Free Salesforce Financial-Services-Cloud Exam Questions

Become Salesforce Certified with updated Financial-Services-Cloud exam questions and correct answers

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Total 330 Questions | Updated On: Jan 27, 2026

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Question 1

The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud. What is the best way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

A : Request a 30-day Financial Services Cloud trial org

B : Request a Salesforce developer org.

C : Purchase one license of Financial Services Cloud and install it in a production org.

D : Spin up a Salesforce sandbox org.

Answer: A

Question 2

What are three examples of proper use of Financial Goals?

A : Measure progress toward paying off a Mortgage.

B : Tracking money saved each year to pay for a vacation, depending on destination and budget.

C : Displaying the current amount and percentage of target value for a College Savings Account.

D : Displaying the amount and percentage of the remaining balance for an Auto Loan.

E : Measure progress toward a down payment amount for a new home.

Answer: A,B,C

Question 3

What benefits do Flows for Financial Services Cloud offer to support customer onboarding?

A : Flows enable customers to schedule appointments via customer communities, mobile apps. or websites.

B : Flows provide step-by-step guidance for common service requests, such as change of address, or change of beneficiary, without the need to * navigate to different screens.

C : Flows systematically capture and visualize important customer Life Events to drive more personalized and need-based engagements.

D : Flows enable customers to book appointments with the nght specialist at the right time and place through self-service scheduling

E : Flows enable customers to schedule appointments via customer communities, motxie apps. or websites.

Answer: A,B

Question 4

Universal Containers uses a custom field on the account object to capture the account credit status. The sales

team wants to display the account credit status on opportunities.

Which feature should a system administrator use to meet the requirements?

A : Look-up Field

B : Roll-up summary field

C : Workflow field update

D : Cross-object formula field

Answer: D

Question 5

A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. It is Tuesday and it is

now 5.01 PM.

Which behavior of the application should the user expect?

A : The user will be logged out and any unsaved work-in-progress will be lost

B : The user will be logged out and any unsaved work-in-progress will be saved

C : The user will be able to continue working and start new sessions

D : The user will be able to continue working, but will be unable to start any new sessions

Answer: D

Page: 1 / 66

Total 330 Questions | Updated On: Jan 27, 2026

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