Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam
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Exam Code
Financial-Services-Cloud
Exam Name
Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam
Questions
168 Questions Answers With Explanation
Update Date
July 16, 2026
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What Is the Financial-Services-Cloud Certification Exam?
The Financial-Services-Cloud certification exam is a standardized assessment designed to measure a candidate's knowledge, competencies, and practical understanding within a defined professional field. It serves as the primary requirement for earning the Accredited Professional, a credential that represents a recognized level of proficiency in its respective industry. Depending on the field, this may involve theoretical knowledge, applied problem-solving, regulatory understanding, or hands-on procedural competence.
The exam is typically developed and maintained by an accrediting body or professional organization that sets the standards for the Accredited Professional. This ensures that anyone who earns the credential has met a consistent benchmark, regardless of where they studied or gained their experience. For many professionals, the Financial-Services-Cloud Certification Exam represents a formal checkpoint in their career, one that confirms readiness to take on greater responsibility within their chosen field.
Why the Accredited Professional Certification Matters?
Certifications like the Accredited Professional exist because industries need a reliable way to verify competence beyond a resume or a job title. Earning this credential signals to employers, clients, and colleagues that a professional has invested time in building a structured foundation of knowledge and has been evaluated against an established standard.
Beyond individual recognition, the Accredited Professional certification often supports broader professional development. It can influence hiring decisions, contribute to internal advancement, or serve as a prerequisite for more specialized roles within the field. In many industries, certifications also help standardize expectations across organizations, making it easier for professionals to move between employers or sectors while carrying a credential that is widely understood and respected.
Who Should Take the Financial-Services-Cloud Exam?
The Financial-Services-Cloud exam is generally relevant to individuals who are either entering a field or looking to formalize skills they have already developed through experience. This can include early-career professionals seeking a credential to support their first steps into the industry, as well as experienced practitioners who want official recognition of knowledge gained on the job.
Students preparing to enter the workforce may also pursue the Financial-Services-Cloud exam as a way to strengthen their qualifications before graduating or applying for their first roles. In some fields, employers actively encourage or require staff to pursue this certification as part of ongoing professional development, particularly in industries where standards, safety, or compliance play a significant role in daily responsibilities.
Knowledge and Skills Evaluated in the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam
The Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam is built to evaluate both foundational knowledge and the practical judgment needed to apply that knowledge in real situations. Candidates are generally expected to understand core principles and terminology relevant to their field, along with the reasoning behind established procedures, standards, or best practices.
Depending on the industry, this may include understanding regulatory requirements, following established protocols, applying analytical or technical methods, or exercising sound judgment in situations that require careful decision-making. Rather than testing isolated facts in a vacuum, the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam tends to reward candidates who can connect concepts to realistic scenarios, reflecting the kind of thinking expected in day-to-day professional practice.
Preparing for the Financial-Services-Cloud certification exam becomes more effective when using high-quality and up-to-date study materials. MyCertsHub provides resources designed to help candidates build knowledge, practice consistently, and become familiar with the actual exam format.
How to Prepare for the Financial-Services-Cloud Certification Exam?
Effective preparation for the Financial-Services-Cloud certification exam usually begins with a clear understanding of the exam's objectives and structure. Reviewing official guidelines or documentation published by the certifying body provides the most accurate picture of what will be covered and how heavily different areas are weighted.
From there, many candidates benefit from building a structured study plan that breaks preparation into manageable sections over a set period of time. A well-organized Financial-Services-Cloud Study Guide can help sequence this material logically, especially for those approaching a topic for the first time. Consistent review, paired with realistic practice, tends to produce better retention than concentrated last-minute studying.
Practical experience, where applicable to the field, also plays an important role in preparation. Working through Financial-Services-Cloud Practice Questions and a Financial-Services-Cloud practice test can help candidates identify gaps in their understanding and become familiar with the format and pacing of the actual exam. In fields where hands-on skill is assessed, supplementing study with real-world practice or supervised experience often makes the difference between recognizing correct information and genuinely understanding it.
