Free Salesforce Financial-Services-Cloud Practice Test & Real Exam Questions

Exam Code/Number: Financial-Services-Cloud
Exam Name/Title: Salesforce Financial Services Cloud (FSC) Accredited Professional
Certification Provider: Salesforce
Corresponding Certification: Accredited Professional

Exam Questions: 172
Updated On: Aug 16, 2026

Question #15

Which of the following statements are correct when creating Financial Goals?

A. Users can associate a goal with a specific Financial Account.

B. Users can only create savings oriented goals.

C. Users require the Financial Goals permission set to works with Financial Goals

D. Users can create goals for paying down debt

Discussion 0

Correct Answer: D Vote an answer

Question #16

A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

A. Create and assign the Cuslhm Field Set permission set to all users.

B. Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.

C. Create a new type of person account so trust group details roll down to the beneficiaries level.

D. Assign the Custom Field Set To a Lightning component.

E. Assign the Custom Field Set to the Financial Summary component.

Discussion 0

Correct Answer: B,D,E Vote an answer

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Question #17

Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

A. Create a custom Person Account hierarchy to link duplicate client records.

B. Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.

C. Link individuals using related contacts to link duplicate client records

D. Create custom components to provide a single view of the client.

E. Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.

Discussion 0

Correct Answer: B Vote an answer

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Question #18

Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A. Add the Business record type to the Group record type mapper

B. Link multiple owners to the business entity as a Group

C. Enable Relationship Group Hierarchy in Custom Metadata

D. Capture the majority owner as parent account using Account hierarchy

E. LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner

Discussion 0

Correct Answer: A,B,E Vote an answer

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Question #19

Which three record type options should an advisor configure for a Lead object configuration?

A. Opportunity

B. Referral

C. Retirement Planning

D. General

E. Adjustments

Discussion 0

Correct Answer: B,C,D Vote an answer

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Question #20

Which three referral metrics aretracked with custom components included in Financial Services Cloud?

A. Web to Lead Referrals

B. Referrals Assigned to me

C. My Top Referrers

D. My Approved Referrals

E. Expressed interests

Discussion 0

Correct Answer: B,C,E Vote an answer

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Question #21

A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?

A. Record alert categories are not required when creating a record alert, but they help keep alerts organized.

B. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.

C. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.

D. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.

Discussion 0

Correct Answer: B Vote an answer

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Question #22

A consultant is working with a new customer and has gained a firm understanding of their business processes and systems in preparation for implementing Salesforce Financial Services Cloud.
What should the consultant create as a deliverable for the current state business process?

A. A Powerpoint deck wftJscreenshots of the current systems and callouts towhat is happening on each slide

B. An Excel spreadsheet with steps of the process as rows, and systems and personas in columns

C. An end-to-end visualjmap of the process using personas, systems, inputs, and outcomes

D. Word document telling the story of the process from the user's perspective

Discussion 0

Correct Answer: C Vote an answer

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Question #23

A financial institution is concerned about contacting clients or sharing their data when they have requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the institution'sconcern?

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

B. Implement Consent Management for Financial Services Cloud.

C. Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.

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

Discussion 0

Correct Answer: B Vote an answer

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Question #24

A wealth management firm is looking to start tracking its clients' hobbies for marketing purposes in Salesforce. Which Financial Services Cloud feature is most suitable for this?

A. Topics

B. Interest Tags

C. Engagement Topics

D. Alerts

Discussion 0

Correct Answer: B Vote an answer

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Question #25

A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. Theagent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A. Integration Procedure

B. OmniStudio Action Document Generation

C. DataRaptor

D. Calculation Procedure

Discussion 0

Correct Answer: B,C Vote an answer

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Question #26

The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A. Purchase one license of Financial Services Cloud and install it in a production org.

B. Spin up a Salesforce sandbox org.

C. Request a 30-day Financial Services Cloud trial org

D. Request a Salesforce developer org.

Discussion 0

Correct Answer: C Vote an answer

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Question #27

What are the three building blocks of Flow Orchestration?

A. Blocks

B. Processes

C. Stages

D. Work Items

E. Steps

Discussion 0

Correct Answer: C,D,E Vote an answer

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Question #28

Which of the following objects do support Group-Level Rollups?

A. Action Plans

B. Tasks

C. Financial Accounts

D. Opportunities

E. Alerts

Discussion 0

Correct Answer: A,C,D Vote an answer

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