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Infosys Certified Salesforce Financial Services Cloud Consultant

Practice with real exam-pattern questions for Infosys Certified Salesforce Financial Services Cloud Consultant. Each question includes a detailed explanation to help you understand the concept, not just memorise the answer. Try 10 questions free — no login required.

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10 Infosys Certified Salesforce Financial Services Cloud Consultant practice questions with answers

Real Lex exam-pattern multiple-choice questions for the Infosys Certified Salesforce Financial Services Cloud Consultant certification. Each question includes the correct answer. The full question bank is available to Premium members.

  1. Question 1

    Which of the following is not a valid financial account role? Select all that apply.

    • TrusteeCorrect
    • BAccountant
    • CTeller
    • DGrantor
    • EAdmin
  2. Question 2

    How many members can be added to a household?

    • TwoCorrect
    • BTen
    • CAs many as required
    • DFive
  3. Question 3

    How is Financial Services Cloud specialized for the financial services industry?

    • Helps in closing sales deals faster.Correct
    • BHelps in viewing information of all your customers at one place for an advisor.
    • CHelps in increasing personal profit for an advisor.
    • DSupports rollups of financial information of your groups and households.
  4. Question 4

    Which of the following objects is used to store stock information?

    • SecuritiesCorrect
    • BHoldings
    • CFinancial Goal
    • DRevenue
  5. Question 5

    Where can an advisor view custom fields for policy term and total premium and a customized view of insurance policyholders?

    • Financial HoldingsCorrect
    • BFinancial Account Summary
    • CInsurance Console
    • DNone of the options
  6. Question 6

    Which of the following is a valid profile that can be given to financial advisors?

    • AdvisorCorrect
    • BFinancial Service Cloud
    • CFinancial Service Cloud User
    • DNone of the options
  7. Question 7

    Which of the following is not a valid FSC permission set?

    • AdvisorCorrect
    • BTeller
    • CPersonal Banker
    • DReferrer
  8. Question 8

    Which of the following is not a valid reciprocal role?

    • Lawyer / clientCorrect
    • BHusband / wife
    • COrganization / proprietor
    • DAccountant / client
  9. Question 9

    How do we call customer needs in referral object?

    • Expressed NeedsCorrect
    • BCustomer Interests
    • CExpressed Interests
    • DPersonal Interests
  10. Question 10

    How many primary groups can be added per customer?

    • Only oneCorrect
    • BAs many as necessary
    • CTwo primary groups
    • DNo limit
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