Benefits of Earning the Accredited Professional Certification
Successfully earning the Accredited Professional certification offers benefits that extend well beyond passing a single exam. It provides documented proof of competence that can be referenced on a resume, professional profile, or internal performance review, offering a clear, third-party validation of skill and knowledge.
The credential can also strengthen professional credibility when working with clients, patients, stakeholders, or colleagues who may not be positioned to evaluate technical or specialized knowledge directly. Over time, this recognition often contributes to expanded career opportunities, whether through new responsibilities, higher-level roles, or eligibility for additional certifications that build on this foundational credential.
Prepare for the Financial-Services-Cloud Exam with MyCertsHub
Preparing for the Financial-Services-Cloud exam is a process that benefits from organized, consistent effort rather than rushed, last-minute review. MyCertsHub is designed to support that process by offering study resources, practice materials, and educational content that help candidates understand what the Salesforce Financial Services Cloud (FSC) Accredited Professional (AP-208) Exam covers and how to approach their preparation thoughtfully.
Whether someone is just beginning to explore the Accredited Professional or is in the final stages of reviewing material before their exam date, MyCertsHub aims to serve as a dependable resource throughout that journey. Every candidate's path to certification looks a little different, and the goal remains the same: to provide clear, genuinely useful information that supports real understanding of the subject matter.
The Actionable Relationship Center (ARC) is using the Association Type picklist to controlthe account-account relationships. Which three of the following names are AssociationType picklist field values?
A. Member B. Group C. Trust D. Family E. Peer
Answer: C,D,E
Explanation:
The following names are Association Type picklist field values:
Trust, which is a value that indicates that the accounts are related through a trust
relationship.
Family, which is a value that indicates that the accounts are related through a
familyrelationship.
Peer, which is a value that indicates that the accounts are related through a peer
relationship.
Question # 2
An insurance company wants to create a car insurance quote process for its website. Theprocess should include the following functionality:• The user has to enter contact and address information.• The user has to enter the driver's age and the car model and year.• Theprocess should calculate an insurance quote based on the data the customerprovided and save the offer to the client's record.Which three OmniStudio tools should the consultant use to design a solution that meetsthese requirements?
A. OmniScripts B. Integration Procedures C. FlexCards D. APEX Code E. Business Rules Engine
Answer: A,B,E
Explanation:
The following OmniStudio tools should be used to design a solution that meets the requirements for creating a car insurance quote process for the website:
OmniScripts,which are tools that allow users to create guided, interactive, and
intuitive scripts that capture data and execute actions. By using OmniScripts, the
consultant can create a script that guides the user through the car insurance quote
process and capturesthe contact and address information, the driver’s age, and
the car model and year.
Integration Procedures, which are tools that allow users to orchestrate data and
actions across multiple systems using RESTful APIs. By using Integration
Procedures, the consultant can create a procedure that calls the core system
service to calculate an insurance quote based on the data provided by the user
and returns the quote to the OmniScript.
Business Rules Engine, which is a tool that allows users to define business logic
and validation rules using natural language expressions. By using Business Rules
Engine, the consultant can create rules that validate the data entered by the user
and enforce any business policies or conditions for the car insurance quote
process.
Question # 3
A consultant is configuring a demo for a customer but cannot create new residential loanapplication records. What is prohibiting the consultant from creating a new residential loan application?
A. The Residential Loan Application flow was not enabled in the setup. B. The administrator did not enable "Allow Mortgage Access" inSetup. C. The user does not have "Mortgage User" checked in their user record. D. The administrator did not assign the Mortgage permission set to the user.
Answer: D
Explanation:
The administrator did not assign the Mortgage permission set to the user. The
Mortgagepermission set is required to access the Residential Loan Application object and
its related objects, such as Loan Application Form, Loan Assessment, and Loan Product.
