Financial Services Cloud Accredited Professional

Financial Services Cloud Accredited Professional practice questions, page 3 of 3, with answer review and explanations.

Question 11

How should developers configure customized nodes for display in ARC?

  1. Select Use FlexCard from the node Display tab to show the node in a FlexCard
  2. Reference the Lightning Web Component in the Display properties of the custom ARC relationship graph
  3. Select Use LWC from the node Display tab to show the node in a Lightning Web Component
  4. Reference the FlexCard in the Display properties of the custom ARC relationship graph

Question 12

Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package? (Choose three.)

  1. Insurance flow
  2. Commercial Banking flow
  3. Mortgage flow
  4. Institutional Banking flow
  5. Retail Banking flow

Question 13

A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees. How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

  1. Create a Financial Account sharing rule based on criteria.
  2. Create an Account sharing rule based on record owner.
  3. Create a Financial Account sharing rule based on record owner
  4. Create Account sharing rules based on criteria

Question 14

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers’ lives. What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

  1. Single event types
  2. Unique event types
  3. Once-in-a-Lifetime event types
  4. Special event types