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Financial Service Cloud Certification Questions With Complete Solutions
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Financial Service Cloud Certification Questions With Complete Solutions
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Financial Service Cloud Certification Questions WithComplete Solutions
A banking customer is using Sales Cloud but their Admin is
considering whether Financial Services Cloud would be a better
solution to meet their business needs. What is the best way for
the Admin to access a Financial Services org with pre-
configured data to play around and learn what's in it?
A. Hop on a 30-day Financial Services Cloud trial org
B. Request a Salesforce developer org
C. Purchase one license of an FSC production org
D. Spin up a Trailhead challenge org Correct Answer A. Hop
on a 30-day Financial Services Cloud trial org
A feature that captures, refers, routes, and prioritizes customer
needs across business lines
A. Expressed Interest
B. Report
C. Referrals
D. Opportunity Correct Answer C. Referrals
A user is not able to see the Actionable Relationship Center tab
in his Financial Services Cloud Wealth Management App. What
steps should the Salesforce Admin take to troubleshoot this
issue? (2 correct answers)
A. Check the user's permission assignments and make sure the
Financial Services Cloud Extension License and the Financial
Services Cloud Extension Permission Set are assigned to that
user.
B. Log a Salesforce support ticket to add the Actionable
Relationship Center tab to the Wealth Management App.
, C. Check if the Actionable Relationship Center Tab was created
as a custom tab and the Lighting Component was added to the
page layout.
D. Remove the Relationship Map. Correct Answer A. Check
the user's permission assignments and make sure the Financial
Services Cloud Extension License and the Financial Services
Cloud Extension Permission Set are assigned to that user.
C. Check if the Actionable Relationship Center Tab was created
as a custom tab and the Lighting Component was added to the
page layout.
Can Financial Goals get summarized on the household level?
Correct Answer Yes
Can Household be a part of a Group in Financial Services
Cloud? Correct Answer Yes
Can you activate the Action Plan via Process Builder? Correct
Answer Yes
Does FSC require Lightning? Correct Answer Yes
Financial Advisors can create a financial goal to track a client's
progress toward major purchases, retirement savings, or other
life goals. Which statements are correct?
A. You can only create savings-oriented goals.
B. You can't create a goal for paying down a debt.
C. You can associate a goal with a specific financial account.
D. Financial Goals require the Financial Goals permission set to
be visible to a user. Correct Answer A. You can only create
savings-oriented goals.
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