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: Oct 26, 2026

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Question 1

A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer's relationships. What is a possible cause for this?

A : The portfolio manager has not been given the permissions that enable users to view and manage ARC

B : The portfolio manager does not have access to the Lightning page that has the ARC component added

C : The portfolio manager does not have access to the account records that he is trying to create for.

D : The ARC Component has not been added to the page layout

Answer: A

Question 2

Which field settings can you control in the Page Layout Editor? (3 answers)

A : Dependent

B : Required

C : Controlling

D : Read only

E : Visible

Answer: A,B,D

Question 3

Which accounts are automatically synchronized on Salesforce classic

A : Accounts that the users own

B : All recently accessed accounts

C : Accounts selected with the sync button

D : Any account created in the last 30 days

Answer: B

Question 4

Cumulus Bank has branches in multiple countries that are required to report in local currency, while the

corporate headquarters office wishes to see reports in a single currency (the corporate currency).

Which solution should a consultant recommend to meet these requirements?

A : Set the default currency for head office and have the regions download their reports to Excel and convert them manually.

B : Use a third party from AppExchange add-on to implement currency conversions.

C : Enable multiple currencies and advanced currency management, and set a corporate currency for the corporate headquarters office.

D : Allow users to set their preferred currency in their profile and design reports that convert currencies for the user running the report.

Answer: C

Question 5

The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.

A : Account-Account Relationships

B : Any Related List for the selected object record

C : Up to 5 Related Lists for an Account Record

D : Account-Contact Relationships

E : Up to 5 Related Lists for a non-Account Record

Answer: A,D

Page: 1 / 66

Total 330 Questions | Updated On: Oct 26, 2026

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