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Salesforce Financial-Services-Cloud Exam Questions

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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam

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Salesforce Financial-Services-Cloud Sample Questions – Free Practice Test & Real Exam Prep

Question #1

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud andwants to roll up customerdata at the client and group levels. What functionality can RollupBy Lookup (RBL) provide for this requirement?

  • A. RBL calculations can not be disabled when importing data into your Salesforce org.
  • B. An RBL rule displays summary calculations of financialaccount information, such asaccount balances.
  • C. When you edit a financial account record or primary Group membership, the Rollup ByLookup (RBL) configuration updates the corresponding RBL summaries at the client andGroup levels.
  • D. Rollups for multiple joint owners are not supported
  • E. Rollup By Lookup (RBL) displays associated records for Financial Accounts. FinancialGoals, and Opportunities.
Answer: B,C,E
Explanation:
The functionality that Rollup By Lookup (RBL) can provide for rolling up customer data at
the client and group levels are as follows:
An RBL rule displays summary calculations of financial account information, such
as account balances, networth, total assets, total liabilities, and so on1.
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 levels1.
Rollup By Lookup (RBL) displays associated records for Financial Accounts,
Financial Goals, and Opportunities on the client and group pages1. Verified
References: 1
Question #2

Which three types of Account-Account relationships are displayed in the ActionableRelationship Center?

  • A. Accounts & Businesses
  • B. Accounts & Members
  • C. Accounts & Peers
  • D. Accounts & Groups
Answer: A,C,D
Explanation:
The following types of Account-Account relationships are displayed in the Actionable
Relationship Center (ARC):
Accounts & Businesses: This type of relationship shows the accounts that are
related to a business account, such as owners, partners, or beneficiaries. You can
use this type of relationship to understand the ownershipstructure and financial
interests of a business account.
Accounts & Peers: This type of relationship shows the accounts that are related to
another account by a peer-to-peer relationship, such as friends, colleagues, or
associates. You can use this type ofrelationship to identify potential referrals and
cross-selling opportunities from an account’s network.
Accounts & Groups: This type of relationship shows the accounts that are related
to a group account, such as household members, trust members, or business
group members. You can use this type of relationship to view the aggregated
financial data and activities of a groupaccount. Verified References: : Salesforce
Help Article 2 : Salesforce Help Article 3 : SalesforceHelp Article 4
Question #3

To access all Financial Services Cloud (FSC) functionalitiesavailable out of the box, aconsultant must install the FSC Managed Package and the Unmanaged ExtensionPackages.Which two functionalities are included in the FSC Unmanaged Extension Packages?

  • A. Custom objects to track Financial Accounts and Household
  • B. The Commercial Banking dashboard
  • C. Field sets that configure how fields display in the client and household profiles
  • D. Predefined list views of clients and households
Answer: B,C
Reference: Financial Services Cloud Packages
Explanation: Financial Services Cloud functionality is available from two packages: the
managed package and the unmanaged extension packages. The managed package
contains most of the Financial Services Cloud functionality, such as custom fields and
objects, list views and profiles of clients and households, and administrative configurations.
The unmanaged extension packages provide additional functionality that is not included in
the managed package, such as:
The Commercial Banking dashboard: This is a dashboard that provides insights into
commercial banking activities and performance, such as loan portfolio health, deposit
growth, referral pipeline, and customer satisfaction. The Commercial Banking dashboard is
included in the unmanaged commercial banking extension package.
Field sets that configure how fields display in the client and household profiles: These are
field sets that determine which fields are displayed in different sections of the client and
household profiles, such as Client Overview, Household Overview, Client Details,
Household Details, etc. The field sets are included in the unmanaged extension package.
Question #4

An investment bank client wants all its users to track client engagements with InteractionSummaries. In addition, those call logs need to be shared with specialists in other lines ofbusiness so they can assist in specific types of deals.Which three Financial Services Cloud standard objects should be used to helpaccommodate these business requirements?

