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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. How shoulddevelopers configure customized nodes for display in the Actionable Relationship Center (ARC)?

A) Select Use Flex Card from the node Display tab to show the node in a Flex Card
B) Reference the flex Card in the Display properties of the custom ARC relationship graph.
C) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
D) Select Omni Script from the node Actions tab to show the node in an Omni Script.

2. Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

A) Einstein Relationship Insights
B) Lightning Experience for Financial Services Cloud
C) Custom Domain
D) Discovery Framework

3. Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify apublished Action Plan to support an additional task she needs in order to completean annual review for a client. How should Jen do this?

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

4. A System Administrator has received a note from one of theportfolio managers that the ActionableRelationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have accessto it and are able to use it to manage their customer's relationships. What is a possible cause for this?

A) The ARC Component has not been added to the page layout
B) The portfolio manager does not have access to the account records that he is trying to create for.
C) The portfolio manager does not have access tothe Lightning page that has the ARC component added
D) The portfolio manager has not been given the permissions that enable users to view and manage ARC

5. What actions can a Wealth Advisor take from the Life Events card7

A) Request Record Approval
B) Create Opportunity
C) Create Lead & Referral
D) Open an Account
E) Create Case

Solutions: