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Salesforce Financial-Services-Cloud Exam Sample Questions 2025

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21714 already prepared
Salesforce Spring 25 Release18-Sep-2025
171 Questions
4.9/5.0

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A. RBL calculations can not be disabled when importing data into your Salesforce org.

B. An RBL rule displays summary calculations of financial account information, such as account balances.

C. When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

D. Rollups for multiple joint owners are not supported

E. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

B.   An RBL rule displays summary calculations of financial account information, such as account balances.
C.   When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.
E.   Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

Explanation:

The functionality that Rollup By Lookup (RBL) can provide for rolling up customer data at the client and group levels are as follows:

An RBL rule displays summary calculations of financial account information, such as account balances, net worth, total assets, total liabilities, and so on1.

When you edit a financial account record or primary group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and group levels1.

Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals, and Opportunities on the client and group pages1. Verified References: 1

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

A. The Referral Score updated when a referral is convened to an Opportunity or closed.

B. The Referral Score updated when a lead is created using the referral record type.

C. The Referral Score updated when a referral is assigned from the queue to a user.

D. The Referral Score updated when an opportunity associated with the Referral is Closed Won

D.   The Referral Score updated when an opportunity associated with the Referral is Closed Won

Explanation:

The Referral Score is updated when an opportunity associated with the Referral is Closed Won. The Referral Score is a metric that measures the quality and quantity of referrals that a user creates or receives. The Referral Score is calculated as the number of referrals converted to opportunities divided by the total number of referrals. The Referral Score is displayed in the Referral Summary component on the user’s Home page or record page. The Referral Score is updated whenever a referral is converted to an opportunity or an opportunity is closed as won or lost. Verified References: : Salesforce Help Article 2 : Salesforce Help Article 4

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

A. Select Use FlexCard from the node Display tab to show the node in a FlexCar

B. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.

C. Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.

D. Reference the FlexCard in the Display properties of the custom ARC relationship graph.

D.   Reference the FlexCard in the Display properties of the custom ARC relationship graph.

Explanation:

To configure customized nodes for display in Actionable Relationship Center (ARC), developers should reference the FlexCard in the Display properties of the custom ARC relationship graph. A FlexCard is a tool that allows users to create custom user interfaces for displaying data from Salesforce or external systems using OmniScripts and Integration Procedures. A custom ARC relationship graph is a metadata type that defines the nodes and edges of a custom relationship graph for ARC. By referencing the FlexCard in the Display properties of the custom ARC relationship graph, developers can customize the look and feel of the nodes and display data from various sources on them.

A financial institution is concerned about contacting clients or sharing their data when they have requested not to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?

A. Integrate the Consent object with their Consent Platform to track it in Salesforce.

B. Hide the client's contact information and add an approval process for allowing a user to access it to contact the client.

C. Implement Consent Management for Financial Services Cloud.

D. Enable and implement the iate Regulation checkbox on the client record to track their request.

C.   Implement Consent Management for Financial Services Cloud.

Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce. Which method should the consultant use, according to best practices?

A. APEX classes

B. Streaming API

C. Data Raptor Extract

D. Integration Procedure

D.   Integration Procedure

Explanation:

Reference: [Reference: Integration Procedure | Vlocity Developer Docs, Explanation: An Integration Procedure is a feature of Vlocity that allows users to create and execute data integration tasks between Salesforce and external systems. An Integration Procedure can perform various operations, such as extract, transform, load, query, or update data from different sources and targets. An Integration Procedure can also invoke other Vlocity features, such as DataRaptors, OmniScripts, or Calculations., To implement a Flex Card for weather conditions in the console, the consultant should use an Integration Procedure that can do the following steps:, Query the weather API using an HTTP action and pass the account address as a parameter., Extract the relevant fields from the weather API response, such as temperature, humidity, precipitation, etc., Query the account field from Salesforce using a DataRaptor Extract action and pass the account ID as a parameter., Merge the weather API fields and the account field into a single data set using a List Merge action., Return the data set to the Flex Card using a Return action., , ]

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