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 29, 2025

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Question 1

Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an

accurate summary of their client's financial data as clients often change households. Sam wants to give his

financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

A : Create a custom object to track the client-s financial data

B : Use Process Builder to create a workflow to summarize data at the Person Account level

C : Set client-s financial data to be rolled up using Primary Group feature

Answer: C

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

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 4

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 5

Cumulus Bank has implemented Compliant Data Sharing in Financial Services Cloud. Which two things happen when an opportunity record that has opportunity participants with associated share table entries is set to Private?

A : The share table records are deleted.

B : Share table records need to be manually deleted.

C : All opportunity participant records are delete

D : The opportunity participant records are not deleted.

Answer: A,D

Page: 1 / 66

Total 330 Questions | Updated On: Oct 29, 2025

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