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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?

A) Financial Goalscan not be summarized at the household level.
B) Create a formula field and add it to the Account page layout
C) Add a custom Rollup By Lookup (RBL) rule.
D) Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals

2. A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?

A) Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.
B) Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
C) Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
D) Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.

3. The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual clientreview process. What steps should the Admin take to make that change?

A) Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.
B) Clone the existing Action PlanTemplate and make any necessary changes on the new Action Plan Template.
C) Edit the published Action Plan Template directly.

4. The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A) RBL calculations can notbe disabled when importing data into your Salesforce org.
B) An RBL rule displays summary calculations of financial account information, such as account balances.
C) Rollups for multiple joint owners are not supported
D) Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
E) When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

5. Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

A) Use the 'task creator' tool to create a new task and associate with the existing Action Plan
B) Create an independent Task not related to original Action Plan
C) Usethe Action Plan item feature to add an additional task to a published Action Plan.
D) Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

Solutions: