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 Financial-Services-Cloud Dumps with Practice Exam Questions Answers

Questions: 170 questions

Last Update: Jun 6, 2024

Financial-Services-Cloud Question Includes: Single Choice Questions: 89, Multiple Choice Questions: 81,

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Financial-Services-Cloud Questions and Answers

Question # 1

An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.

Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?


Interaction Summary Participant


Financial Deal Participant


Participant Role


Interaction Participant


Opportunity Participant

Question # 2

What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?


Creating a new Salesforce instance from scratch for the customer


Importing the customer's existing data into Salesforce FSC without any modifications


Implementing a generic, one-size-fits-all solution for all customers


Conducting a gap analysis between the customer's current processes and Salesforce FSC capabilities

Question # 3

A new custom object has been created, and the records of this object will be created through integration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?


Create a junction object between the external system and the new customer object where the data will reside


Ensure custom metadata is configured and each custom metadata record details where the data will be sent


Use a CSV file with the data created and use Data Loader to map to the correct field


Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce

Question # 4

A financial services company needs to capture a new type of referral that has different required fields than what is currently configured in the org.

Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?


Assign the record type to users.


Create a new record type Referral' on the Lead object.


Create a new referral record type mapper record.


Create a custom Referral object.


Update the lead page layout.

Question # 5

An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers’ licenses and passports. 55m 058

Which Financial Services Cloud object should a consultant recommend?


Document Checklist Item


Received Document


Identification Document


Identity Document