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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q34-Q39):

NEW QUESTION # 34
Rollup summary fields aren't available in a Partial Copy sandbox. What is one way you can solve for this limitation?

A. Contact Salesforce to enable Rollup Summary fields in the partial sandboxB. Create a Full sandbox or install the Financial Services Cloud managed package in a Partial Copy sandboxC. Configure Rollup Summary using Formula fields

Answer: B

NEW QUESTION # 35
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?

A. Use the Action Plan item feature to add an additional task to a published Action Plan.B. Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.C. Create an independent Task not related to original Action PlanD. Use the 'task creator' tool to create a new task and associate with the existing Action Plan

Answer: A

NEW QUESTION # 36
How can you set up Referral creation?

A. As a global actionB. As a standard actionC. As a FlowD. On a Community

Answer: A,B,D

NEW QUESTION # 37
Lakeshore Lending Company wants to create a community so borrowers can fill out their mortgage application online. Which template should they use?

A. Mortgage Application Community TemplateB. FSC Client Portal TemplateC. Customer Service TemplateD. Mortgage Portal TemplateE. Help Center Client Template

Answer: D

NEW QUESTION # 38
Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an accurate summary of their client's financial data as clients often change households. Sam wants to give his financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

A. Create a custom object to track the client's financial dataB. Set client's financial data to be rolled up using Primary Group featureC. Use Process Builder to create a workflow to summarize data at the Person Account level

Answer: B

NEW QUESTION # 39
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