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: Jun 17, 2026

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Question 1

What benefits do Flows for FSC offer to support customer onboarding?

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

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

C : Flows enable customers to schedule appointment via customer communities, mobile apps, or websites.

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

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

Answer: B

Question 2

Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order. However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?

A : Create an after-save trigger to generate reminder tasks.

B : Utilize Chatter notifications for reminders.

C : Utilize Action Plan and Action INan Template.

D : Utilize Financial Services Clouc flag Templates to flag missing items.

Answer: C

Question 3

A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

A : Create a new Contact Reciprocal Role for the required value.

B : Update the Role picklist on the Account-Account Relationship object with new value.

C : Create a new Account Reciprocal Role for the required value.

D : Update the Role picklist on the Account-(?ontact Relationship object with new value.

Answer: B

Question 4

Financial Advisors can create a financial goal to track a client's progress toward major purchases, retirement

savings, or other life goals. Which statements are correct?

A : You can only create savings-oriented goals.

B : You can't create a goal for paying down a debt.

C : You can associate a goal with a specific financial account.

D : Financial Goals require the Financial Goals permission set to be visible to a user.

Answer: A,B

Question 5

A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing. Which three steps are needed to document this requirement following the discovery session?

A : Document the business process flows.

B : Design the solution using the Financial Services Cloud components.

C : Create a visual flow diagram.

D : Understand the journey!for the multiple personas involved in the process.

E : Determine the best e-sigTiature solution to use.

Answer: A,D

Page: 1 / 66

Total 330 Questions | Updated On: Jun 17, 2026

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