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 03, 2025

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Question 1

Which of these Object Types are part of the Financial Services Cloud Data Model (Select 3)

A : Packaged Objects

B : Marketing Objects

C : les or Service Objects

D : Standard Objects

E : tion Plan Objects

Answer: A,C,D

Question 2

When importing data, what happens if some records do NOT met the data validation criteria?

A : port process ignores the data validation criteria

B : port process aborts when it encounters the first invalid record

C : port process fails only for the records with invalid data.

D : port process requires user authorization to import the invalid records

Answer: C

Question 3

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A : ferral Approval Processes

B : telligent Need-Based Referrals and Scoring

C : nstein Referral Scoring for Financial Services Cloud

D : ferral Routing Rules

Answer: B

Question 4

Which of the following would be considered a Junction Object in Salesforce?

A : custom object that contains a lookup field to a standard object

B : o standard objects that have lookup relationship with each other

C : many-to-many relationship created with two master-detail relationship

D : many-to-many relationship created with two lookup relationships

Answer: C

Question 5

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 : eate a new Contact Reciprocal Role for the required value.

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

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

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

Answer: B

Page: 1 / 66

Total 330 Questions | Updated On: Jun 03, 2025

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