Without this permission set, the user cannot create, edit, or view residential loan application
records. The administrator can assign the Mortgage permission set to the user from the
user detail page in Setup.References: [Mortgage Permission Set], [Residential Loan
Application Object]
Question # 4
How are identification documents, other assets, liabilities, goals, and revenue modeled, inan existing Financial Services Cloud org using the individual account model?
A. An administrator is logged in to DataLoader with their own credentials to insert newBusiness Account records into their Salesforce environment. They forget to specify theAccount Owner field in the import file. B. Assuming there are no other issues, what should happen when the administratoruploadsthe import file?The Attachment object is used to represent other assets, liabilities, and goals. In theindividual model, these attachments are related to the Account object. C. Custom obiects are used to represent other assets, liabilities, and goals. In the individualmodel, these objects are related to the Account oJ Nj. D. Document, Note, and Attachment objects are used to represent other assets, liabilities,and goals. In the individual model, these objects are related to the person account.
Answer: B
Explanation:
In an existing Financial Services Cloud org using the individual account model, custom
objects are used to represent other assets, liabilities, and goals. These objects are related
to the Account object via lookup relationships. For example:
The Other Asset object is used to represent non-financial assets owned by an
account holder, such as real estate properties, vehicles, or jewelry.
The Other Liability object is used to represent non-financial liabilities owed by an
account holder, such asmortgages, loans, or taxes.
The Financial Goal object is used to represent financial objectives pursued by an
account holder, such as retirement planning, education funding, or debt reduction.
Verified References: : Salesforce Help Article [10] : Salesforce Help Article [11] :
Salesforce Help Article [12]
Question # 5
A consultant is working with a new customer and has gained a firm understanding of theirbusiness processes and systems in preparation for implementing Salesforce FinancialServices Cloud.What should the consultant create as a deliverable for the current state business process?
A. Word document telling the story of the process from the user's perspective B. An Excel spreadsheetwith steps of the process as rows, and systems and personas incolumns C. An end-to-end visualjmap of the process using personas, systems, inputs, andoutcomes D. A Powerpoint deck wftJscreenshots of the current systems and callouts to what ishappening oneach slide
Answer: C
Explanation:
To document the current state business process for implementing Salesforce Financial
Services Cloud, the consultant should create an end-to-end visual map of the process
using personas, systems, inputs, and outcomes. A visual map isa tool that can help
illustrate the flow of a business process from start to finish, showing the steps, decisions,
and dependencies involved in each stage. A visual map can also include personas,
systems, inputs, and outcomes to provide more context and detail for each step of the
process. Personas are fictional characters that represent the different roles or users that
participate in or interact with the process. Systems are the tools or applications that are
used to perform or support the process. Inputsare the data or information that are required
or provided for each step of the process. Outcomes are the results or outputs that are
achieved or delivered by each step of the process. Verified References: : Salesforce Help
Article 3 : Salesforce Help Article [4]
Question # 6
Our Personal Banker Hank Burton wants to encourage his customers to providerequireddocuments for a loan application. He creates Document Checklist Items that helphis customers to manage file uploads to speed up loan approval. For which of the followingrecords does Salesforce support Document Checklist Items out of the box? (ChooseThree)
A. Contact B. Lead C. Account D. Residential Loan Application E. Opportunity
Answer: C,D,E
Explanation:
The following records support Document Checklist Items out of the box in Financial
Services Cloud:
Account: An Account is a record that represents a person or anorganization that
has a business relationship with your company. You can use Document Checklist
Items to request and track documents from your account holders, such as identity
proofs, tax forms, or contracts.
Residential Loan Application: A Residential Loan Application is a record that represents a request for a loan to purchase or refinance a residential property. You
can use Document Checklist Items to request and track documents from your loan
applicants, such as income statements, credit reports, or property appraisals.
Opportunity: An Opportunity is a record that represents a potential sale or deal for
your products or services. You can use Document Checklist Items to request and
track documents from your opportunity owners, such as proposals, quotes,or
agreements. Verified References: : Salesforce Help Article 2 : Salesforce Help
Article 3 : Salesforce Help Article 4
Question # 7
The system administrator team at a retail consumer bank just received data migrationinstructions and guidance on Data Loader from their Salesforce architect to upgrade theexisting Service Cloud org to a Financial Services Cloud (FSC) org.In what order should the Salesforce objects be uploaded during an FSC data migration?
