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Salesforce Financial Services Cloud Exam Questions

Exam Name: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam
Exam Code: Financial Services Cloud
Related Certification(s): Salesforce CDP Accredited Professional Certification
Certification Provider: Salesforce
Number of Financial Services Cloud practice questions in our database: 170 (updated: Nov. 14, 2024)
Expected Financial Services Cloud Exam Topics, as suggested by Salesforce :
  • Topic 1: Key Financial Services Business Challenges: This topic covers the major challenges faced by financial services organizations. These challenges include regulatory compliance, customer loyalty crisis, rise of tech-savvy competitors, and isolated data and outdated systems.
  • Topic 2: Financial Services Data Model and Console: It focuses on the data model and console specific to the Financial Services Cloud, which enables efficient management of financial data and client relationships.
  • Topic 3: Relationship Builder and Map: The topic explores the Relationship Builder and Map features of the Financial Services Cloud, which facilitate the visualization and management of complex client relationships and networks.
  • Topic 4: Person and Account Relationship: This topic examines the relationship between individuals and accounts in the Financial Services Cloud. This relationship is crucial for understanding client profiles and providing personalized services.
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Major

4 hours ago
Whew! FSC AP exam done and dusted. Pass4Success materials were a lifesaver for quick studying.
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Ahmed

5 days ago
I successfully passed the Salesforce FSC Accredited Professional exam, and the Pass4Success practice questions were a big help. One question that caught me off guard was about Financial Services Cloud concepts. It asked to explain the difference between a Financial Account and a Financial Goal within FSC. Even though I was unsure, I managed to pass.
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Jerlene

21 days ago
The Salesforce FSC Accredited Professional exam was tough, but I passed it with the help of Pass4Success practice questions. A question that puzzled me was related to implementation and configuration. It asked about the steps to configure Financial Services Cloud for a new financial institution, including data migration and customization. Despite my doubts, I passed the exam.
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Kasandra

1 months ago
I am thrilled to have passed the Salesforce FSC Accredited Professional exam, and the Pass4Success practice questions played a significant role. One tricky question was about implementing life events. It asked how to configure the system to automatically trigger actions based on significant life events like marriage or retirement. Even though I was unsure, I managed to get through the exam.
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Chauncey

1 months ago
Pass4Success really came through for my Salesforce FSC AP prep. Exam was tough, but I nailed it!
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Viva

2 months ago
The exam tests your knowledge of FSC's integration capabilities. Be prepared to describe how FSC can integrate with external financial systems.
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Bobbie

2 months ago
Passing the Salesforce FSC Accredited Professional exam was a great achievement for me, thanks to the Pass4Success practice questions. A challenging question I encountered was about managing platform administration. It inquired about the best practices for setting up user roles and permissions to ensure data security and compliance. Although I wasn't entirely sure of the answer, I still succeeded.
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Lynelle

2 months ago
Just cleared the FSC AP exam! Pass4Success was invaluable. Final tip: Know how to use FSC's wealth management features for high-net-worth individuals and family offices.
upvoted 0 times
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Arminda

2 months ago
I recently passed the Salesforce Financial Services Cloud (FSC) Accredited Professional exam, and I must say, the Pass4Success practice questions were incredibly helpful. One of the questions that stumped me was about developing relationship data models. It asked how to best represent a complex family structure within FSC, including multiple generations and various types of relationships. Despite my uncertainty, I managed to pass the exam.
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Rolland

2 months ago
Just passed the Salesforce FSC AP exam! Thanks Pass4Success for the spot-on practice questions. Saved me so much time!
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Kayleigh

3 months ago
Passing the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam was a great achievement for me, and I attribute my success to using Pass4Success practice questions. The exam covered topics such as key financial services business challenges and the financial services data model and console. One question that I recall was related to isolated data and outdated systems in financial services organizations. Despite some uncertainty, I passed the exam successfully.
upvoted 0 times
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Krissy

4 months ago
My exam experience for the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam was successful, thanks to Pass4Success practice questions. The exam focused on the financial services data model and console specific to the Financial Services Cloud. One question that I remember was related to managing financial data and client relationships efficiently using the data model and console. Although I had some doubts, I was able to pass the exam.
upvoted 0 times
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In

5 months ago
Passed the Salesforce FSC AP exam with flying colors! Pass4Success's question bank was invaluable. Efficient and effective!
upvoted 0 times
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Leota

5 months ago
I recently passed the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam with the help of Pass4Success practice questions. The exam covered key financial services business challenges such as regulatory compliance and customer loyalty crisis. One question that stood out to me was related to the rise of tech-savvy competitors in the financial services industry. Despite being unsure of the answer, I managed to pass the exam.
upvoted 0 times
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Roslyn

5 months ago
Successfully cleared the Salesforce FSC AP exam! Pass4Success's practice tests were a game-changer. Quick prep, great results!
upvoted 0 times
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Melodie

