Financial-Services-Cloud Dumps 2026 - New Salesforce Financial-Services-Cloud Exam Questions

Free Financial-Services-Cloud Braindumps Download Updated on Apr 16, 2026 with 172 Questions

Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is an important certification for professionals in the finance industry who use Salesforce. Salesforce Financial Services Cloud (FSC) Accredited Professional certification validates the skills and knowledge of professionals who use FSC to manage customer relationships, financial products, and services. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is a valuable credential that demonstrates a commitment to professional development and a dedication to staying current with the latest technologies and trends in the financial services industry.

Obtaining the Salesforce Financial Services Cloud (FSC) Accredited Professional Certification demonstrates a high level of expertise in the FSC platform, and can lead to increased career opportunities and higher salaries. It is also an indication to employers that the candidate has the skills and knowledge required to effectively manage the FSC platform, and can be trusted to implement and manage the platform in a professional and efficient manner.

The accreditation is globally recognized by employers and customers, demonstrating that the candidate has knowledge and skills in the use of the Salesforce platform for financial services. This accreditation offers a competitive advantage to Salesforce professionals working in the finance industry, providing an opportunity to stand out from their peers and stand out to potential employers. Passing the Salesforce Financial-Services-Cloud Accredited Professional Exam showcases a candidate's ability to meet the high standards required to excel in the finance industry.

 

NEW QUESTION # 21
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

• A. Action Plans
• B. Flows
• C. Workflow Rules/Process Builder
• D. Apex Tnggers on the task object

Answer: A

NEW QUESTION # 22
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)

• A. Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.
• B. Hank will be able to see the Action Plan Tasks assigned to him on his calendar.
• C. Hank will be able to see the Action Plan tasks on the related list of the Account page layout.
• D. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.

Answer: A,D

NEW QUESTION # 23
Where do you enable Enable Multiple Relationship Groups?

• A. Custom Settings
• B. Object Settings
• C. Lighting Page Editor

Answer: A

NEW QUESTION # 24
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. Rollups for multiple joint owners are not supported
• D. Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.
• E. 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.

Answer: B,D,E

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 Reference: 1

NEW QUESTION # 25
The Salesforce Administrator at Lake Tahoe Bank is asked at make modifications to the Salesforce org to allow for more than one people being joint owners on a Financial Account. What will be the recommended approach to model this requirement?

• A. Map additional owners using the Actionable Relationship Center.
• B. Map the primary owner and one joint owner to the Financial Account, because FSC, supports only two joint account owners.
• C. Map additional owners using the Financial Account Role.
• D. Create lookup fields on the Financial Account object to support additional owners

Answer: C

Explanation:
To model a requirement where more than one person can be joint owners on a Financial Account, the Admin can map additional owners using the Financial Account Role. The Financial Account Role is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. By using Financial Account Role, the Admin can add multiple owners to a Financial Account and specify their ownership percentage, primary status, and other details.

NEW QUESTION # 26
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's concern?

• A. Hide the client's contact information and add an approval process for allowing a user to access it to contact the client.
• B. Enable and implement the iate Regulation checkbox on the client record to track their request.
• C. Integrate the Consent object with their Consent Platform to track it in Salesforce.
• D. Implement Consent Management for Financial Services Cloud.

Answer: D

Explanation:
Explanation
Consent Management for Financial Services Cloud is a feature that helps financial institutions honor and respect their customers' wishes when they request only specific forms of contact from their company or opt-out of certain types of data-sharing. This feature helps institutions comply with the data protection and privacy regulations that apply to their company11. A consultant can suggest the following actions to implement Consent Management for Financial Services Cloud:
Set up tracking and storage of certain data privacy preferences: This involves creating data privacy records for customers who have opted out of certain types of communication or data-sharing, and selecting the appropriate options in the record to indicate their preferences12.
Use the Consent API: This is an API that lets users query, create, update, or delete consent records for customers who have given or withdrawn their consent for certain types of communication or data-sharing.
Protect your Salesforce organization: This involves setting up organization-wide sharing settings, encryption, field-level security, and other measures to ensure that only authorized users can access or modify customer data according to their consent preferences.
References:
Consent Management for Financial Services Cloud
Set Up Tracking and Storage of Certain Data Privacy Preferences
[Use the Consent API]
[Protect Your Salesforce Organization]

NEW QUESTION # 27
Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

• A. The opportunity participant records are not deleted.
• B. The share table records are deleted.
• C. All opportunity participant records are delete
• D. Share table records need to be manually deleted.

