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Salesforce Financial-Services-Cloud Questions - Perfect Exam Preparation [2025]
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The FSC Certification Exam consists of multiple-choice questions designed to test a candidate's knowledge and understanding of various financial services concepts and Salesforce Financial Services Cloud features. Financial-Services-Cloud Exam covers topics such as financial planning, investment management, client relationship management, and regulatory compliance. To pass the exam and earn the FSC Accredited Professional Certification, candidates must demonstrate their proficiency in all these areas. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is a valuable credential for financial services professionals seeking to advance their careers and demonstrate their expertise in managing financial services on the Salesforce platform.
Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q10-Q15):
NEW QUESTION # 10
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?
- A. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
- B. Use Process Builder to create a workflow to summarize data at the Person Account level.
- C. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
- D. Create a custom obiect to track client's financial data
Answer: C
NEW QUESTION # 11
What step is required to give users access to the Financial Services Cloud Commercial Banking features?
- A. Update Industries Settings to give users access to the Commercial Banking Console Lightning app.
- B. Update the user profiles to give users access to Financial Services Cloud objects
- C. Install the Commercial Banking Managed Package
- D. Assign permission sets to give users access to the Commercial Banking Console Lightning app.
Answer: D
NEW QUESTION # 12
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. Lightning Scheduler Resource
- B. Financial Services Cloud Standard
- C. Action Plans
- D. FSC Insurance
- E. Mortgage
Answer: B,C,D
NEW QUESTION # 13
A financial services company needs to capture a new type of referral that has different required fields than what is currently configured inthe org.
Which three steps should the administrator take to configure Financial Services Cloud correctly based on the scenario?
- A. Create a new referral record type mapper record.
- B. Create a new record type Referral' on the Lead object.
- C. Create a custom Referral object.
- D. Update the lead page layout.
- E. Assign the record type to users.
Answer: B,D,E
Explanation:
The following steps should be taken by the administrator to configure Financial Services Cloud correctly based on the scenario:
Assign the record typeto users. You need to assign the new record type to the user profiles or permission sets that need to create or access referrals of that type. You can assign record types by going to Setup > Profiles > Object Settings > Leads > Record Types or Setup > Permission Sets > Object Settings > Leads > Record Types.
Create a new record type Referral' on the Lead object. You need to create a new record type on the Lead object and name it Referral. You can use this record type to distinguish referrals from other types of leads and apply different page layouts, business processes, or validation rules for referrals.
Update the lead page layout. You need to update the page layout for the Referral record type and add or remove fields according to the requirements. You canalso make some fields required or read-only on the page layout level. You can edit page layouts by going to Setup > Object Manager > Lead > Page Layouts. Verified References: : Salesforce Help Article 3 : Salesforce Help Article [4] : Salesforce Help Article [5]
NEW QUESTION # 14
Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of their clients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?
- A. Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
- B. Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
- C. Grant users access to the Financial Account object with permission set
- D. Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object to Public Read/Write'.
Answer: B,C
NEW QUESTION # 15
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