Most Recent Salesforce Financial-Services-Cloud Exam Dumps

Prepare for the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam exam with our extensive collection of questions and answers. These practice Q&A are updated according to the latest syllabus, providing you with the tools needed to review and test your knowledge.

QA4Exam focus on the latest syllabus and exam objectives, our practice Q&A are designed to help you identify key topics and solidify your understanding. By focusing on the core curriculum, These Questions & Answers helps you cover all the essential topics, ensuring you're well-prepared for every section of the exam. Each question comes with a detailed explanation, offering valuable insights and helping you to learn from your mistakes. Whether you're looking to assess your progress or dive deeper into complex topics, our updated Q&A will provide the support you need to confidently approach the Salesforce Financial-Services-Cloud exam and achieve success.

The questions for Financial-Services-Cloud were last updated on May 3, 2025.

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Question No. 1

[FSC Features and Functionality]

Permission setlicenses incrementally entitle users to access features that are not included in their user licenses. Which three Permission Set Licenses give users access to Financial Services Cloud features?

AFinancial Services Cloud Standard

BAction Plans

CLightning Scheduler Resource

DFSC Insurance

EMortgage

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Correct Answer: A, B, D

Question No. 2

[FSC Features and Functionality]

A financial services company has found that more than two-thirds of customer onboarding processes are manually done by client specialists, consuming large amounts of time and resulting in errors in the sales process. The company contacts a consultant to learn how to leverage Financial Services Cloud features to improve the current state.

What should the consultant consider from a customer onboarding perspective?

AIf the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Action Plan can be used to improve the current state.

BIf the company struggles with the low effi^ency oftracking required documents for its customers and creating templates for ^ checklists. Discovery Framework is recorrU^ided to improve the current state.

CIf the company struggles with the low efficiency of tracking required documents for its customersand creating templates for checklists, Action Plan is recommended to improve the current state.

DIf the company struggles with the low efficiency of collecting data in questionnaires and meeting compliance with the company policies. Discovery Frameworkcan be used to improve the current state.

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Correct Answer: A

Question No. 3

[FSC Features and Functionality]

Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order. However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.

What should a consultant recommend?

ACreate an after-save trigger to generate reminder tasks.

BUtilize Chatter notifications for reminders.

CUtilize Action Plan and Action INan Template.

DUtilize Financial Services Clouc flag Templates to flag missing items.

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Correct Answer: C

Question No. 4

[FSC Features and Functionality]

A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?

AFSC Standard

BFSC Basic

COmniStudio

DFSC Extension

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Correct Answer: A

Question No. 5

[Financial Accounts, Rollups, and Referrals]

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

ARBL calculations can notbe disabled when importing data into your Salesforce org.

BAn RBL rule displays summary calculations of financial account information, such as account balances.

CWhen you edit a financial account record or primary Group membership, the Rollup By Lookup(RBL) configuration updates the corresponding RBL summaries at the client and Group levels.

DRollups for multiple joint owners are not supported

ERollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

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Correct Answer: B, C, E

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