

49 of 50.
A regional bank is implementing Financial Services Cloud (FSC). Today, relationship managers receive email reminders 2 days, 2 weeks, and 2
months after a new customer opens their first bank account to contact the customer for feedback. In addition, the bank wants the ability for
relationship managers to track and report on progress in FSC.

What should the administrator do when designing the future state business process using FSC features?

A oO When an account status is changed to “Customer”, send emalis to the Account Ownerto follow up in 2 days, 2 weeks, and 2 months,

B. Oo When a lead or referral is converted, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
c©@ When an account status is changed to "Customer", create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.
D. (©) When creating an account, create an action plan with tasks to follow up in 2 days, 2 weeks, and 2 months.

(CD Mark this item for later review.

 Financial Services Cloud Accredited Professional

Time Remaining: 00:16:51

50 of 50.
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?

A Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.
B.C) Set the default currency for head office and have the regions download thelr reports to Excel and convert them manually,
c. Oo Use a third party from AppExchange add-on to implement currency conversions.
D.C) Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.

oO Mark this item for later review.

Time Remaining: 00:16:32 @®

Your assessment responses are listed below. Asterisks(*} next to the item number indicate you have marked that item for review. Click on the Item number to
return to the desired item. When you are ready to submit your assessment, click the ‘Submit Exam! butten below to submit your responses and end the
assessment.

Assessment Summary
Number of Items Answered: 50
Number of Items Unanswered: o
Number of Items Marked for Review: o

Answers
1.8 2. CBE S.A 4.€
6.D 7.8 8.6
10. BED 11.A 12.A
14. DA 5. DAC 16. DBA
418. ABC io. CBA 20. B
22. ADB 23.4 24,4
26. BA 27. BAC 28. BA
30. CD 31. CAB 32.8
a4. 35. AD 36.B
38. DAB. 39,.B 40. BD
42.D 43. DB 44.D
46. BED 47.0 48. C
x |@/B
Financial Services Cloud Accredited Professional

Time Taken: 59 minutes of 75 minutes total

Result: Pass

1.1 Document the business needs, value, and vision of the customer, 100%
| 1.2 Understand current state architecture and leverage FSC capabilities, 33%

| 1.3 Identify business processes and outline system flows 100%

2.1 Identify relationships, objects, and record types using FSC data model, 100%

2.2 Create solution design using best practices and FSC Modules. 85%

| 2.3 Given the business requirement design the future state business processes. 66%

| 2.4 Determine security and data access considerations for business requirements, 50%

2.5 Configure appropriate features based on hierarchical structure/ location 0%

2.6 Align user stories to sprints based on priority, dependency, and size. 100%

| 2.7 Create a migration strategy ensuring data accuracy and integrity 50%
3.1 Perform Initial FSC setup based on final project design, 66%

3.2 Provision users, setup interfaces, and permissions based on design. OM

(33 Develop FSC sharing rules based on security requirements, | 753%

| 3.4 Configure required objects and flelds based on final design. 33%

3.5. Configure fields for integration mapping and setup integration users. 100%

| 3.6 Build reports and dashboards based on defined Success Criteria. 100% Activat
| 3.7 Leverage Salesforce Automation tools based on project design. 75% 3 e i

3.8 Configure ARC, Householding, and Rollups based on final design, 33%)
x |@/B ae ee Seppe See ees

Financial Services Cloud Accredited Pro! nal

Time Taken: 59 minutes of 75 minutes total

Result: Pass

| 1.1 Document the business needs, value, and vision of the customer, 100%

| 1.2 Understand current state architecture and average FSC capabilities. 33%

1.3 Identify business processes and outline system flows 100%

| 2.1 Identify relationships, objects, and record types using FSC data model, 100%

(22 Create solution design using best practices and FSC Modules. 85%

2.3 Given the business requirement design the future state business processes. 66%
24 Determine security and data access considerations for business requirements. 50%

2.5 Configure appropriate features based on hierarchical structure/ location O%

2,6 Align user stories to sprints based on priority, dependency, and size. 100%

| 2.7 Create a migration strategy ensuring data accuracy and integrity 50%
| 3.4 Perform initial FSC bpd on final project design. 65%
| 3.2 Provision users, setup interfaces, and permissions based on design, 0%
| 3.3 Develap FSC sharing rules based on security requirements. 75%

| 3.4 Configure required objects and fields based on final design. 33%

3.5 Confiaure fields for integration mapping and setup integration users. 100%

| 3.6 Build reports and dashboards based on defined Success Criteria. 100%

3.7 Leverage Salesforce Automation tools based on project design. 75% 3

| 3.8 Configure ARC, Househoiding, and Rollups based on final design. 33%
| 3.9 Configure lead object, build queues, and create assignments based on design. 100%