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: Aug 02, 2026

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Question 1

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A : Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company-s business relies on.

B : Beyond the preconfigured settings, evaluate whether they need advanced customizations

C : Enable and configure person accounts in FSC, and assign users with permission set licenses

D : Review the out-of-the-box capabilities and compare them to the company-s current needs.

E : Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes

Answer: A,B,D

Question 2

How can you relate an opportunity to a campaign? (2 answers)

A : Select the Primary Campaign Source for the Opportunity

B : Use the Campaign influence Related List on the Opportunity

C : Use the Campaign Hierarchy Related List on the Opportunity

D : You cannot relate an opportunity to a campaign

Answer: A,B

Question 3

What can be done with a workflow field update action? (2 answers)

A : Change the record type of a record

B : Update the value of a formula field

C : Apply a specific value to a field

D : Update the value of a field on a child object

Answer: A,C

Question 4

Which field settings can you control in the Page Layout Editor? (3 answers)

A : Dependent

B : Required

C : Controlling

D : Read only

E : Visible

Answer: A,B,D

Question 5

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

Page: 1 / 66

Total 330 Questions | Updated On: Aug 02, 2026

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