[May 13, 2026] Financial-Services-Cloud Sample with Accurate & Updated Questions
Financial-Services-Cloud Exam Info and Free Practice Test | VCETorrent
Salesforce Financial Services Cloud is a comprehensive platform designed specifically for financial service providers. It enables users to manage their clients, accounts, and financial products all in one place. The FSC Accredited Professional certification exam is designed to test your knowledge of this platform's features and capabilities. You will be tested on topics such as managing client relationships, financial products and services, and regulatory compliance. You will also be tested on your ability to configure, customize, and integrate the Financial Services Cloud platform to meet specific business needs.
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.
Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is designed for professionals who work in the financial services industry and want to demonstrate their expertise in using Salesforce's Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is ideal for financial advisors, wealth managers, and other financial professionals who use Salesforce as their primary customer relationship management (CRM) tool. Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam tests the candidate's knowledge of the Financial Services Cloud features, including client onboarding, financial planning, investment management, and compliance management.
NEW QUESTION # 94
Universal Containers uses Web-to-Case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password".
What does the administrator need to configure to meet this requirement?
- A. Support settings
- B. Auto-response rule
- C. Email-to-case
- D. Validation rule
Answer: B
NEW QUESTION # 95
Which three record type options should an advisor configure for a Lead object configuration?
- A. General
- B. Retirement Planning
- C. Referral
- D. Adjustments
- E. Opportunity
Answer: A,B,C
NEW QUESTION # 96
The Lake Tahoe Bank Salesforce Admin is planning to migrate data into the new Financial Services Cloud org. The Admin can control whether Rollup By Lookup (RBL) rules or record rollups are queried and calculated. Before initiating data insert or update operations, the Admin wants to disable rollups to speed up data loading. Where in Salesforce would the Admin temporarily disable rollups to accelerate uploads?
- A. Object Settings
- B. App Manager
- C. Custom Settings
- D. Company Settings
Answer: C
NEW QUESTION # 97
Omni Script represents processes with fast, personalized, and consistent responses. This type extends the metadata type and inherits its full name field. To use the Omni Script metadata type, what should the administrator enable in the Salesforce org?
- A. Lightning Experience for Financial Services Cloud
- B. Custom Domain
- C. Einstein Relationship Insights
- D. Discovery Framework
Answer: B
NEW QUESTION # 98
A feature that captures, refers, routes, and prioritizes customer needs across business lines
- A. Referrals
- B. Expressed Interest
- C. Report
- D. Opportunity
Answer: A
NEW QUESTION # 99
A consulting firm is asked to add Events and Milestones to a Lightning record page to give financial advisors deeper insights into their customers' lives.
What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?
- A. Single event types
- B. Once-in-a-Lifetime event types
- C. Unique event types
- D. Special event types
Answer: C
Explanation:
Explanation
To enable advisors to capture Once-in-a-Lifetime events and prevent users from accidentally creating more than one event of such an event type, the consultant should configure Unique event types. Unique event types are event types that can only be created once for each contact or individual, such as birth, death, or marriage.
By using Unique event types, the consultant can ensure that advisors can capture important life events for their customers and avoid duplication or inconsistency.
NEW QUESTION # 100
What relationship can be selected in a custom report type where accounts is the primary object and contacts is the related object? (2 Answers)
- A. Each contact may or may or may not have a related account.
- B. Each account must not have related contacts
- C. Each account must have a related account
- D. Each account may or may not have related contacts.
Answer: C,D
NEW QUESTION # 101
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?
- A. Flow for Financial Service Cloud is not available for the Individual Object Model.
- B. Use Field Level Security on Milestones
- C. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
- D. The Flow users require a Flow Permission Set License.
Answer: A,B
Explanation:
The following considerations should be reviewed before implementing Flow for customer onboarding:
Use Field Level Security on Milestones, which is a setting that controls whether users can view and edit fields on records. The Admin should use Field Level Security to restrict access to the Milestones field on the Flow Template object, which is used to track the progress of customer onboarding flows2.
Flow for Financial Service Cloud is not available for the Individual Object Model, which is an alternative data model that uses the Individual object instead of Person Accounts to store information about people. Flow for Financial Service Cloud only supports Person Accounts as the primary object for customer onboarding flows2. Verified Reference: 2
NEW QUESTION # 102
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm's annual client review process. What steps should the Admin take to make that change?
- A. Clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template.
- B. Set the Action Plan Template to "Inactive" and then make changes to the template, as necessary.
- C. Edit the published Action Plan Template directly.
Answer: A
Explanation:
To update an existing, published Action Plan Template, the Admin should clone the existing Action Plan Template and make any necessary changes on the new Action Plan Template. This is because published Action Plan Templates cannot be edited directly or set to inactive4. Cloning an Action Plan Template creates a copy of it with a new name and ID, which can then be modified and published4. Verified Reference: 4
NEW QUESTION # 103
Permission set licenses incrementally entitle users to access features that are not included in their user licenses. Which three Permission Set Licenses give users access to Financial Services Cloud features?
- A. Action Plans
- B. Lightning Scheduler Resource
- C. FSC Insurance
- D. Financial Services Cloud Standard
- E. Mortgage
Answer: A,C,D
Explanation:
The following Permission Set Licenses give users access to Financial Services Cloud features:
Financial Services Cloud Standard: This license enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL)1.
Action Plans: This license enables user access to the Action Plans feature, which allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed2.
FSC Insurance: This license enables user access to the Insurance feature, which allows users to manage insurance policies and claims for clients. This license also provides access to some Insurance objects such as Policy, Claim, Coverage Type, Policy Product, Policy Product Offering. Verified Reference: 12
NEW QUESTION # 104
Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future. Which of the following statements are correct?
- A. Life Events can not be displayed on the Household level of the Account Record.
- B. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.
- C. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.
- D. When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.
Answer: B,D
NEW QUESTION # 105
Which three referral metrics are tracked with custom components included in Financial Services Cloud?
- A. Referrals Assigned to me
- B. Web to Lead Referrals
- C. My Top Referrers
- D. Expressed interests
- E. My Approved Referrals
Answer: A,C,D
Explanation:
Explanation
The following referral metrics are tracked with custom components included in Financial Services Cloud:
Expressed interests: This metric shows the number of referrals that have a specific expressed interest, such as a mortgage, a credit card, or a checking account. You can use this metric to understand the customer needs and interests that generate the most referrals.
My Top Referrers: This metric shows the top referrers who have created referrals for you, ranked by the number of referrals and the conversion rate. You can use this metric to identify and appreciate your best sources of business.
Referrals Assigned to me: This metric shows the number of referrals that are assigned to you and their status, such as New, In Progress, or Closed. You can use this metric to monitor and manage your referral pipeline and prioritize your follow-up actions. Verified References: : Salesforce Financial Services Cloud User Guide, page 40. : Salesforce Financial Services Cloud User Guide, page 41. : Salesforce Financial Services Cloud User Guide, page 42.
NEW QUESTION # 106
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?
- A. Use the Opportunity object to capture the deal data and use Compliant Data Sharing to grant the analyst access.
- B. Use the Financial Deal object to captu^* y^ deal data anc* use Compliant Data Sharing to grant the analyst access.
- C. Use the Opportunity object to capture the deal data and use manual sharing to grant the analyst access.
- D. 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.
Answer: D
Explanation:
To build the required sharing model for sensitive deal data, the consultant should 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. The Financial Deal object is a custom object in Financial Services Cloud that allows you to track and manage complex deals that involve multiple parties, products, and stages. You can use the Financial Deal object to store sensitive deal information, such as deal name, amount, status, or participants. You can also use restriction rules to limit the visibility of Financial Deal records based on criteria such as role, profile, or ownership. Restriction rules can override the organization-wide default sharing settings and block user access to records that they would otherwise be able to see through the Role Hierarchy or other sharing mechanisms. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2
NEW QUESTION # 107
A financial servicescompany must add details to the default business hours record. For company-wide holidays, the company wants the option to skip non-work days in Action Plan when setting task completion dates.
What should the administrator configure to meet the requirement?
- A. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
- B. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
- C. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non- work days to skip.
- D. Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.
