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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Acorporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trustedanalyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy.
What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

A) Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
B) Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
C) Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
D) Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.

2. Which three things must an admin keep in mind when creating Action Plan Templates'5

A) When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.
B) An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.
C) When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.
D) The Action Plan Template permission set must be added to all users that wantto use Action Plans.
E) When youcreate an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template

3. When importing records from a system outside of Salesforce, which ID should be used to prevent the data import fromcreating duplicates?

A) Data Load ID
B) Org ID
C) User ID
D) External ID

4. Which three processes are part of Claims Management?

A) Quoting
B) Payment
C) Underwriting
D) Auto Adjudication
E) Reserve Management

5. Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?

A) Modify permission sets.
B) Unlock users.
C) Create and manage membership of specified public groups.
D) Assign or remove permission sets for users in their delegated groups.
E) Set organization-wide sharing defaults on custom objects.

Solutions: