Free Online Salesforce Financial-Services-Cloud Practice Test

Prepare Your Salesforce Financial-Services-Cloud Exam Questions with Free online Financial-Services-Cloud Practice Test. Get Brilliant Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) (WI24) Exam Results with Valid Financial Services Cloud Exam Dumps.

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Total 278 Questions | Updated On: May 14, 2024

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Question 1

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A : Referral Approval Processes

B : Intelligent Need-Based Referrals and Scoring

C : Einstein Referral Scoring for Financial Services Cloud

D : Referral Routing Rules

Answer: B

Question 2

The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A : Request a 30-day Financial Services Cloud trial org

B : Request a Salesforce developer org.

C : Purchase one license of Financial Services Cloud and install it in a production org.

D : Spin up a Salesforce sandbox org.

Answer: A

Question 3

How can you relate an opportunity to a campaign? (2 answers)

A : Select the Primary Campaign Source for the Opportunity

B : Use the Campaign influence Related List on the Opportunity

C : Use the Campaign Hierarchy Related List on the Opportunity

D : You cannot relate an opportunity to a campaign

Answer: A,B

Question 4

Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box?

A : Contact

B : Lead

C : Account

D : Residential Loan Application

E : Opportunity

Answer: A,C,D

Question 5

What are three examples of proper use of Financial Goals?

A : Measure progress toward paying off a Mortgage.

B : Tracking money saved each year to pay for a vacation, depending on destination and budget.

C : Displaying the current amount and percentage of target value for a College Savings Account.

D : Displaying the amount and percentage of the remaining balance for an Auto Loan.

E : Measure progress toward a down payment amount for a new home.

Answer: A,B,C

Page: 1 / 56

Total 278 Questions | Updated On: May 14, 2024

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