Pass Your Financial-Services-Cloud Exam Easily With 100% Exam Passing Guarantee [2026]
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Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is designed to demonstrate a professional's expertise in using Salesforce's FSC platform to manage financial services. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is intended for professionals who work in the financial services industry, such as wealth management, banking, insurance, or investment firms. Financial-Services-Cloud exam covers a variety of topics, including client data management, account management, financial planning, and compliance regulations.
The Salesforce Financial Services Cloud (FSC) Accredited Professional certification exam is administered by Salesforce, one of the world's leading software companies. Candidates who pass the exam will receive a digital badge that they can display on their LinkedIn profile or resume, indicating that they have achieved the FSC Accredited Professional Certification. This badge serves as a credential that validates their skills and expertise in using the Salesforce Financial Services Cloud.
NEW QUESTION # 71
Universal Containers uses Web-to-Case to convert support requests submitted through its website into cases. The support team would like Salesforce to automatically send an email containing password reset instructions to the customer when the case subject contains the words "forgot" and "password".
What does the administrator need to configure to meet this requirement?
- A. Email-to-case
- B. Auto-response rule
- C. Validation rule
- D. Support settings
Answer: B
NEW QUESTION # 72
A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?
- A. The administrator can ask the business manager on the investment bank team to review the file directly.
- B. To start, the administrator can run a daily backup dataexport for a week, then continue to run this job weekly until they are ready for data migration.
- C. After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays atthe start of the week for data comparisons
/analysis. - D. As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.
Answer: B
Explanation:
As part of the preparation for the data migration process, the administrator should run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration. This is a best practice for data migration in Salesforce that allows the administrator to identify the data they want to migrate, create templates for the data, prepare the destination org, and validate the data2. By running a daily backup data export for a week, the administrator can captureany changes or updates in the data and compare them with previous exports. By continuing to run this job weekly until they are ready for data migration, the administrator can ensure that they have the most recent and accurate data to migrate into Financial Services Cloud.Verified References: 2
NEW QUESTION # 73
Which two statements are true about Group Membership in Financial Services Cloud?
- A. Group Membership defines the role of the member within the Group.
- B. Group Membership is modeled using the Account-Group Relationship object.
- C. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
- D. With Group Membership settings you can define if a Group is the member's primary Group.
Answer: A,D
Explanation:
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified Reference: : Salesforce Financial Services Cloud User Guide, page 38.
NEW QUESTION # 74
A wealth advisor is trying to relate a client to their attorney using the Add Contact option on the relationship tree but can't find any reciprocal roles displayed in the related role lookup. What are two reasons for this?
- A. Sharing rules have not been set up for reciprocal roles.
- B. Reciprocal roles have not been created in the org.
- C. The user should be using the Edit Group button to access reciprocal roles.
- D. The user should be using the Member Relationship button under the Actionable Relationship Center.
Answer: B,C
NEW QUESTION # 75
What standard object has a one-to-many relationship with the account object? (3 answers)
- A. Campaign
- B. Contact
- C. Opportunity
- D. Lead
- E. Case
Answer: B,C,E
NEW QUESTION # 76
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
- A. Object: Account-Account Relationship; Field: Related Role
- B. Object: Financial Account; Field: Primary Owner
- C. Object: Financial Account; Field: Joint Owner
- D. Object: Financial Account Role; Field: Role
Answer: D
Explanation:
To add new values for how a customer can be related to a financial account, the administrator should add new values on the Role field of the Financial Account Role object. The Financial Account Role object is a junction object that links a contact or an individual to a financial account and defines their role or relationship with that account. The Role field is a picklist field that specifies the role of the contact or individual for the financial account, such as owner, beneficiary, trustee, or custodian. By adding new values on the Role field of the Financial Account Role object, the administrator can create new categories of financial account relationships for customers.
NEW QUESTION # 77
An insurance company wants to create a car insurance quote process for its website. The process 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.
* The process should calculate an insurance quote based on the data the customer provided and save the offer to the client's record.
Which three OmniStudio tools should the consultant use to design a solution that meets these requirements?
- A. Business Rules Engine
- B. APEX Code
- C. OmniScripts
- D. Integration Procedures
- E. FlexCards
Answer: A,C,D
Explanation:
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 captures the 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.
NEW QUESTION # 78
What is a method for adding content to Salesforce CRM content? (2 answers)
- A. Attachments
- B. Documents
- C. Libraries
- D. Chatter files
Answer: C,D
NEW QUESTION # 79
Which two statements are true about Group Membership in Financial Services Cloud?
