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: Mar 13, 2026

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Question 1

What Actions can you take from Life Event card? Select all that apply!

A : Create Opportunity

B : Create Case

C : Request Record Approval

D : Create Lead and Referral

Answer: A,B,D

Question 2

Which dashboard component can display data from the summary rows of reports? (2 answers)

A : Chart

B : Metric

C : Table

D : Gauge

Answer: A,C

Question 3

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

Question 4

Sales representatives at universal containers should not be able to create leads, delete their own accounts, or send mass emails How can an administrator meet these requirements?

A : Modify a standard profile.

B : Create a custom profile.

C : Change the organization-wide default settings.

D : Create a sharing rule.

Answer: B

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: Mar 13, 2026

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