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Free Financial Services Cloud Accredited Professional Exam Braindumps
Financial Services Cloud Accredited Professional Questions 41–45 (page: 10)

Updated On: 10-Feb-2026
Page 10 of 35
PDF with 84 Questions

[Financial Accounts, Rollups, and Referrals]
Scott Adams calls his Personal Banker HankBurton to apply for a loan to buy a boat. Hanks wants to refer Scott to the loan department, but the current process is manual and time-consuming. Hank is asking the bank's System Administrator to automate Referral creation in Salesforce. How can the Adminspeed up and simplify Referral creation?

  1. Write a trigger to create Referrals from a 'Create Referral* button.
  2. Use the Case process and create Cases with Case Type 'Referrar'.
  3. Use Global Action To create Referrals.
  4. Use

Answer(s): C



[Financial Accounts, Rollups, and Referrals]
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object.
Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

  1. Lead Routing
  2. Web to-Lead
  3. Lead Assignment Rules
  4. Lead Approval
  5. Einstein Lead Scoring

Answer(s): A,C,E



[FSC Features and Functionality]
Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth.
What should an Administrator do to prevent users from accidentally creating more than one event of such anevent type?

  1. Create an Apex trigger that will prevent the saving of multiple one-time events
  2. Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
  3. Remove user's ability to create one-time events
  4. Create a validation rule that will stop the user if they attempt to add multiple one-time events.

Answer(s): D



[FSC Features and Functionality]
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customersor might cause negative sentiment. How can the Salesforce Admin implement such a requirement?

  1. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
  2. The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
  3. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
  4. The Salesforce Admin can manage sensitive Life Events using Permission Sets.

Answer(s): C



[FSC Data Model and Configuration]
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

  1. The Admin can customize the order of life events to be set in chronological order.
  2. The user can change the color of important life events to red.
  3. The Admin can change the color of important life events to red.
  4. The user can customize the order of life events to be set in chronological order

Answer(s): C



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