- A. Group Membership defines the role of the member within the Group.
- B. Group Membership is modeled using the Account-Group Relationship object.
- C. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
- D. With Group Membership settings you can define if a Group is the member's primaryGroup.
Answer: A,D
Explanation:
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.
NEW QUESTION # 80
A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?
- A. Create a record type on the Contact object.
- B. Enable "Use Person Account" custom setting.
- C. Configure Individual Record Type Mapper" custom metadata.
- D. Create custom fields on the Person Account object.
Answer: C
Explanation:
To set up the new record types for Person Accounts, the administrator should configure Individual Record Type Mapper custom metadata. The Individual Record Type Mapper is a custom metadata type in Financial Services Cloud that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. The Individual Record Type Mapper maps Person Account record types to Individual record types, so that when a new Individual record is created from an email or calendar event, it automatically creates a corresponding Person Account record with the same record type. To configure Individual Record Type Mapper custom metadata, you need to go to Setup > Custom Metadata Types > Individual Record Type Mapper > Manage Records and create a new record for each Person Account record type and its matching Individual record type. Verified Reference: : Salesforce Help Article [8] : Salesforce Help Article [9]
NEW QUESTION # 81
Lake Tahoe Bank would like to reslricl their Financial Services Cloud users from viewing certain types of milestones that might be irrelevant to their customers or might cause negative sentiment. How can the Salesforce Admin implement such a requirement?
- A. The Salesforce Admin can hide sensitive Life Events on Ihe Life Events component on the Lightning Page using the Properties pane.
- B. The Salesforce Admin can manage sensitive Life Events using Permission Sets.
- C. The Salesforce Admin can manage sensitive Life Evenls using sharing rules.
- D. The Salesforce Admin can hide the life Event or Business Milestone type, by removing it from the Event Type picklist.
Answer: A
NEW QUESTION # 82
Permission set licenses 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?
- A. Action Plans
- B. Financial Services Cloud Standard
- C. Mortgage
- D. FSC Insurance
- E. Lightning Scheduler Resource
Answer: A,B,D
Explanation:
Explanation
The following Permission Set Licenses give users access to Financial Services Cloud features:
Financial Services Cloud Standard: 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), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL)1.
Action Plans: This license enables user access to the Action Plans feature, which allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed2.
FSC Insurance: This license enables user access to the Insurance feature, which allows users to manage insurance policies and claims for clients. This license also provides access to some Insurance objects such as Policy, Claim, Coverage Type, Policy Product, Policy Product Offering. Verified References: 12
NEW QUESTION # 83
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?
- A. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
- B. Configure your Person Account record types m the Indrvidual Record Type Mapper.
- C. Ensure Person Accounts is enabled on the org
- D. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.
- E. Enable 'Individual to Person Account Migration' in Custom Settings.
Answer: A,B,C
Explanation:
The following steps are required to migrate customer records from the Individual Model to Person Accounts in Financial Services Cloud:
Ensure Person Accounts is enabled on the org. You need to have Person Accounts enabled before you can convert Individual Model records to Person Accounts. You can enable Person Accounts by contacting Salesforce Support or by using the Enable Person Accounts option in Setup > Account Settings.
Configure your Person Account record types in the Individual Record Type Mapper. You need to map your existing Individual Model record types to the corresponding Person Account record types. You can do this by using the Individual Record Type Mapper option in Setup > Financial Services Settings.
Use a CSV file to map PersonRecordTypeId to the Person Account RecordTypeId and use Data Loader to update Client Records. You need to update the Client records with the correct PersonRecordTypeId value that matches the Person Account RecordTypeId value. You can do this by using a CSV file and Data Loader to perform a bulk update operation. Verified Reference: : Salesforce Help Article 1 : Salesforce Help Article 2 : Salesforce Help Article 3
NEW QUESTION # 84
What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?
- A. Reciprocal Role
- B. Account-Account Relationship
- C. Contact-Contact Relationship and the Reciprocal Rote
- D. Account-Contact Relationship and the Reciprocal Role
Answer: C
Explanation:
Explanation
A Contact-Contact Relationship is a construct in Financial Services Cloud that allows you to model the relationship between two contacts, such as a business contact and a client that is modeled as a person account.
The Reciprocal Role is a field on the Contact-Contact Relationship object that defines how each contact relates to the other. Verified References: : Salesforce Financial Services Cloud Implementation Guide, page 64.
NEW QUESTION # 85
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?
