Salesforce Financial Services Cloud Exam Questions

Certification Exams

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Number Of Questions: 168

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Exam Details

Exam Name:

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam

Exam Code:

Financial-Services-Cloud

Total Questions in Exam:

168

Demo Questions

Q1. 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?

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

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

C. The user must build a report using the Topics object to view Interest Tags in the report.

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

Answer

Correct Answer: B, D

Q2. An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file. Assuming there are no other issues, what should happen when the administrator uploads the import file?

A.The import will succeed, and the Account Owner field will be left blank.

B. The import will succeed, and the administrator will be prompted to select a user.

C. The import will fail, since all records in Salesforce must have an owner.

D. The import will succeed, and the administrator will be named as the default Account Owner.

Answer

Correct Answer: D

Q3. 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 profiles and permissions were set up for this connection. Which two steps should the consultant take?

A.Update the System Administrator profile to include the API Only User.

B. Create a dedicated Integration User.

C. Assign the integration user to the System Administrator profile.

D. Create a new custom profile and ensure API Only is selected.

Answer

Correct Answer: B, D

Q4. 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.Utilize Insurance Flow Templates.

B. Create an Action Plan Template for capturing beneficiary data and payment information.

C. Provide a better user interface by building Lightning web components for beneficiary data and payment information.

D. Install an Insurance Data AppExchange package.

Answer

Correct Answer: A

Q5. Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

A.Institutional Banking flow

B. Mortgage flow

C. Insurance flow

D. Retail Banking flows

E. Commercial Banking flow

Answer

Correct Answer: B, C, D

Answer

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Salesforce Financial Services Cloud Exam Questions

Certification Exams

Downloadable PDF versions

100% Confidential

Updated Regularly

Advanced Features

Number Of Questions: 168

Exam Details

Demo Questions

Q1. 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?

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

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

C. The user must build a report using the Topics object to view Interest Tags in the report.

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

A.The import will succeed, and the Account Owner field will be left blank.

B. The import will succeed, and the administrator will be prompted to select a user.

C. The import will fail, since all records in Salesforce must have an owner.

D. The import will succeed, and the administrator will be named as the default Account Owner.

A.Update the System Administrator profile to include the API Only User.

B. Create a dedicated Integration User.

C. Assign the integration user to the System Administrator profile.

D. Create a new custom profile and ensure API Only is selected.

A.Utilize Insurance Flow Templates.

B. Create an Action Plan Template for capturing beneficiary data and payment information.

C. Provide a better user interface by building Lightning web components for beneficiary data and payment information.

D. Install an Insurance Data AppExchange package.

Q5. Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

A.Institutional Banking flow

B. Mortgage flow

C. Insurance flow

D. Retail Banking flows

E. Commercial Banking flow

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