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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

A) Create a junction object between the external system and the new customer object where the data will reside
B) Use a CSV file with the data created and use Data Loader to map to the correct field
C) Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce
D) Ensure custom metadata is configured and each custom metadata record details where the data will be sent

2. Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A) Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
B) Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
C) Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
D) Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.

3. Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which threesteps should a Data Architect take to ensure a successful migration?

A) Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
B) Configure your Person Account record types m the Indrvidual Record Type Mapper.
C) Ensure Person Accounts is enabled on the org
D) Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
E) Enable 'Individual to Person Account Migration' in Custom Settings.

4. One administrator user at a financial services company needs to help management build reports and gain insights into business performance by including branch management reportable objects.
Which two considerations should the administrator include when configuring the report?

A) When Branch Unitis the primary object, the administrator can select Branch Unit Customers or Branch Unit Related Records as related objects.
B) Bankers with Branches withOpportunities, Accounts. Leads, and Contacts report types are available for creating reports with Branch Unit Related Records.
C) Branch Unit Related Record report types have related object names including Lead, Account, and Contact but exclude Financial Account.
D) The reportable objects include Banker. Branch Unit, Branch Unit Related Records, and Branch Unit Customer.

5. Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A) Create custom components to provide a single view of the client.
B) Create a custom Person Account hierarchy to link duplicate client records.
C) Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
D) Link individuals using related contacts to link duplicate client records
E) Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.

Solutions: