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: Sep 25, 2026

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Question 1

Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A : Add the Business record type to the Group record type mapper

B : Capture the majority owner as parent account using Account hierarchy

C : Leverage Groups to capture the majority owner and Account hierarchy to capture minority owner

D : Enable Relationship Group Hierarchy in Custom Metadata

E : Link multiple owners to the business entity as a Group

Answer: A,C

Question 2

The support group at universal container wants agents to capture different information for product support and inquiry cases. In addition, the lifecycle for product support cases should have more steps than the lifecycle for inquiry cases. What feature should an administrator use to meet the requirement? (3 answers)

A : Permission sets

B : Record Types

C : Support processes

D : Page layouts

E : Field-level Security

Answer: B,C,D

Question 3

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

A : Import process ignores the data validation criteria

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

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

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

Answer: C

Question 4

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

A : Add a filter

B : Summarize fields

C : Schedule a refresh time

D : Add a gauge component

E : Add a grouping

Answer: A,B

Question 5

Which step is required to give a group of users access to a Financial Deal?

A : Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

B : Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

C : Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

D : Update Industries Settings to give users access to the Financial Dew object.

Answer: C

Page: 1 / 66

Total 330 Questions | Updated On: Sep 25, 2026

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