  • A. Interaction Summary Participant
  • B. Financial Deal Participant
  • C. Participant Role
  • D. Interaction Participant
  • E. Opportunity Participant
Answer: A,B,C
Reference: Track Client Interactions - Salesforce
Explanation: Interaction Summaries are records that capture the details of a client
interaction, such as a meeting, a call, or an email. Interaction Summaries can be linked to
Financial Deals, which are records that represent a business opportunity or transaction with
a client. Interaction Summaries and Financial Deals can have participants, which are
records that represent the people or groups involved in the interaction or deal. Participants
can have different roles, such as advisor, client, specialist, or decision maker. Participant
Role is a custom object that defines the possible roles for participants.
Question #5

A bank recently sold its wealth management division and wants to improve its customers’digital experience. The bank engaged Salesforce Professional Services to upgrade itsexisting Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.Which three expected outcomes can serve as return on investment (ROI) justifications tothe bank's chief financial officer (CFO)and investment committee?

  • A. Unify and improve team collaboration by sharing and managing customer leads andreferrals across multiple lines of business at the bank to drive customers' financial needsand deepen client relationships.
  • B. Deliver connected and personalized digital experiences to the bank's customers thanksto a 360-degree view of its customer data consolidating multiple customer databases andsources from diverse channels at the bank.
  • C. Simplify the client onboarding process with proper tools to streamline customerdiscovery and internal reviews through renewal.
  • D. Manage policy holder’s interactions with customer service agents intelligently throughthe underwriting process.
  • E. Modernize client-advisor experiences from engagement to relationship management toeffectively drive long-term, trusted relationships.
Answer: A,B,E
Explanation:
Unify and improve team collaboration by sharing and managing customer leads and
referrals across multiple lines of business at the bank to drive customers’ financialneeds
and deepen client relationships; Deliver connected and personalized digital experiences to
the bank’s customers thanks to a 360-degree view of its customer data consolidating
multiple customer databases and sources from diverse channels at the bank;Modernize
client-advisor experiences from engagement to relationship management to effectively
drive long-term, trusted relationships.
Reference: Financial Services Cloud | Salesforce
Explanation: Financial Services Cloud is a platform that enables banks to deliver seamless
and personalized customer experiences across multiple channels and devices. Financial
Services Cloud can help banks achieve the following outcomes:
Unify and improve team collaboration by sharing and managing customer leads and
referrals across multiple lines of business at the bank to drive customers’ financial needs
and deepen client relationships. Financial Services Cloud providestools such as Lead
Conversion, Referral Management, Relationship Groups, and Compliant Data Sharing to
facilitate cross-team collaboration and coordination.
Deliver connected and personalized digital experiences to the bank’s customers thanks to
a 360-degree view of its customer data consolidating multiple customer databases and
sources from diverse channels at the bank. Financial Services Cloud provides a unified
data model that integrates customer data from various sources, such as core banking
systems, online banking portals, mobile apps, social media, and third-party providers.
Financial Services Cloud also provides features such as Customer Profile, Actionable Relationship Center, Interaction Summaries, and Einstein Analytics to provide a
comprehensiveand holistic view of the customer’s financial situation, needs, preferences,
and interactions.
Modernize client-advisor experiences from engagement to relationship management to
effectively drive long-term, trusted relationships. Financial Services Cloud provides features
such as Client Onboarding, Action Plans, Goals-Based Planning, Financial Accounts,
Financial Deals, Next Best Action, and Einstein Bots to enable advisors to deliver proactive
and personalized advice, recommendations, and solutions to their clients.
Question #6

Which three related lists are visible within Actionable Relationship Center associated withthe Account object?