A.1. Accounts and contacts2. Financialaccounts3. Account groups and households B.1. Financial accounts2. Accounts and contacts3, Account groups C.1. Accounts and contacts2. Households3. Financial accounts D.1. Households2. Financial accounts3. Person accounts
Answer: A
Explanation:
The order of uploading Salesforce objects during an FSC data migration is important to ensure data integrity and avoid errors. The recommended order is:
Accounts and contacts: These are the core objects that store the basic information
about the customers and their relationships. They should be uploaded first to
establish the foundation for the FSC data model4.
Financial accounts: These are the custom objects that store the financial
information about the customers, such as balances, interest rates, fees, and
transactions. They should be uploaded after the accounts and contacts, and linked
to them using lookupfields5.
Account groups and households: These are the custom objects that group
theaccounts and contacts based on common attributes or relationships, such as
family members or business partners. They should be uploaded after the financial
accounts, and linked to them using junction objects6.
References:
Financial Services Cloud Data Model
Data Migration Best Practices
Accounts and Contacts
Financial Accounts
Account Groups and Households
Question # 8
How can the Salesforce Admin change the configuration to summarize Financial Goals atthe household level?
A. Add a custom Rollup By Lookup (RBL) rule. B. Financial Goalscan not be summarized at the household level. C. Create a formula field and add it to the Account page layout D. Update the selection in "Activities & Objects to Roll Up' to indude Financial Goals
Answer: D
Explanation: To change the configuration to summarizeFinancial Goals at the household
level, you need to update the selection in “Activities & Objects to Roll Up” to include
Financial Goals. This option is available in Setup > Financial Services Settings > Activities
& Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for
Financial Goals, which display the total number of goals, completed goals, and completion
percentage of all the goals that belong to a group. Verified References: : Salesforce
A consulting firm is asked to add Events and Milestones to a Lightning record page to givefinancial advisors deeper insights into their customers' lives.What should the consultant configure to enable advisors to capture Once-in-a-Lifetimeevents and, at the same time, prevent users from accidentally creating more thanone event of such an event type?
A. Once-in-a-Lifetime event types B. Special event types C. Single event types D. Unique event types
Answer: D
Explanation:
To enable advisors to captureOnce-in-a-Lifetime events and prevent users from
accidentally creating more than one event of such an event type, the consultant should
configure Unique event types. Unique event types are event types that can only be created
once for each contact or individual, such as birth, death, or marriage. By using Unique
event types, the consultant can ensure that advisors can capture important life events for
their customers and avoid duplication or inconsistency.
Question # 10
Which three referral metrics aretracked with custom components included in FinancialServices Cloud?
A. Web to Lead Referrals B. Expressed interests C. My Top Referrers D. My Approved Referrals E. Referrals Assigned to me
Answer: B,C,E
Explanation:
The following referral metrics are tracked withcustom components included in Financial
Services Cloud:
Expressed interests: This metric shows the number of referrals that have a specific
expressed interest, such as a mortgage, a credit card, or a checking account. You
can use this metric to understandthe customer needs and interests that generate
the most referrals.
My Top Referrers: This metric shows the top referrers who have created referrals
for you, ranked by the number of referrals and the conversion rate. You can use
this metric to identify andappreciate your best sources of business.
Referrals Assigned to me: This metric shows the number of referrals that are
assigned to you and their status, such as New, In Progress, or Closed. You can
use this metric to monitor and manage your referral pipeline and prioritize yourc follow-up actions. Verified References: : Salesforce Financial Services Cloud User
Salesforce Financial Services Cloud User Guide, page 42.
Question # 11
A retail bank is using Financial Services Cloud to support its operations.The bank hasreceived complaints that its clients' documentation is often submitted late and when clientscall, customer service agents are struggling with multiple systems to determine where thedocumentation is.Which solution should a consultant suggestthe client explore?
A. A Marketing Cloud integration to manage client communications B. An APEX solution to leverage the SendMail capabilities of Salesforce C. Process Builder to create automatl&Socument requests for missing items D. The Send Documents flow for Retail Banking
Answer: D
Explanation:
The solution that the consultant should suggest the client explore to improve its clients’
documentation submission and tracking is the Send Documents flow for Retail Banking.
The Send Documents flow for Retail Banking is aprebuilt flow that allows users to send
documents requests to clients via email and track the status of the requests in FSC. The
flow uses DocuSign eSignature integration to enable clients to sign and return documents
electronically. By using the Send Documents flow for Retail Banking, the consultant can
help the client streamline and simplify its document management process and improve its
customer service agents’ efficiency
Question # 12
During a Financial Services Cloud implementation at an insurance company, a consultantneeds to design a broker data model for the broker web portal. The given requirements are:1. Brokers are treated individually, even if they are associated with the same company.2. Brokers should never have access to other brokers' data.3. Brokers can nominate their assistants to access the broker portal.4. An assistant can sometimes work for multiple brokers.Which two considerations should the consultant consider regarding the data model?
A. The Broker Assistant should be modeled as a Contact. Then, leverage Contact toMultiple Account features if this assistant needs to work for multiple brokers. B. Brokers should be modeled as Contact and the Broker company should be modeled asAccount, even if they're a legal entity '-' individually. C. Brokers need to be modeled as Account and Contact individually, as each broker is alegal entity in Salesforce. Then, use a Group 1-1 Account to model their company. D. The Broker Assistant should be modeled as a Contact. Then, use Contact to Contactassociation if they need work for multiple D Brokers.
Answer: A,C
Explanation:
The followingconsiderations should be considered regarding the data model for the broker
web portal:
The Broker Assistant should be modeled as a Contact. Then, leverage Contact to
Multiple Account features if this assistant needs to work for multiple brokers. This
is because Contacts are records that represent individuals who are associated
with an account. By using Contacts, the consultant can capture the personal
information of the broker assistants and relate them to their employers. By using
Contact to Multiple Accounts features, the consultant can enable a contact to have
relationships with multiple accounts and specify different roles and start and end
dates for each relationship.
Brokers need to be modeled as Account and Contact individually, as each broker
is a legal entity in Salesforce. Then, use a Group to model their company. This is
because Accounts are records that represent business entities or organizations
that are involved in business transactions with your company. By using Accounts,
the consultant cancapture the business information of each broker and treat them
as legal entities in Salesforce. By using Contacts, the consultant can capture the
personal information of each broker and relate them to their accounts. By using
Groups, which are records thatrepresent collections of accounts or contacts that
share financial goals or characteristics, the consultant can model the broker
company and associate multiple brokers with it
Question # 13
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement FinancialServices Cloud. Their Salesforce Admin is considering whether to use a new Salesforceorg or upgrade the existing org. Which three of the considerations below indicate that anew Salesforce org is the better choice9
A. The bank wants to use this project as an opportunity toretire customization B. The current implementation is using a product-centric view and the bank wants to moveto a customer-centric view. C. Data migration is a big concern The current org has a large amount of data and theBank wants to minimize data migration efforts. D. The bank has limited redesign opportunities for business capabilities. E. Existing business capabilities and processes can be redesigned to deliver a higherbusiness impact
Answer: A,B,E
Explanation:
The following considerations indicate that a new Salesforce org is the better choice for
implementing Financial Services Cloud:
The bank wants to use this project as an opportunity to retire customization. A new
org will allow the bank to start fresh and avoid carrying over unnecessary or
outdated customization that may conflict with Financial Services Cloud features or
best practices.
The current implementation is using a product-centric view and the bank wants to
move to a customer-centric view. A new org will allow the bank to adopt the
Financial ServicesCloud data model, which is designed to provide a holistic view of
the customer and their relationships, goals, financial accounts, activities, and
interactions.
Existing business capabilities and processes can be redesigned to deliver a higher
business impact. A new org will allow the bank to leverage the Financial Services
Cloud capabilities, such as Action Plans, Relationship Groups, Rollup By Lookup,
Service Processes, etc., to optimize their business processes and enhance their
customer experience. Verified References: : Salesforce Help Article 6
Question # 14
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewingcertain types of milestones that might be irrelevant to their customers or might causenegative sentiment. How can the Salesforce Admin implement such a requirement?
A. The Salesforce Admin can manage sensitive Life Evenls using sharing rules. B. The Salesforce Admin can hide the life Event or Business Milestone type, by removing itfrom the Event Type picklist. C. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component onthe Lightning Page using the Properties pane. D. TheSalesforce Admin can manage sensitive Life Events using Permission Sets.
Answer: C
Explanation:
The Salesforce Admin can hide sensitive Life Events on the Life Events component on the
Lightning Page using the Properties pane. The Life Events component is a
Lightningcomponent that displays a timeline of life events and business milestones for a
client or a group. The Admin can use the Properties pane to customize the component and
select which event types to show or hide on the timeline.
Question # 15
A financial services company wants to plan ahead for designing the Financial ServicesCloud (FSC) implementation. Which three activitiesshould the implementation teamprioritize 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 advancedcustomizations. C. Enable and configure person accounts in FSC, and assign users with permission setlicenses. D. Review the out-of-the-box capabilities and compare them to the company's currentneeds. E. Design the modifications to fields, picklists, layouts, and othKrequired features tosupport business processes.
Answer: A,B,D
Explanation:
The following activities should be prioritized by the implementation team during planning for
designing the Financial Services Cloud implementation:
Prepare for integrations with transactional systems, external data sources,
custodians, and any other platforms that the company’s business relies on.
Integrations are the connections or interactions that allow data or functionality to
flow between different systems or platforms. You should prepare for integrations
with your existing or new systems or platforms that support your business
processes, such as transactional systems, external data sources, custodians, or
other platforms. You should also consider the integration methods, tools,
requirements, and challenges that you will need to address during the
implementation.
Beyond the preconfigured settings, evaluate whether they need advanced
customizations. Customizations are the changes or modificationsthat you make to
Salesforce to meet your specific business needs or preferences. You should
evaluate whether you need advanced customizations beyond the preconfigured
settings that Financial Services Cloud provides out of the box, such as custom
objects,fields, formulas, validation rules, workflows, triggers, or components. You
should also consider the impact, benefits, and risks of your customizations on your
data model, user interface, performance, security, or maintenance.
Review the out-of-the-box capabilities and compare them to the company’s current needs. Out-of-the-box capabilities are the features or functions that Financial
Services Cloud offers without any customizations or configurations. You should
review the out-of-the-box capabilities and compare them to your company’s
current needs and expectations. You should also identify any gaps or opportunities
for improvement that you can address with configurations or customizations during
the implementation. Verified References: : Salesforce Help Article [12] : Salesforce
Help Article [13] : Salesforce Help Article [14]
Question # 16
What does the Salesforce Admin have to install to provide users access to referraldashboards and reports?
A. The managed extension package for intelligent Need-Based Referrals and Scoring B. Einstein Analytics for Financial Services C. The unmanaged extension package for Intelligent Need-Based Referrals and Scoring D. Salesforce CRM Dashboards
Answer: C
Explanation: The unmanaged extension package for Intelligent Need-Based Referrals and Scoring
provides users access to referral dashboards and reports, as well as referral scoring and
routing features.
Question # 17
Which two limitations should a Salesforce Administrator consider before enabling PersonAccounts?
A. Person Accounts can be enabled and disabled only by contacting Salesforce Support B. Person Accounts cannot be disabled once they were enabled C. Creating a client record via Salesforce Inbox is not supported. D. AppExchange packages will not work if Person Accounts are enabled
Answer: B,C
Explanation:
The following limitations should be considered before enabling Person Accounts in
Financial Services Cloud:
Person Accounts cannot be disabled once they were enabled. Enabling Person
Accounts is an irreversible action that affects your data model and user interface.
