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, 2025
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Question 1

Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box?


Answer: A,C,D
Question 2

Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?


Answer: B,C,E
Question 3

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?


Answer: A
Question 4

What can be done with a workflow field update action? (2 answers) 


Answer: A,C
Question 5

What is an option when customizing a report? (3 answers) 


Answer: A,B
Page:    1 / 66      
Total 330 Questions | Updated On: Jan 27, 2025
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