Answer: D
Explanation:
To skip non-work days in Action Plan when setting task completion dates, the administrator should configure the day without business hours, as it is considered a non-work day, even if the day is a recurring holiday. This means that the administrator should leave the start and end time fields blank for any day that is not a working day, such as Saturday or Sunday. Action Plans will then automatically omit those days when calculating the task completion dates based on the business hours1. Recurring holidays are not considered by Action Plans when determining the non-work days to skip2.
References:
SetBusiness Hours
Set Up Company-wide Holidays
NEW QUESTION # 108
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. Link individuals using related contacts to link duplicate client records
- B. Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
- C. Create custom components to provide a single view of the client.
- D. Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
- E. Create a custom Person Account hierarchy to link duplicate client records.
Answer: D
Explanation:
Explanation
A Relationship Group is a construct in Financial Services Cloud that allows you to model complex and dynamic relationships between clients and accounts. You can use Relationship Groups to link duplicate client records and create a consolidated view of their financial data, activities, and interactions. You can also use Relationship Groups to sync data between Salesforce and the source system using external IDs and integration tools. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 67.
NEW QUESTION # 109
What type of customization can be done on Activities? (Tasks and Events) (3 answers)
- A. Validation Rules
- B. Custom Fields
- C. Assignment Rules
- D. Field Tracking
- E. Workflow Rules
Answer: A,B,D
NEW QUESTION # 110
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. The agent 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. DataRaptor
- B. Integration Procedure
- C. OmniStudio Action Document Generation
- D. Calculation Procedure
Answer: A,C
Explanation:
The following OmniStudio tools should be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool that allows users to create documents from templates and data sources using OmniScripts and Integration Procedures. By using OmniStudio Action Document Generation, the consultant can create a document template with placeholders for the contact and address information and generate a PDF file from it using an OmniScript.
DataRaptor, which is a tool that allows users to extract and transform data from Salesforce or external systems using Integration Procedures. By using DataRaptor, the consultant can create a data source that retrieves the contact and address information from Salesforce and maps it to the document template placeholders.
NEW QUESTION # 111
The Salesforce Administrator for Lake Tahoe Bank is receiving a report that a members Financial Account Balances are not adding up to the Financial Summary field in the related Household. Which two steps should the admin take to troubleshoot the issue?
- A. Ensure RollUpByLookup Configuration is Active
- B. Ensure the reported Household is the Primary Group for the member
- C. Ensure that the member is the Primary Member in that Household
- D. Ensure a RollUpByLookup batch job is scheduled to run every 15 mins.
- E. Ensure the Primary Group flag in the Account record is checked.
Answer: A,B
Explanation:
To troubleshoot the issue of Financial Account Balances not adding up to the Financial Summary field in the related Household, the Admin should take the following steps:
Ensure RollUpByLookup Configuration is Active, which is a custom setting that enables or disables the Rollup By Lookup (RBL) feature. RBL is a feature that allows users to aggregate data from financial accounts and display it at the client and group levels1.
Ensure the reported Household is the Primary Group for the member, which is a field on the Account object that indicates whether an account is the primary group for a contact or an individual. The primary group determines which financial summary fields are displayed on the contact or individual page2. Verified Reference: 12
NEW QUESTION # 112
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?
- A. Salesforce is yet to roll out Chatter for the Action Plan object.
- B. Admin users have to be assigned the Action Plans permission set.
- C. Chatter has to be enabled for Action Plans via Chatter settings in setup.
- D. Feedtracking has to be enabled for the Action Plan object.
Answer: D
Explanation:
Feed tracking has to be enabled for the Action Plan object in order to add a Chatter component to the Action Plan Lightning record page. Feed tracking allows you to see updates on records in Chatter feeds. You can enable feed tracking for custom objects, such as Action Plan, from the setup menu. Once feed tracking is enabled, you can add Chatter components, such as Feed or Publisher, to the record page using the Lightning App Builder.References: [Feed Tracking], [Chatter Components]
NEW QUESTION # 113
What object do you use to model a client in Financial Services Cloud?
- A. Person Account
- B. Create a custom object
- C. Contact
- D. Account
Answer: A
NEW QUESTION # 114
During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding CDS?
- A. Role Hierarchy-based sharing is disabled by default in CDS.
- B. In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
- C. A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administrator take to configure the Financial Account object and the Account Lightning record page to meet the design? - D. Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.
- E. Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
Answer: A,D,E
NEW QUESTION # 115
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