You should carefully evaluate your business needs and test the functionality in a
sandbox or developer org before enabling it in production.
Creating a client record via Salesforce Inbox is not supported. Salesforce Inbox is
a feature that allows you to access Salesforce data and actions from your email
application. However, you cannot use Salesforce Inbox tocreate a client record as
a Person Account. You can only create a client record as an Individual Model
record using Salesforce Inbox. Verified References: : Salesforce Help Article 4 :
Salesforce Help Article 5
Question # 18
What feature does a Salesforce Administrator need to enable so users can see all thereferrals for the members of a group?
A. Referral Scoring B. Referrals Rollups C. Group Member Referrals D. ReferralGroup Process Builder
Answer: B
Explanation:
Referrals Rollups is a feature that enables users to see all the referrals for the members of
a group, such as a branch or a team. It also allows users to filter referrals by status, priority,
or owner.
Question # 19
Which of the following statements are correct when creating Financial Goals?
A. Users can only create savings oriented goals. B. Users require the Financial Goals permission set to works with Financial Goals C. Users can associate a goal with a specific Financial Account. D. Users can create goals for paying down debt
Answer: D
Question # 20
An investment banker is looking to take detailed meeting notes and share them easily withhis colleagues while specifying confidentiality and meeting attendees. Which FinancialServices Cloud feature should a consultant recommend in this scenario?
A. Notes B. Events C. Engagement Interaction D. Interaction Summary
Answer: D
Explanation: Interaction Summary is the Financial Services Cloud feature that should be
recommended in this scenario. Interaction Summary is a standard object that represents a
summary of an interaction with a client or a group of clients. It allows the user to capture
meeting notes, specify confidentiality level, link related records, and associate interaction
participants. Interaction Summary can be created from the Interaction Summary
component on a record page or from the New Interaction Summary action on a list view or
related list.References: [Interaction Summary Object], [Create an Interaction Summary]
Question # 21
Lake Tahoe Bank is rolling out FinancialServices Cloud and the VP of IT is concernedabout the cost of the licenses. The System Admin recommends using restricted licenses forusers that need only limited access to Financial Service Cloud features. Which FinancialServices Cloud permission set license enables user access to a license with contractualrestrictions for Financial Services Cloud and can be used to grant restricted access tousers like Bank Tellers?
A. Financial Services Cloud Standard B. Client Segmentation C. Financial Service CloudBasic D. Financial Service Cloud Extension
Answer: C
Explanation:
To grant restricted access to users like Bank Tellers who need only limited access to
Financial Services Cloud features, the Admin can use Financial Service Cloud Basic
permission set license. This license enables user access to a license with contractual
restrictions for Financial Services Cloud and provides access to core objects such as
accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom
objects. This license also provides access to some Financial Services Cloud features such
as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint
Management, Data Consumption Framework (DCF), Discovery Framework (DF),
(IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM),
Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline
(TL).
Question # 22
A Financial Services Cloud (FSC) administrator is setting up a permission set forActionable Relationship Center. Which license should the administrator select on thePermission Set setup page?
A. FSC Standard B. FSC Basic C. OmniStudio D. FSC Extension
Answer: A
Explanation: To set up a permission set for Actionable Relationship Center (ARC), the
administrator should select FSC Standard as the license on the Permission Set setup
page. FSC Standard is a permission set license that enables user access to a license with
contractual restrictions for Financial Services Cloud and provides access to core objects
and features, including ARC1. By selecting FSC Standard as the license, the administrator
can grant users access to ARC and its related objects and fields
Question # 23
The investor relations director of a large insurance company just published a press releaseafter the company's Quarterly Earnings Call to report about its digital transformationimplementing Salesforce Financial Services Cloud (FSC).Which three value outcomes should the company's stakeholders expect?
