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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q11-Q16):

NEW QUESTION # 11
Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

• A. Lightning Page Editor
• B. Object Settings
• C. Custom Settings
• D. Profiles

Answer: C
NEW QUESTION # 12
Which two statements are true about Group Membership in Financial Services Cloud?

• A. With Group Membership settings you can define if a Group is the member's primary Group.
• B. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
• C. Group Membership is modeled using the Account-Group Relationship object.
• D. Group Membership defines the role of the member within the Group.

Answer: A,D
NEW QUESTION # 13
What steps does the Salesforce Administrator have to take to create a new Business Milestone Type?

• A. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
• B. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
• C. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component
• D. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.

Answer: C
NEW QUESTION # 14
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

• A. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
• B. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
• C. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
• D. Create two Life Events, one for the birth of the child and one for the Education Savings Account.
• E. Create a Referral for the Banker for an Education Savings Account

Answer: C,D
NEW QUESTION # 15
Scott Adams calls his Personal Banker Hank Burton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Admin speed up and simplify Referral creation?

• A. Use the Case process and create Cases with Case Type 'Referrar'.
• B. Use
• C. Use Global Action lo create Referrals.
• D. Write a trigger to create Referrals from a 'Create Referral* button.

Answer: C
NEW QUESTION # 16
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