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Free Financial Services Cloud Accredited Professional Exam Braindumps
Financial Services Cloud Accredited Professional Questions 56–60 (page: 13)

Updated On: 10-Feb-2026
Page 13 of 35
PDF with 84 Questions

[FSC Features and Functionality]
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members FinancialAccount Balances are not adding up to the Financial Summary field in the related Household.
Which two steps should the admin take to troubleshoot the issue?

  1. Ensure the Primary Group flag in the Account record is checked.
  2. EnsureRollUpByLookup Configuration is Active
  3. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
  4. Ensure that the member is the Primary Member in that Household
  5. Ensure the reported Household is the Primary Group for the member

Answer(s): B,E



[Financial Accounts, Rollups, and Referrals]
The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels.
What functionality can Rollup By Lookup (RBL) provide for this requirement?

  1. RBL calculations can notbe disabled when importing data into your Salesforce org.
  2. An RBL rule displays summary calculations of financial account information, such as account balances.
  3. When you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
  4. Rollups for multiple joint owners are not supported
  5. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

Answer(s): B,C,E



[FSC Features and Functionality]
Rachel is the primary member of the Adams household hired a new attorney.
What type of relationship should the Wealth Advisor create in Financial Services Cloud for Rachel and her attorney before assigning the reciprocal role of "Attorney"?

  1. Create an Account-Contact relationship between the Adams Household and the attorney.
  2. Create an Account-Account relationship between the Adams Household and the attorney
  3. Create a Contact-Contact Relationships between the primary member of the Adams Household and the attorney.
  4. Create an Account-Account Relationship between the Addams Family Trust and the attorney.

Answer(s): C



[Action Plans and Workflows]
Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity.
Which three of the following statements about Action Plans are true?

  1. When you work with Action Plans, you first create Action Plan Templates
  2. Action Plans require a monthly license fee per user
  3. Action Plans can be used to schedule appointments with the Bankers
  4. Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance
  5. Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

Answer(s): A,D,E



[FSC Features and Functionality]
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? (Choose Three)

  1. Contact
  2. Lead
  3. Account
  4. Residential Loan Application
  5. Opportunity

Answer(s): C,D,E



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