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: Dec 16, 2025

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Question 1

The Actionable Relationship Center can display which of the following relationships in the tree pane? Select 3 answers.

A : Account-Account Relationships

B : Any Related List for the selected object record

C : Up to 5 Related Lists for an Account Record

D : Account-Contact Relationships

E : Up to 5 Related Lists for a non-Account Record

Answer: A,D

Question 2

Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

A : The Person Account Record Type on the Account Object

B : The Person Account Record Type on the Contact Object

C : The Person Account Object

Answer: C

Question 3

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

A : FSC Packaged Objects

B : FSC Marketing Objects

C : Sales or Service Objects

D : FSC Standard Objects

E : Action Plan Objects

Answer: A,C,D

Question 4

What option is available when scheduling a dashboard refresh? (2 answers)

A : Define refresh times for specific dashboard components

B : View and remove a scheduled dashboard refresh

C : Schedule the dashboard to refresh in different time zones

D : Send a refresh notification to users with access to the dashboard.

Answer: B,D

Question 5

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

Page: 1 / 66

Total 330 Questions | Updated On: Dec 16, 2025

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