5 months ago
Compliance and regulatory features were a significant part of the exam. You might encounter questions about implementing and monitoring compliance rules in FSC. Make sure to understand how FSC helps maintain regulatory compliance in different financial scenarios. Pass4Success really helped me prepare efficiently for this challenging exam!
upvoted 0 times
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Delsie

5 months ago
Salesforce FSC AP certification achieved! Pass4Success's exam questions were a lifesaver. Prepared me perfectly in no time!
upvoted 0 times
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Maryann

5 months ago
Just passed the Salesforce FSC AP exam! Pass4Success's practice questions were spot-on. Grateful for the quick and effective prep!
upvoted 0 times
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Eloise

6 months ago
Understanding the technical aspects of the Financial Services Cloud platform, including customization, integration with other systems, and data management, can be daunting.
upvoted 1 times
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Sophia

6 months ago
While using Pass4Success practice tests for the Financial Services Cloud exam, I encountered technical glitches. However, the support team promptly assisted me, ensuring a smooth study experience.
upvoted 1 times
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Charlotte

6 months ago
To pass the exam, focus on mastering client onboarding processes, financial account management techniques, compliance regulations, data security measures, and leveraging Salesforce FSC for effective client relationship management.
upvoted 1 times
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Loreta

6 months ago
Wow, aced the Salesforce FSC AP exam! Thanks Pass4Success for the relevant practice material. Saved me so much time!
upvoted 0 times
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Free Salesforce Financial Services Cloud Exam Actual Questions

Note: Premium Questions for Financial Services Cloud were last updated On Nov. 14, 2024 (see below)

Question #1

While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

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Correct Answer: B, D

To ensure the correct profiles and permissions for an API integration between Salesforce and a risk control system, the consultant should do the following steps:

Create a dedicated Integration User that will be used to authenticate and authorize the API calls between Salesforce and the risk control system. The Integration User should have a unique username, password, and security token that are not shared with other users or systems. The Integration User should also have the minimum permissions and access settings required to perform the integration tasks.

Create a new custom profile and ensure API Only is selected. The API Only option restricts the user from logging in to the Salesforce user interface, but allows the user to access the Salesforce API. The custom profile should also have the appropriate object permissions, field-level security, record types, page layouts, and other settings that are relevant for the integration. The custom profile should be assigned to the Integration User.


Question #2

An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

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Correct Answer: A

A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.


[Insurance Flow Templates]

[Customize Insurance Flows]

Question #3

Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

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Correct Answer: B, C, D

The Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package provide preassembled flows that can be utilized to automate common financial services processes. The types of preassembled flows are:

Retail Banking flows: These flows enable retail banking customers to perform various self-service tasks, such as activating or closing a card, ordering checks, updating communication preferences, disputing transactions, and more1.

Insurance flow: This flow allows insurance customers to initiate the first notification of loss (FNOL) for an insurance policy2.

Mortgage flow: This flow helps mortgage customers to capture their financial information, such as assets, liabilities, income, and expenses, as part of the financial discovery process3.


Financial Services Cloud Flows

Lightning Flow for Financial Services

Retail Banking Flows

Insurance Flow

Mortgage Flow

Question #4

The system administrator team at a retail consumer bank just received data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.

In what order should the Salesforce objects be uploaded during an FSC data migration?

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Correct Answer: A

The order of uploading Salesforce objects during an FSC data migration is important to ensure data integrity and avoid errors. The recommended order is:

Accounts and contacts: These are the core objects that store the basic information about the customers and their relationships.They should be uploaded first to establish the foundation for the FSC data model4.

Financial accounts: These are the custom objects that store the financial information about the customers, such as balances, interest rates, fees, and transactions.They should be uploaded after the accounts and contacts, and linked to them using lookup fields5.

Account groups and households: These are the custom objects that group the accounts and contacts based on common attributes or relationships, such as family members or business partners.They should be uploaded after the financial accounts, and linked to them using junction objects6.


Financial Services Cloud Data Model

Data Migration Best Practices

Accounts and Contacts

Financial Accounts

Account Groups and Households

Question #5

A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission.

Which two permission sets should be cloned to create this new permission set and give access to interest tags?

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Correct Answer: A, B

The Access Interest Tags for Financial Services Cloud permission is included in two permission sets that are provided by FSC:

FSC Foundations permission set: This permission set grants access to the core features of FSC, such as financial accounts, account groups, households, goals, referrals, and interest tags7.

FSC Extension permission set: This permission set grants access to additional features of FSC that extend beyond the core functionality, such as action plans, relationship groups, relationship maps, client tasks, client notes, and interest tags8.

To create a new FSC permission set that includes the Access Interest Tags for Financial Services Cloud permission, either of these permission sets can be cloned and modified as needed.


FSC Foundations Permission Set

FSC Extension Permission Set

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