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Free FINANCIAL-SERVICES-CLOUD Exam Braindumps
Financial Services Cloud Accredited Professional Questions 71–75 (page: 16)

Updated On: 10-Feb-2026
Page 16 of 35
PDF with 84 Questions

[Action Plans and Workflows]
Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?

  1. Sync with Company Calendar
  2. Skip Non-Work Days for Deadlines
  3. Skip Non-Work Days For Tasks
  4. Skip Non-Work Days for Action Plans

Answer(s): B



[FSC Features and Functionality]
Cumulus Cloud Bank must provide its customer service staff with real-time access to customeraccounts, including the ability to view current transactions and balances. As a result, the bank expects a high volume of concurrent users at peak times.
Which option is most suitable?

  1. Use the Data Consumption Framework to connect to the bank'smiddleware.
  2. Use Salesforce Connect with External Objects to expose tables from the bank's core systems, and use custom Lightning web components to surfatKthem in the Salesforce Lightning Ul.
  3. Use Salesforce ConnecHvith External Objects to expose tables from the bank's core systems, and use the standard user interface (Ul) components to surface the records in Salesforce Lightning Ul.
  4. Embed custom Lightning web components on the Account and Financial Account pages, and use custom Apex to make calloutsto the core system services.

Answer(s): D



[FSC Data Model and Configuration]
During a Financial Services Cloud implementation at an insurance company, a consultant needs to design a broker data model for the broker web portal. The given requirements are:
1. Brokers are treated individually, even if they are associated with the same company.
2. Brokersshould never have access to other brokers' data.
3. Brokers can nominate their assistants to access the broker portal.
4. An assistant can sometimes work for multiple brokers.
Which two considerations should the consultant consider regarding the data model?

  1. The Broker Assistant should be modeled as a Contact. Then, leverage Contact to Multiple Account features if this assistant needs to work for multiple brokers.
  2. Brokers should be modeled as Contact and the Broker company should be modeled as Account,even if they're a legal entity '-' individually.
  3. Brokers need to be modeled as Account and Contact individually, as each broker is a legal entity in Salesforce. Then, use a Group 1-1 Account to model their company.
  4. The Broker Assistant should bemodeled as a Contact. Then, use Contact to Contact association if they need work for multiple D Brokers.

Answer(s): A,C



[FSC Features and Functionality]
Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff.
Which three functions should be added tothe Delegated Administrator group?

  1. Unlock users.
  2. Modify permission sets.
  3. Set organization-wide sharing defaults on custom objects.
  4. Assign or remove permission sets for users in their delegated groups.
  5. Create and manage membership of specified public groups.

Answer(s): A,D,E



[Security, Permissions, and Integration]
Cumulus Bankhas implemented Compliant Data Sharing in Financial Services Cloud.
Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

  1. The share table records are deleted.
  2. Sharetable records need to be manually deleted.
  3. All opportunity participant records are delete
  4. The opportunity participant records are not deleted.

Answer(s): A,D



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