Free Salesforce Financial-Services-Cloud Actual Exam Questions
The questions for this exam were last updated on January 7, 2026
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Question No. 1
[FSC Features and Functionality]
During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC)
solution for a business requirement that forces a customer to answer a number of assessment
questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?
During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC)
solution for a business requirement that forces a customer to answer a number of assessment
questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?
Select all that apply, then reveal solution.
Question No. 2
[Financial Accounts, Rollups, and Referrals]
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?
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?
Select one option, then reveal solution.
Question No. 3
[FSC Features and Functionality]
What does the Salesforce Admin have to install to provide users access to referral dashboards and
reports?
What does the Salesforce Admin have to install to provide users access to referral dashboards and
reports?
Select one option, then reveal solution.
Question No. 4
[Financial Accounts, Rollups, and Referrals]
Which of the following objects do support Group-Level Rollups?
Which of the following objects do support Group-Level Rollups?
Select all that apply, then reveal solution.
Question No. 5
[FSC Features and Functionality]
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 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?
Select one option, then reveal solution.
Question No. 6
[FSC Features and Functionality]
How should developers configure customized nodes for display in ARC?
How should developers configure customized nodes for display in ARC?
Select one option, then reveal solution.
Question No. 7
[FSC Data Model and Configuration]
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?
Select all that apply, then reveal solution.
Question No. 8
[FSC Features and Functionality]
A financial services company needs a custom field for reporting when relating two business accounts
to each other. Which object should the administrator configure the custom field on?
A financial services company needs a custom field for reporting when relating two business accounts
to each other. Which object should the administrator configure the custom field on?
Select one option, then reveal solution.
Question No. 9
[FSC Features and Functionality]
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the
relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two
reasons for this?
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the
relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two
reasons for this?
Select all that apply, then reveal solution.
Question No. 10
[FSC Data Model and Configuration]
Which two statements are true about Group Membership in Financial Services Cloud?
Which two statements are true about Group Membership in Financial Services Cloud?
Select all that apply, then reveal solution.
Question No. 11
[FSC Features and Functionality]
The investor relations director of a large insurance company just published a press release after the
company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce
Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?
The investor relations director of a large insurance company just published a press release after the
company's Quarterly Earnings Callto report about its digital transformation implementing Salesforce
Financial Services Cloud (FSC).
Which three value outcomes should the company's stakeholders expect?
Select all that apply, then reveal solution.
Question No. 12
[Action Plans and Workflows]
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the
clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the
clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)
Select all that apply, then reveal solution.
Question No. 13
[Financial Accounts, Rollups, and Referrals]
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 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?
Select all that apply, then reveal solution.
Question No. 14
[FSC Features and Functionality]
An investment bank client wants all its users to track client engagements with Interaction
Summaries. In addition, those call logs need to be shared with specialists in other lines of business so
they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these
business requirements?
An investment bank client wants all its users to track client engagements with Interaction
Summaries. In addition, those call logs need to be shared with specialists in other lines of business so
they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these
business requirements?
Select all that apply, then reveal solution.
Question No. 15
[FSC Features and Functionality]
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit
card usage, review account payables and discuss credit needs. The bank wants to ensure such
activities are tracked and exceptions are reported &followed up on in a timely manner. How can
Financial Services Cloud support these requirements?
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit
card usage, review account payables and discuss credit needs. The bank wants to ensure such
activities are tracked and exceptions are reported &followed up on in a timely manner. How can
Financial Services Cloud support these requirements?
Select one option, then reveal solution.