A. Achieved higher CSAT & NPS scores attributed to personalized customer experiencesdriven by shorter waits due to decreased average case handle times and improved selfservicesolutions via Einstein Bots for FSC B. Streamlined the entire deal lifecycle with FSC. leveraging relationship maps andinteraction history in business development/discovery D to accelerate pipe managementand research C. Improved customer onboarding experiences by fast-tracking and simplifying documenttracking and approvals via FSC Action Plans D. Drove Advisor productivity with a daily task list, clientlife events, opportunities, andaggregated household information directly from D the FSC HomeT\e E. Automated claims orchestration via straight through processing workflow rules fromOmniStudio with minimal human intervention from insurance adjusters orunderwriters,allowing claims to be completed faster and at scale
Answer: A,C,D
Explanation:
The following value outcomes should the company’s stakeholders expect from
experiences driven by shorter waits due to decreased average case handle times
and improved self-service solutions via Einstein Bots for FSC. This outcome
means that the company improved its customer satisfaction (CSAT) and net
promoter score (NPS) metrics by providing customized and relevant interactions with customers, reducing their waiting time by handling cases more efficiently, and
offering self-service options through chatbots powered by artificial intelligence.
Improvedcustomer onboarding experiences by fast-tracking and simplifying
document tracking and approvals via FSC Action Plans. This outcome means that
the company enhanced its customer onboarding process by speeding up and
streamlining the document management andapproval workflow using Action Plans,
which are features that allow users to create templates for common client
processes, such as account opening, loan application, or financial review.
Drove Advisor productivity with a daily task list, client life events, opportunities, and
aggregated household information directly from the FSC Home Page. This
outcome means that the company increased its advisor productivity by providing
them with a daily task list that shows their priorities and action items, a client life
events component that shows important events in their clients’ lives, an
opportunities component that shows potential sales deals, and an aggregated
household information component that shows a holistic view of their clients’
financial situation, all onthe FSC Home Page
Question # 24
A large insurance company hired a consulting firm to improve customer experiences forcustomers that want to complete standard processes online, such as getting an insurancequote or submitting a claim.Which three standard Insurance Platform components can digitally enable these coreinsurance operations?
A. Policy Administration B. Claims Management C. Quote, Rate, and Apply D. Quote Creathqn Toolbox E. MobileClaimSubmission
Answer: A,B,C
Explanation:
The following standard Insurance Platform components can digitally enable the core
insurance operations of getting an insurance quote or submitting a claim:
Policy Administration, which is a component that allows users to manage the
lifecycle of insurance policies, such as creating, renewing, canceling, or endorsing
policies. By using Policy Administration, the consulting firm can enable customers to view and update their policy information online.
Claims Management, which is a component that allows usersto manage the
lifecycle of insurance claims, such as creating, investigating, adjusting, or settling
claims. By using Claims Management, the consulting firm can enable customers to
submit and track their claims online.
Quote, Rate, and Apply, which is a component that allows users to create and
compare insurance quotes, calculate premiums and discounts, and apply for
policies online. By usingQuote, Rate, and Apply, the consulting firm can enable
customers to get an insurance quote online
Question # 25
It has been determined that integration with an external system is required,as the dataneeded by a wealth management client resides in another system. This data will be sent from the external system via an API, and Salesforce needs to be configured in preparationfor the data.Which two items should be configured?
A. Objects andfields to store the data B. A flow to get the data into Salesforce C. A Lightning web component to restrict data from users D. An integration User and Integration Profile to enable the connection
Answer: A,D
Explanation: To integrate with an external system,Salesforce needs to have objects and
fields that can store the data that will be sent from the external system via an API. These
objects and fields should match the data structure and format of the external system as
much as possible. Additionally, Salesforce needs to have an integration user and
anintegration profile that can enable the connection between Salesforce and the external
system. The integration user is a dedicated user account that has access to the API and
can perform data operations on behalf of other users. The integration profile is a custom
profile that defines the permissions and settings for the integration user.
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