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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q38-Q43):

NEW QUESTION # 38
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

• A. Reciprocal Role
• B. Account-Account Relationship
• C. Contact-Contact Relationship and the Reciprocal Rote
• D. Account-Contact Relationship and the Reciprocal Role

Answer: D
NEW QUESTION # 39
Sales representatives at universal containers should not be able to create leads, delete their own accounts, or send mass emails How can an administrator meet these requirements?

• A. Modify a standard profile.
• B. Create a custom profile.
• C. Change the organization-wide default settings.
• D. Create a sharing rule.

Answer: B
NEW QUESTION # 40
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement FSC. Their Salesforce Admin is considering whether to use a new Salesforce org for the FSC users, or upgrade the existing org. Which considerations indicate that upgrading the existing Salesforce org is the better choice?

• A. The bank has limited redesign opportunities for business capabilities.
• B. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.
• C. The bank is currently using several ISV solutions and re-implementing them would be a big effort.
• D. The bank wants to use this project as an opportunity to retire customizations.
• E. Data migration is a big concern. The current org has a large amount of data and the bank wants to minimize data migration efforts.

Answer: A,C,E
NEW QUESTION # 41
Lake Tahoe Bank wants to onboard a client digitally and without asking the client for information that the bank already has on file. The process has multiple steps and can have branching (conditional) logic that asks for different information depending on the responses. Which Salesforce feature should be used for this digital onboarding process?

• A. Flows
• B. Financial Goals
• C. Actionable Relationship Center
• D. Aclion Plans

Answer: A
NEW QUESTION # 42
What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?

• A. Export
• B. Bucketing
• C. Matrix Report
• D. Joined Report
• E. Schedule

Answer: B
NEW QUESTION # 43
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