Answer: A,B

Explanation:
Explanation
The following things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private:
The share table records are deleted, which means that any sharing access granted by the opportunity participants is revoked.
The opportunity participant records are not deleted, which means that they still exist on the opportunity record and can be viewed by users who have access to the opportunity.

NEW QUESTION # 28
Universal Containers uses a custom field on the account object to capture the account credit status. The sales team wants to display the account credit status on opportunities.
Which feature should a system administrator use to meet the requirements?

• A. Cross-object formula field
• B. Roll-up summary field
• C. Look-up Field
• D. Workflow field update

Answer: A

NEW QUESTION # 29
Universal container has two sales groups; each group has its own unique sales process.
What is the best way to ensure that sales representatives have access to only the stages relevant to their sales process when working on opportunities?

• A. Record Types
• B. Roles
• C. Multi-Select Picklists
• D. Page Layouts

Answer: A

NEW QUESTION # 30
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?

• A. Implement Financial Service Cloud in the existing org (Brow Field).
• B. Implement Financial Service Cloud in a Trial org and convert the Trial org to production org.
• C. Implement Financial Service Cloud in a new org (Green Field) and redesign business capabilities in Ihe new org.
• D. Implement Financial Service Cloud in the existing org's Sandbox and then deploy to production org to mitigate the end-user impact

Answer: D

NEW QUESTION # 31
If two objects have a parent child relationship, how can a user access the child record from the parent record?

• A. Related list
• B. Custom link
• C. Lookup field
• D. Child field

Answer: A

NEW QUESTION # 32
A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

• A. Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.
• B. Create a Referral for the Banker for an Education Savings Account
• C. Create a Life Event for the birth of the child and a Referral for the Education Savings Account
• D. Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account
• E. Create two Life Events, one for the birth of the child and one for the Education Savings Account.

Answer: C,D

Explanation:
Explanation
The following steps should be taken by the Financial Advisor in Financial Services Cloud App to capture the information about opening an Education Savings Account for their client's first child:
Create a Life Event for the birth of the child and a Referral for the Education Savings Account. A Life Event is a construct in Financial Services Cloud that allows you to track significant events in your client's life that may affect their financial needs or goals. You can use Life Events to create a record for the birth of the child and link it to the client's account. A Referral is a construct in Financial Services Cloud that allows you to capture a customer need or interest and assign it to another advisor or line of business. You can use Referrals to create a record for the Education Savings Account and route it to the appropriate banker.
Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account. A Financial Goal is a construct in Financial Services Cloud that allows you to track your client's financial objectives and measure their progress towards achieving them. You can use Financial Goals to create a record for the Education Savings Account and associate it with the client's account and financial accounts. Verified References: : Salesforce Financial Services Cloud User Guide, page 29. : Salesforce Financial Services Cloud User Guide, page 30. : Salesforce Financial Services Cloud User Guide, page
33.

NEW QUESTION # 33
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

• A. Referral Routing Rules
• B. Referral Approval Processes
• C. Einstein Referral Scoring for Financial Services Cloud
• D. Intelligent Need-Based Referrals and Scoring

Answer: D

NEW QUESTION # 34
How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

• A. The Admin can customize the order of life events to be set in chronological order.
• B. The Admin can change the color of important life events to red.
• C. The user can change the color of important life events to red.
• D. The user can customize the order of life events to be set in chronological order

Answer: B

Explanation:
The Admin can change the color of important life events to red by using custom CSS in a Lightning App Builder theme layout component. This way, the agents can quickly scan the Life Events component and find the information they need without much effort. The color red can draw attention and indicate urgency or importance for certain life events.

NEW QUESTION # 35
The Actionable Relationship Center (ARC) is using the Association Type picklist to control the account-account relationships. Which three of the following names are Association Type picklist field values?

• A. Member
• B. Peer
• C. Trust
• D. Family
• E. Group

Answer: B,C,D

Explanation:
The following names are Association Type picklist field values:
Trust, which is a value that indicates that the accounts are related through a trust relationship.
Family, which is a value that indicates that the accounts are related through a family relationship.
Peer, which is a value that indicates that the accounts are related through a peer relationship.

NEW QUESTION # 36
A sales executive at Universal containers wants to be notified whenever high-value opportunities are created for hot accounts.
How should an administrator meet this requirement?

• A. Create an escalation rule based on the opportunity amount.
• B. Create a validation rule that evaluates the account rating
• C. Create the workflow rule on opportunity object.
• D. Create an auto-response rule on the opportunity amount.

Answer: C

NEW QUESTION # 37
Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadatatype and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?

