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Salesforce Financial Services Cloud Exam Questions

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Description

Exam Name: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam
Exam Code: Financial Services Cloud
Related Certification(s): Salesforce CDP Accredited Professional Certification
Certification Provider: Salesforce
Actual Exam Duration: 75 Minutes
Number of Financial Services Cloud practice questions in our database: 170 (updated: Jan. 08, 2025)

Expected Financial Services Cloud Exam Topics, as suggested by Salesforce :

  • Module 1: Discovery: In this topic, Salesforce financial services consultants learn to assess and document customer needs, value propositions, and visions for Financial Services Cloud (FSC) solutions. Key skills involve analyzing current business processes, understanding architectural flows, and determining how FSC capabilities align with existing systems. This measures the consultant’s ability to accurately map customer goals to FSC functionalities for optimal outcomes.
  • Module 2: Define/Design: This topic focuses on designing tailored solutions using the FSC data model, best practices, and modules to meet specific business requirements. Salesforce financial services consultants learn to identify necessary objects, relationships, and system flows while considering organizational security, territory hierarchies, and multilingual capabilities. Skills in sprint prioritization, data migration strategy, and aligning processes to future state designs are assessed as well.
  • Module 3: Delivery: This topic evaluates the ability to implement the finalized FSC design. Salesforce financial services consultants demonstrate proficiency in setting up user interfaces, permissions, and integration tools. Additionally, they leverage automation, reporting, and dashboard-building skills to align with defined success criteria. This ensures the consultant’s readiness for delivering effective FSC deployments.

Description

Exam Name: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam
Exam Code: Financial Services Cloud
Related Certification(s): Salesforce CDP Accredited Professional Certification
Certification Provider: Salesforce
Actual Exam Duration: 75 Minutes
Number of Financial Services Cloud practice questions in our database: 170 (updated: Jan. 08, 2025)

Expected Financial Services Cloud Exam Topics, as suggested by Salesforce :

  • Module 1: Discovery: In this topic, Salesforce financial services consultants learn to assess and document customer needs, value propositions, and visions for Financial Services Cloud (FSC) solutions. Key skills involve analyzing current business processes, understanding architectural flows, and determining how FSC capabilities align with existing systems. This measures the consultant’s ability to accurately map customer goals to FSC functionalities for optimal outcomes.
  • Module 2: Define/Design: This topic focuses on designing tailored solutions using the FSC data model, best practices, and modules to meet specific business requirements. Salesforce financial services consultants learn to identify necessary objects, relationships, and system flows while considering organizational security, territory hierarchies, and multilingual capabilities. Skills in sprint prioritization, data migration strategy, and aligning processes to future state designs are assessed as well.
  • Module 3: Delivery: This topic evaluates the ability to implement the finalized FSC design. Salesforce financial services consultants demonstrate proficiency in setting up user interfaces, permissions, and integration tools. Additionally, they leverage automation, reporting, and dashboard-building skills to align with defined success criteria. This ensures the consultant’s readiness for delivering effective FSC deployments.

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Q1. A system administrator at a financial services company wants to build a report to show Interest Tags. Which two things should the administrator consider when configuring the report?

A.When the user defines the custom report type, Tag Categories should be selected as the Primary Object.

B. When the user defines the custom report type, Topics should be selected as the Primary Object.

C. The user must build a report using the Topics object to view Interest Tags in the report.

D. To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.

Correct Answer: B, D

Q2. An administrator is logged into Data Loader with their own credentials to insert new Business Account records into their Salesforce environment. They forget to specify the Account Owner field in the import file. Assuming there are no other issues, what should happen when the administrator uploads the import file?

A.The import will succeed, and the Account Owner field will be left blank.

B. The import will succeed, and the administrator will be prompted to select a user.

C. The import will fail, since all records in Salesforce must have an owner.

D. The import will succeed, and the administrator will be named as the default Account Owner.

Correct Answer: D

Q3. While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?

A.Update the System Administrator profile to include the API Only User.

B. Create a dedicated Integration User.

C. Assign the integration user to the System Administrator profile.

D. Create a new custom profile and ensure API Only is selected.

Correct Answer: B, D

Q4. An insurance company aims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

A.Utilize Insurance Flow Templates.

B. Create an Action Plan Template for capturing beneficiary data and payment information.

C. Provide a better user interface by building Lightning web components for beneficiary data and payment information.

D. Install an Insurance Data AppExchange package.

Correct Answer: A

Q5. Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

A.Institutional Banking flow

B. Mortgage flow

C. Insurance flow

D. Retail Banking flows

E. Commercial Banking flow

Correct Answer: B, C, D

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