Newest Salesforce Financial-Services-Cloud Practice Questions at Zero Cost

Get a glimpse of the real Financial-Services-Cloud certification exam challenges with our free Salesforce Financial-Services-Cloud practice test questions.

ASteps

BBlocks

CStages

DProcesses

EWork Items

Correct Answer: 1

A, C, E

When importing records from a system outside of Salesforce, which ID should be used to prevent the data import from creating duplicates?

AUser ID

BData Load ID

CExternal ID

DOrg ID

Correct Answer: 2

A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.

What should the consultant create as a deliverable for the current state business process?

AWord document telling the story of the process from the user's perspective

BAn Excel spreadsheet with steps of the process as rows, and systems and personas in columns

CAn end-to-end visualjmap of the process using personas, systems, inputs, and outcomes

DA Powerpoint deck wftJscreenshots of the current systems and callouts to what is happening on each slide

Correct Answer: 3

Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order. However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.

What should a consultant recommend?

ACreate an after-save trigger to generate reminder tasks.

BUtilize Chatter notifications for reminders.

CUtilize Action Plan and Action INan Template.

DUtilize Financial Services Clouc flag Templates to flag missing items.

Correct Answer: 4

A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.

What should the administrator do as part of the preparation for the data migration process?

AThe administrator can ask the business manager on the investment bank team to review the file directly.

BAfter running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons/analysis.

CAs a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.

DTo start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.

Correct Answer: 5

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