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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q15-Q20):

NEW QUESTION # 15
Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities.
Which feature should a system administrator use to meet the requirements?

  • A. Workflow field update
  • B. Cross-object formula field
  • C. Roll-up summary field
  • D. Look-up Field

Answer: B


NEW QUESTION # 16
Universal Container wants to ensure that users complete the standard industry field when creating a new account record. To address the concern the administrator set the Industry field as required. However, some users are still able to create a new account record without completing the Industry Field.
What should an administrator do to troubleshoot the issues? (2 answers)

  • A. Verify the industry field is set as required on all the account page layouts assigned to the users
  • B. Verify the field-level security for the industry field is not set to "Read Only" on the user profiles.
  • C. Verify the users have the "Modify all data" permission for account on their profiles
  • D. Verify the users have the "Edit" permission for accounts on their profiles

Answer: A,B


NEW QUESTION # 17
Universal Containers uses Web-to-Case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password".
What does the administrator need to configure to meet this requirement?

  • A. Email-to-case
  • B. Validation rule
  • C. Auto-response rule
  • D. Support settings

Answer: C


NEW QUESTION # 18
Which three referral metrics are tracked with custom components included in Financial Services Cloud?

  • A. Web to Lead Referrals
  • B. My Top Referrers
  • C. Referrals Assigned to me
  • D. My Approved Referrals
  • E. Expressed interests

Answer: B,C,E


NEW QUESTION # 19
Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

  • A. The Person Account Object
  • B. The Person Account Record Type on the Account Object
  • C. The Person Account Record Type on the Contact Object

Answer: A


NEW QUESTION # 20
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