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Free FINANCIAL-SERVICES-CLOUD Exam Braindumps
Financial Services Cloud Accredited Professional Questions 26–30 (page: 7)

Updated On: 10-Feb-2026
Page 7 of 35
PDF with 84 Questions

[Financial Accounts, Rollups, and Referrals]
What feature does a Salesforce Administrator need to enable so users can see all the referrals for the members of a group?

  1. Referral Scoring
  2. Referrals Rollups
  3. Group Member Referrals
  4. ReferralGroup Process Builder

Answer(s): B



[Financial Accounts, Rollups, and Referrals]
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

  1. Referral Approval Processes
  2. Intelligent Need-Based Referrals and Scoring
  3. Einstein Referral Scoring for Financial Services Cloud
  4. Referral Routing Rules

Answer(s): B



[Action Plans and Workflows]
Lake Tahoe Bank branch manager is asking the Salesforce Administrator for improvements in Salesforce to speed up Loan Approval Processing. The Salesforce Admin isconsidering using Action Plans.
Which 3 process improvements can be delivered using Action Plans?

  1. Action Plans create repeatable tasks and automate the task sequences when executed
  2. When you create an action plan from a template for a specific targetrecord, items that have no assigned user are assigned to the owner of that " target record.
  3. Action Plans can automatically schedule the next appointment with the Advisor.
  4. Action Plans enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client processes.
  5. Action Plans can speed up the collection of a list of documents needed for the loan application

Answer(s): A,B,D



[FSC Features and Functionality]
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?

  1. Run a nightly process to create tasks and assign them to account owners for follow-ups
  2. Train account owners to create required tasks periodically and setdue dates for tracking.
  3. Use Lightning Scheduler to periodically schedule tasks for account owners.
  4. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.

Answer(s): D



[Action Plans and Workflows]
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

  1. Workflow Rules/Process Builder
  2. Action Plans
  3. Apex Tnggers on the task object
  4. Flows

Answer(s): B



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