Salesforce certification preparation

FINANCIAL-SERVICES-CLOUD Practice Questions

Practice exam-style questions, check your answers, and review explanations and source references where they are available.

Exam
FINANCIAL-SERVICES-CLOUD
Provider
Salesforce
Full set
168 questions
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This FINANCIAL-SERVICES-CLOUD General Practice Test assesses your knowledge in Salesforce Financial Services Cloud implementations. We cover key concepts such as wealth management data models, optimization strategies, client workflows, and collaborative mapping processes required to successfully navigate the FINANCIAL-SERVICES-CLOUD certification.

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[FSC Features and Functionality] During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process. What are three things to consider regarding Discovery Framework?
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[Financial Accounts, Rollups, and Referrals] The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?
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[FSC Features and Functionality] What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
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[Financial Accounts, Rollups, and Referrals] Which of the following objects do support Group-Level Rollups?
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[FSC Features and Functionality] A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted. Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?
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[FSC Features and Functionality] How should developers configure customized nodes for display in ARC?
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[FSC Data Model and Configuration] Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
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[FSC Features and Functionality] A financial services company needs a custom field for reporting when relating two business accounts to each other. Which object should the administrator configure the custom field on?
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[FSC Features and Functionality] A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
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[FSC Data Model and Configuration] Which two statements are true about Group Membership in Financial Services Cloud?
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