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: Oct 29, 2025

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Question 1

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 2

Which of these statements are true for Rollups in Financial Services Cloud?

A : Rollups are done at both the client and group levels

B : All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level

C : Activities can not be rolled up on the activity timeline at group/household level.

Answer: B

Question 3

Our Personal Banker Hank Burton wants to encourage his customers to provide required documents for a loan application. He creates Document Checklist Items that help his customers to manage file uploads to speed up loan approval. For which of the following records does Salesforce support Document Checklist Items out of the box?

A : Contact

B : Lead

C : Account

D : Residential Loan Application

E : Opportunity

Answer: A,C,D

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

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

Page: 1 / 66

Total 330 Questions | Updated On: Oct 29, 2025

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