Salesforce Financial-Services-Cloud practice materials Questions Answers

Exam Code:
Financial-Services-Cloud
Exam Name:
Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam
Last Update:
Jun 01,2026

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Page: 1 / 34
Total Questions: 170

Questions & Answers PDF

• Question 1

  

  Which three related lists are visible within the Actionable Relationship Center associated with the Account object?

  • Household Financial Accounts
  • Cases
  • Client Financial Goals
  • Financial Holdings
  • Notes and Attachments

  Reveal Answer Answer: A,B,C Next Question

• Question 2

  

  Users at Lake Bank have been creating multiple events for once in a lifetime event such as birth. What should an Administrator do to prevent users from accidentally creating more than one event of such an event type?

  • Create an Apex trigger that will prevent the saving of multiple one-time events
  • Select the Unique checkbox on the picklist value for the Event Type field on the Person Life Event object
  • Remove user’s ability to create one-time events
  • Create a validation rule that will stop the user if they attempt to add multiple one-time events.

  Reveal Answer Answer: D Next Question

• Question 3

  

  Which step is required to give a group of users access to a Financial Deal?

  • Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.
  • Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.
  • Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,
  • Update Industries Settings to give users access to the Financial Dew object.

  Reveal Answer Answer: C Next Question

• Question 4

  

  A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month. What should the administrator do as part of the preparation for the data migration process?

  • The administrator can ask the business manager on the investment bank team to review the file directly.
  • After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons/analysis.
  • As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.
  • To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.

  Reveal Answer Answer: D Next Question

• Question 5

  

  A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection. What is the reason for this?

  • Feed tracking has to be enabled for the Action Plan object.
  • Chatter has to be enabled for Action Plans via Chatter settings in setup.
  • Salesforce is yet to roll out Chatter for the Action Plan object.
  • Admin users have to be assigned the Action Plans permission set.

  Reveal Answer Answer: A Next Question

• Question 6

  

  A corporate investment banking associate at Cumulus Capital works with a trusted analyst to create pitch books, analyze market data, and generate reports. The banking associate is looking to capture sensitive deal information in Salesforce. They wish to share the deal information with the trusted analyst only, without giving access to Salesforce users up the management chain in the Role Hierarchy. What should a consultant do in Salesforce to build the required sharing model for sensitive deal data?

  • Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
  • Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
  • Use the Financial Deal object to capture the deal data and use restriction rules to block user access above the banking associate in the Role Hierarchy.
  • Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.

  Reveal Answer Answer: C Next Question

• Question 7

  

  A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees. How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

  • Create an Account sharing rule based on record owner.
  • Create Account sharing rules based on criteria.
  • Create a Financial Account sharing rule based on record owner.
  • Create a Financial Account sharing rule based on criteri

  Reveal Answer Answer: D Next Question

• Question 8

  

  A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals. What should the administrator do to set up the new record types?

  • Create custom fields on the Person Account object.
  • Configure Individual Record Type Mapper" custom metadata.
  • Create a record type on the Contact object.
  • Enable "Use Person Account" custom setting.

  Reveal Answer Answer: B Next Question

• Question 9

  

  What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

  • Account-Account Relationship
  • Contact-Contact Relationship and the Reciprocal Rote
  • Reciprocal Role
  • Account-Contact Relationship and the Reciprocal Role

  Reveal Answer Answer: B Next Question

• Question 10

  

  A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is. Which solution should a consultant suggest the client explore?

  • A Marketing Cloud integration to manage client communications
  • An APEX solution to leverage the SendMail capabilities of Salesforce
  • Process Builder to create automatl&Socument requests for missing items
  • The Send Documents flow for Retail Banking

  Reveal Answer Answer: D Next Question

Page: 1 / 34
Total Questions: 170

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