• A. Einstein Relationship Insights
• B. Discovery Framework
• C. Custom Domain
• D. Lightning Experience for Financial Services Cloud

Answer: C

Explanation:
Reference: OmniScript Basics - Salesforce
Explanation: To use the OmniScript metadata type, the administrator should enable acustom domain in the Salesforce org. A custom domain is a unique URL that replaces the standard Salesforce domain (such as
https://yourcompany.my.salesforce.com) with a branded domain (such as https://yourcompany.force.com). A custom domain allows users to access OmniScripts and other Vlocity features from a web browser or a mobile app. A custom domain also provides enhanced security and performance for the org.
To enable a custom domain, the administrator needs to do the following steps:
From Setup, in the Quick Find box, enter My Domain, then select My Domain.
Enter a subdomain name and check its availability.
Click Register Domain.
After receiving an email confirmation that the domain is ready, click Deploy to Users.

NEW QUESTION # 38
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. Integration Procedure
• B. Data Raptor Extract
• C. Streaming API
• D. APEX classes

Answer: A

NEW QUESTION # 39
Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

• A. ARC displays up to 5 related lists that have a configured compact layout.
• B. The Association Type picklist controls the account-account relationship that display in the ARC.
• C. ARC is certified to work with Person Accounts and Individual Accounts.
• D. The Salesforce Admin has to create a permission set for granting access to the ARC - FSC Lightning component.
• E. To enable users to see the ARC, you will need to add the component for ARC to the page layout.

Answer: A,B,E

Explanation:
Explanation
The following statements are correct about the Actionable Relationship Center Manager (ARC):
To enable users to see the ARC, you will need to add the component for ARC to the page layout. The ARC is a Lightning component that can be added to any Lightning page that supports components, such as record pages, app pages, or Home pages. You can use the Lightning App Builder to drag and drop the ARC component to the desired location on the page layout.
ARC displays up to 5 related lists that have a configured compact layout. The ARC shows a graphical representation of the account-account relationships for a selected record, as well as related lists of other records that are associated with the account, such as contacts, financial accounts, or opportunities. The ARC can display up to 5 related lists at a time, and each related list must have a compact layout configured to show relevant fields.
The Association Type picklist controls the account-account relationship that display in the ARC. The Association Type picklist is a field on the Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend.
The ARC uses this field to filter and display the account-account relationships for a selected record. You can customize this picklist to add or remove values according to your business needs. Verified References: : Salesforce Help Article 3 : Salesforce Help Article 4 : Salesforce Help Article 5

NEW QUESTION # 40
Lake Tahoe Bank's System Administrator is implementing intelligent Need-Based Referrals in Salesforce. Referrals are modeled on the Lead object. Which three Lead features can the System Admin use for Intelligent Need-Based Referrals?

• A. Lead Approval
• B. Lead Routing
• C. Einstein Lead Scoring
• D. Lead Assignment Rules
• E. Web to-Lead

Answer: B,C,D

NEW QUESTION # 41
Which three insurance processes are managed by the Policy Administration component?

• A. Endorsements
• B. Commissions
• C. Underwriting
• D. Approvals
• E. Payments

Answer: A,D,E

Explanation:
The following insurance processes are managed by the Policy Administration component:
Payments: Payments are the amounts that a policyholder pays to an insurance company for a policy or a claim. You can use the Policy Administration component to manage the payment schedules, methods, and statuses for your policies and claims. You can also use the Policy Administration component to integrate with external payment systems and track the payment transactions and balances for your policies and claims.
Approvals: Approvals are the processes that an insurance company follows to review and authorize a policy or a claim. You can use the Policy Administration component to configure and automate the approval workflows, rules, and criteria for your policies and claims. You can also use the Policy Administration component to assign approvers, send notifications, and monitor the approval statuses and histories for your policies and claims.
Endorsements: Endorsements are the changes or modifications that a policyholder requests or an insurance company makes to a policy. You can use the Policy Administration component to manage the endorsement requests, types, and statuses for your policies. You can also use the Policy Administration component to update the policy details, coverages, premiums, or terms based on the endorsements for your policies. Verified Reference: : Salesforce Help Article [9] : Salesforce Help Article [10] : Salesforce Help Article [11]

NEW QUESTION # 42
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Salesforce Financial-Services-Cloud Exam Practice Test Questions: https://www.validexam.com/Financial-Services-Cloud-latest-dumps.html

Updated Certification Exam Financial-Services-Cloud Dumps - Practice Test Questions: https://drive.google.com/open?id=1fZuoW0L6WzHjr6OdRh_zh9jy9n0kKGa3