- A. Open a case with Salesforce Support
- B. Enable Communities
- C. Go to Custom Settings and edit the Industries Settings
- D. Register a subdomam using the My Domain wizard and then deploy it
Answer: D
Explanation:
Explanation
My Domain is a feature in Salesforce that allows you to create a subdomain for your org. You need to enable My Domain to access Financial Services Cloud Lightning Components, such as Actionable Relationship Center, Relationship Map, Life Events & Business Milestones, etc. To enable My Domain, you need to do the following:
Register a subdomain using the My Domain wizard in Setup > My Domain.
Deploy it to your users after testing it in your sandbox or developer org. Verified References: :
Salesforce Help Article [7]
NEW QUESTION # 86
A major Japanese bank is expanding geographically and opening additional branches in Asia. As such, they hired a regional consulting firm to implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
- A. Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese.
- B. In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in " Shanghai, China, will be doing so in Chinese.
- C. Referrals in Singapore and Hong Kong will be shared in English, but in Macau, referrals will be shared in Portuguese.
- D. In Tokyo branches, the names of the Account, Prospect & Contact are in Japanese, but the package Advisor, Personal Banker, D Relationship Manager, and Client Associate profiles are in English.
Answer: A,B
Explanation:
Explanation
The following expectations are from implementing multi language features in FSC:
Bankers in Japan have been accessing FSC in Japanese, but the new bankers in China will be accessing FSC in Chinese. This expectation means that FSC supports multiple languages and allows users to choose their preferred language for their user interface and data display.
In Seoul, South Korea, the branch managers will be reviewing their FSC dashboards every morning in Korean, while their colleagues in Shanghai, China, will be doing so in Chinese. This expectation means that FSC supports multiple languages for reports and dashboards and allows users to view them in their preferred language.
NEW QUESTION # 87
A financial services company needs to alert advisors about changes in client records that require action. What should the administrator consider when configuring Record Alerts?
- A. When the admin creates a value for the Severity field, the warning icon is associated with the field automatically, and advisors cannot change the icon.
- B. With permissions for Record Alerts, users can create record alerts on all custom objects and standard objects such as Financial Account.
- C. When the administrator adds a new Record Alert Category, the severity value in the alert category is the default value on the record alerts advisors create and cannot be changed.
- D. Record alert categories are not required when creating a record alert, but they help keep alerts organized.
Answer: B
Explanation:
Reference: Record Alerts APIs | Industries Common Resources Developer Guide | Salesforce Developers Explanation: Record Alerts are a feature of Financial Services Cloud that allow users to create and display alerts on records that require action or attention. Record Alerts can help users prioritize their work, communicate important information, and collaborate with other users. Record Alerts can be created on any custom object or standard object that supports custom fields, such as Financial Account, Contact, or Opportunity.
To create record alerts, users need to have the following permissions:
Read and Edit access to the record that they want to create an alert for Create access to the Record Alert object Readaccess to the Record Alert Category object
NEW QUESTION # 88
Which three record type options should an advisor configure for a Lead object configuration?
- A. Adjustments
- B. Referral
- C. General
- D. Opportunity
- E. Retirement Planning
Answer: B,C,E
Explanation:
Reference: Financial Services Cloud - Account and Contact Record Types | Salesforce Help Explanation: Record types are a way to categorize records in Salesforce based on different business processes or requirements. Record types can have different page layouts, picklist values, and business logic. For the Lead object, a financial services company can create different record types to capture different types of leads based on their source, interest, or qualification. Some examples of record types for the Lead object are:
Referral: This record type can be used to capture leads that are referred by existing clients or partners.
Referral leads can have fields such as Referrer Name, Referrer Account, and Referral Type to track the source and nature of the referral.
General: This record type can be used to capture leads that are generated from general marketing campaigns or events. General leads can have fields such as Campaign Name, Campaign Source, and Lead Score to track the effectiveness and potential of the marketing efforts.
Retirement Planning: This record type can be used to capture leads that are interested in retirement planning services or products. Retirement planning leads can have fields such as Retirement Age, Retirement Goal, and Current Savings to assess the needs and suitability of the leads.
NEW QUESTION # 89
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
- A. Referral Approval Processes
- B. Intelligent Need-Based Referrals and Scoring
- C. Einstein Referral Scoring for Financial Services Cloud
- D. Referral Routing Rules
Answer: B
Explanation:
Explanation
Intelligent Need-Based Referrals and Scoring is a capability that helps bankers prioritize the most promising referrals by assigning a score based on the client's needs, preferences, and interactions. It also helps bankers route referrals to the best suited specialists or advisors.
NEW QUESTION # 90
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