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Updated: Jul 14, 2026
No. of Questions: 172 Questions & Answers with Testing Engine
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Salesforce Financial Services Cloud Accredited Professional Sample Questions:
1. What does the Salesforce Admin have to install to provide users access to referral dashboards and reports?
A) The managed extension package for intelligent Need-Based Referrals and Scoring
B) The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
C) Salesforce CRM Dashboards
D) Einstein Analytics for Financial Services
2. Lake Tahoe Bank is implementingFinancial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?
A) Object Settings
B) Profiles
C) Custom Settings
D) Lightning Page Editor
3. A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?
A) Enable and configure person accounts in FSC, and assign users with permission set licenses.
B) Beyond the preconfigured settings, evaluate whether they need advanced customizations.
C) Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.
D) Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes.
E) Review the out-of-the-box capabilities and compare them to the company's current needs.
4. Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud.
When is the Referral Score updated?
A) The Referral Score updated when a lead is created using the referralrecord type.
B) The Referral Score updated when a referral is convened to an Opportunity or closed.
C) The Referral Score updated when a referral is assigned from the queue to a user.
D) The Referral Score updated when an opportunity associated with the Referral is Closed Won
5. Which three processes are part of Claims Management?
A) Underwriting
B) Quoting
C) Auto Adjudication
D) Payment
E) Reserve Management
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: C | Question # 3 Answer: B,C,E | Question # 4 Answer: D | Question # 5 Answer: C,D,E |
All Salesforce questions are covered but several answers are wrong.
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