  • A. Cases
  • B. Notes and Attachments
  • C. Client Financial Goals
  • D. Financial Holdings
  • E. Household Financial Accounts
Answer: C,D,E
Explanation:
The following related lists are visible within Actionable Relationship Center (ARC)
associated with the Account object:
Client Financial Goals, which is a relatedlist that displays the financial goals of the
account, such as retirement, education, or debt payoff.
Financial Holdings, which is a related list that displays the financial accounts of the
account, such as bank accounts, investment accounts, or insurancepolicies.
Household Financial Accounts, which is a related list that displays the financial
accounts of the account’s primary group, such as household or business group.
Question #7

A Bank of the Future customer calls the bank to update the address on their account. Thecall center agent handling the call needs to enter a new address into the system. The agententers the new contact information using an OmniScript and then needs to generate aprefilled PDF with the new address that can be shared with the customer.Which two OmniStudio tools should a consultant recommend to generate the prefilledPDF?

  • A. OmniStudio Action Document Generation
  • B. Calculation Procedure
  • C. DataRaptor
  • D. Integration Procedure
Answer: A,C
Explanation:
The following OmniStudio toolsshould be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool that allows users to
create documents from templates and data sources using OmniScripts and
Integration Procedures. Byusing OmniStudio Action Document Generation, the
consultant can create a document template with placeholders for the contact and
address information and generate a PDF file from it using an OmniScript. DataRaptor, which is a tool that allows users to extract and transform data from
Salesforce or external systems using Integration Procedures. By using
DataRaptor, the consultant can create a data source that retrieves the contact and
address information from Salesforce and maps it to the document template
placeholders.
Question #8

Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?

  • A. The Referral Score updated when a referral is convened to an Opportunity or closed.
  • B. The Referral Score updated when a lead is created using the referral record type.
  • C. The Referral Score updated when a referral is assigned from the queue to a user.
  • D. The Referral Score updated when an opportunity associated with the Referral is ClosedWon
Answer: D
Explanation:
The Referral Score is updated when an opportunity associated with the Referral is Closed
Won. The Referral Score is a metric that measures the quality and quantity of referrals that
a user creates or receives. The Referral Score is calculatedas the number of referrals
converted to opportunitiesdivided by the total number of referrals. The Referral Score is
displayed in the Referral Summary component on the user’s Home page or record page.
The Referral Score is updated whenever a referral is converted to an opportunity or an
opportunity is closed as won or lost. Verified References: : Salesforce Help Article 2 :
Salesforce Help Article 4
Question #9

When importing records from a system outside of Salesforce, which ID should be used toprevent the data import from creating duplicates?

  • A. User ID
  • B. Data Load ID
  • C. External ID
  • D. Org ID
Answer: C
Explanation:
To prevent the data import from creating duplicates when importing records from a system
outside of Salesforce, you should use External ID. External ID is a custom field type that
can be used to store unique identifiers from other systems. You can use External ID to
match records during data import and avoid creating duplicate records in Salesforce. You
can also use External ID to enable upsert operations, which can insert new records or
update existing records based on the External ID value. Verified References: : Salesforce
Help Article [5] : Salesforce Help Article [6]
Question #10

An investment bank is implementing Financial Services Cloud (FSC) to manage the dealpipeline. Each opportunity has confidential information that the deal teammembers mustonly view. In addition, each member needs the ability to take and share notes directlywithin Salesforce with others on the team.Which three FSC features should be part of the solution design?

  • A. Financial Deal Management
  • B. Sharing Rules
  • C. Complianthata Sharing
  • D. Profiles
  • E. Interaction Summaries
Answer: A,B,E
Explanation:
The following FSC features should be part of the solution design for managing confidential
deal information and notes sharing among deal team members:
Financial Deal Management: Financial Deal Management is a feature in Financial
Services Cloud that allows you to track and manage complex deals that involve
multiple parties, products, and stages. You can use Financial Deal Management to
store confidential deal information such as deal name, amount, status, or
participants. You can also use Financial Deal Management to associate
opportunities, products, or tasks with a deal.
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