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Stay Ahead with Latest IND330 Salesforce CDP Accredited Professional Practice Test Questions 2026

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Total 330 Questions | Updated On: Oct 25, 2026

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Question 1

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A : Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company-s business relies on.

B : Beyond the preconfigured settings, evaluate whether they need advanced customizations

C : Enable and configure person accounts in FSC, and assign users with permission set licenses

D : Review the out-of-the-box capabilities and compare them to the company-s current needs.

E : Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes

Answer: A,B,D

Question 2

Personal Banker Hank Burton receives a call from the client Rachel Adams. Rachel can't access her checking account details. What FSC feature that links customers, financial accounts, or households to specify issues should Hank use to report this issue?

A : Activities

B : Service Requests

C : Relationship Builder and Map

D : Cases & Alerts

Answer: D

Question 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?

A : Create an after-save trigger to generate reminder tasks.

B : Utilize Chatter notifications for reminders.

C : Utilize Action Plan and Action INan Template.

D : Utilize Financial Services Clouc flag Templates to flag missing items.

Answer: C

Question 4

Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box?

A : Contact

B : Lead

C : Account

D : Residential Loan Application

E : Opportunity

Answer: A,C,D

Question 5

Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

A : An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.

B : Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.

C : The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels

D : Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules

E : RBL rules do not require a lot of processing power.

Answer: A,C,D

Page: 1 / 66

Total 330 Questions | Updated On: Oct 25, 2026

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