Free Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam Financial-Services-Cloud Exam Practice Test

A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller. What should the consultant do to fulfill the needed requirements?

• Create a screen flow.
• Create a Lightning web component.
• Create a Canvas application for the Authentication module.
• Create an OmniScript flow.

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client or group level. What should the administrator configure to meet the requirement?

• To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
• Client-level records are aggregated by setting up client-level rollups to all primary group members.
• When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
• To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.

Personal Banker Hank Burton is questioning his Referral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?

• The Referral Score updated when a referral is convened to an Opportunity or closed.
• The Referral Score updated when a lead is created using the referral record type.
• The Referral Score updated when a referral is assigned from the queue to a user.
• The Referral Score updated when an opportunity associated with the Referral is Closed Won

Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadata type and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

• Discovery Framework
• Lightning Experience for Financial Services Cloud
• Custom Domain
• Einstein Relationship Insights

A Financial Services Cloud (FSC) administrator is assigning permission set licenses to users, including personal bankers. Which permission set license is recommended for this set of users?

• FSC Foundations permission set license
• FSC Basic permission set license
• FSC Extension permission set license
• FSC Standard permission set license

How should developers configure customized nodes for display in the Actionable Relationship Center (ARC)?

• Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
• Select Use Flex Card from the node Display tab to show the node in a Flex Card
• Reference the flex Card in the Display properties of the custom ARC relationship graph.
• Select Omni Script from the node Actions tab to show the node in an Omni Script.

Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive. Which three options should a consultant recommend?

• Enable Compliant Data Sharing for Interactions.
• Enable Compliant Data Sharing for Interaction Summaries.
• Disable Role-Hierarchy-Based Sharing for Engagement Interactions.
• Use Interaction Summary Participants to provide the right access to individuals or groups.
• Disable Role-Hierarchy-Based Sharing for Interaction Summaries.

A consultant is configuring a demo for a customer but cannot create new residential loan application records. What is prohibiting the consultant from creating a new residential loan application?

• The Residential Loan Application flow was not enabled in the setup.
• The administrator did not enable "Allow Mortgage Access" in Setup.
• The user does not have "Mortgage User" checked in their user record.
• The administrator did not assign the Mortgage permission set to the user.

What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

• Account-Account Relationship
• Contact-Contact Relationship and the Reciprocal Rote
• Reciprocal Role
• Account-Contact Relationship and the Reciprocal Role

It has been determined that integration with an external system is required, as the data needed by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparation for the data. Which two items should be configured?

• Objects and fields to store the data
• A flow to get the data into Salesforce
• A Lightning web component to restrict data from users
• An integration User and Integration Profile to enable the connection