Salesforce Financial Services Cloud Accredited Professional Exam Questions

Question 6 of 70

A financial services company needs to alert advisors about changes in client records that require action.
What should the administrator consider when configuring Record Alerts?

With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.

When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.

When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.

Record alert categories are not required when creating a record alert, but they help keep alerts organized.

Correct Answer: D

Question 7 of 70

Which three processes are part of Claims Management? (Choose three.)

Question 8 of 70

The investor relations director of a large insurance company just published a press release after the company’s Quarterly Earnings Call to report about its digital transformation implementing Salesforce Financial Services Cloud (FSC).
Which three value outcomes should the company’s stakeholders expect? (Choose three.)

Achieved higher CSAT and NPS scores attributed to personalized customer experiences driven by shorter waits due to decreased average case handle times and Improved self-service solutions via Einstein Bots for FSC

Drove Advisor productivity with a daily task list, client life events, opportunities, and aggregated household information directly from the FSC Home Page

Streamlined the entire deal lifecycle with FSC, leveraging relationship maps and interaction history in business development/discovery to accelerate pipe management and research

Automated claims orchestration via straight through processing workflow rules from OmniStudio with minimal human intervention from insurance adjusters or underwriters, allowing claims to be completed faster and at scale

Improved customer onboarding experiences by fast-tracking and simplifying document tracking and approvals via FSC Action Plans

Correct Answer: A, B, E

Question 9 of 70

Cumulus Insurance’s business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes? (Choose three.)

Configure Dynamic Actions for Lightning pages.

Enable In-App Guidance to provide walk-throughs.

Build custom Lightning pages that correspond to each stage of the business process.

Use flows to remove the need for complex Lightning pages.

Configure Dynamic Lightning pages.

Correct Answer: A, B, E

Question 10 of 70

A company wants to convert its Salesforce Financial Services Cloud implementation from using the individual account model to using person accounts.
Which three things should a consultant do to prepare for the conversion? (Choose three.)

Update all opportunities linked to individual account records to be owned by the individual account record’s owner.

Ensure each account.phone field in the individual account record is blank.

Ensure all individual account records to be converted are only linked to exactly one contact record.

Ensure each individual account to be converted is not a parent account of any other account records.

Test out the conversion in a sandbox, including all integrations and customizations.

Correct Answer: C, D, E