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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A) Referral Approval Processes
B) Intelligent Need-Based Referrals and Scoring
C) Einstein Referral Scoring for Financial Services Cloud
D) Referral Routing Rules

2. An investment bank is implementing Financial Services Cloud (FSC) to manage the deal pipeline. Each opportunity has confidentialinformation that the deal team members must only view. In addition, each member needs the ability to take and share notes directly within Salesforce with others on the team.
Which three FSC features should be part of the solution design?

A) Interaction Summaries
B) Sharing Rules
C) Complianthata Sharing
D) Profiles
E) Financial DealManagement

3. An investment banker is looking to take detailed meeting notes and share them easily with his colleagues while specifying confidentiality and meeting attendees. Which Financial Services Cloud feature should a consultant recommend in this scenario?

A) Interaction Summary
B) Events
C) Engagement Interaction
D) Notes

4. A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals.
Which Financial Services Cloud capability provides the ability to accommodate this request?

A) Interaction Summaries
B) Compliant Data Sharing
C) Custom Sharing Rules
D) Business Rules Engine

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

A) External ID
B) Org ID
C) Data Load ID
D) User ID

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