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Salesforce Financial Services Cloud Sample Questions:
01. How does multi-language configuration support FSC implementations?
a) By enabling user interfaces to support multiple languages.
b) By automating translation workflows.
c) By standardizing communication templates.
d) By configuring all KPIs in the local language.
02. What are essential activities for configuring security settings in FSC?
(Choose two)
a) Automating role assignments for all users.
b) Mapping security roles to data access requirements.
c) Validating security configurations against compliance standards.
d) Standardizing security templates across environments.
03. During the discovery phase, what is a key activity when assessing the current state business architecture?
a) Determining gaps between current processes and FSC capabilities.
b) Migrating legacy data to Salesforce.
c) Automating all data entry processes.
d) Configuring user permissions and roles.
04. When configuring the Lead object in FSC, what should be considered?
a) Automating lead conversion without validation.
b) Mapping leads to external systems.
c) Aligning it with existing Salesforce workflows.
d) Standardizing all lead data fields.
05. What are critical considerations when configuring the Actionable Relationship Center (ARC)?
(Choose two)
a) Ensuring the ARC is aligned with user workflows.
b) Validating data used for relationship insight.
c) Standardizing ARC templates across all departments.
d) Automating the creation of all household relationships.
06. When implementing FSC, what is the primary goal of the initial setup?
a) Setting up the Actionable Relationship Center (ARC).
b) Configuring report templates.
c) Installing FSC components and setting up the environment.
d) Migrating legacy data.
07. Why is it important to consider the customer’s hierarchical structure in FSC?
a) To ensure all users have access to KPIs.
b) To configure Territory Management and other features accordingly.
c) To standardize templates for all users.
d) To automate workflows across departments.
08. Which activities are important when building reports and dashboards in FSC?
(Choose two)
a) Standardizing all dashboards to use the same fields.
b) Automating the creation of reports for all user groups.
c) Mapping data sources accurately to dashboard components.
d) Ensuring dashboards reflect Success Criteria defined during discovery.
09. Why is it important to validate the relationship hierarchy in FSC during the design phase?
a) To automate workflow configurations.
b) To ensure alignment with Territory Management and security requirements.
c) To enable multi-currency support in the Salesforce environment.
d) To configure user permissions automatically.
10. Which steps are critical when designing a data migration strategy?
(Choose two)
a) Automating all data transformation workflows.
b) Configuring Salesforce roles and permissions.
c) Mapping legacy data to the FSC data model.
d) Ensuring data integrity and accuracy.
Answers:
Question: 01
Answer: a |
Question: 02
Answer: b, c |
Question: 03
Answer: a |
Question: 04
Answer: c |
Question: 05
Answer: a, b |
Question: 06
Answer: c |
Question: 07
Answer: b |
Question: 08
Answer: d |
Question: 09
Answer: b |
Question: 10
Answer: c, d |
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