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Get Salesforce Financial-Services-Cloud Exam Questions For Quick Preparation [2025]

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The FSC Accredited Professional Exam consists of 60 multiple-choice questions and lasts for 90 minutes. To earn the certification, candidates must score at least 70% on the exam. Financial-Services-Cloud exam covers a range of topics, including the basics of financial services, customer relationship management, financial product management, and data management. Candidates are expected to have a solid understanding of financial services and the FSC platform, as well as experience working with customers and financial advisors. Salesforce Financial Services Cloud (FSC) Accredited Professional certification demonstrates a commitment to excellence in the financial services industry and can help professionals advance their careers.

Salesforce Financial Services Cloud (FSC) Accredited Professional Exam is a certification exam designed for professionals who want to demonstrate their expertise in using the Salesforce Financial Services Cloud. Financial-Services-Cloud Exam is intended for individuals who work in the financial services industry, including wealth management, banking, insurance, and lending. The FSC Accredited Professional certification exam is an excellent way to show potential employers or clients that you have the knowledge and skills necessary to use Salesforce's Financial Services Cloud to solve complex business problems.

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Valid Salesforce Financial-Services-Cloud Test Review - Financial-Services-Cloud Practice Questions

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Salesforce Financial-Services-Cloud (FSC) Accredited Professional Certification Exam is a specialized exam designed for professionals who aim to validate their expertise in managing financial services on the Salesforce platform. The FSC Certification Exam is a comprehensive test that assesses a candidate's knowledge and skills in various financial services areas, including investments, banking, insurance, and wealth management. This credential is essential for individuals seeking to demonstrate their proficiency in using Salesforce Financial Services Cloud to deliver personalized financial advice and services to their clients.

Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q99-Q104):

NEW QUESTION # 99
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. Provide a better user interface by building Lightning web components for beneficiary data and payment information.
B. Utilize Insurance Flow Templates.
C. Create an Action Plan Template for capturing beneficiary data and payment information.
D. Install an Insurance Data AppExchange package.

Answer: B

Explanation:
Explanation
A Financial Services Cloud consultant can suggest utilizing Insurance Flow Templates to resolve the issue of improving the call center's productivity and reducing the time spent on capturing data for beneficiary details and premium payment details. Insurance Flow Templates are prebuilt flow templates that guide users through the steps of creating or updating insurance policies and beneficiaries in Financial Services Cloud. The templates can be customized to suit the specific needs and requirements of the insurance company. By using Insurance Flow Templates, the call center agents can streamline their data entry process and provide better service to their customers.
References:
[Insurance Flow Templates]
[Customize Insurance Flows]

NEW QUESTION # 100
A user profile has login hour restrictions set to Monday through Friday 8am to 5pm. It is Tuesday and it is now 5.01 PM.
Which behavior of the application should the user expect?

A. The user will be able to continue working, but will be unable to start any new sessions
B. The user will be able to continue working and start new sessions
C. The user will be logged out and any unsaved work-in-progress will be lost
D. The user will be logged out and any unsaved work-in-progress will be saved

Answer: A

NEW QUESTION # 101
What 3 options does the FSC application offer to view and update Account-Account, Account-Contact and Contact-Contact Relationships?

A. Group Members Component
B. Actionable Relationship Center
C. Life Events Component
D. Family Members Component
E. Relationship Map

Answer: A,B,E

NEW QUESTION # 102
Which three objects should a Financial Services Cloud administrator use when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline?

A. Assets & Liabilities
B. Financial Account
C. Opportunity
D. Case
E. Account

Answer: B,C,E

Explanation:
Explanation
The following objects should be used when planning to use the Mortgage Data Model to integrate with external Loan Origination and Customer Onboarding applications to accurately track the pipeline:
Opportunity: An Opportunity is a standard object that represents a potential sale or deal for your products or services. You can use the Opportunity object to track and manage the stages, amounts, probabilities, and expected revenue of your deals. You can also use the Opportunity object to associate products, price books, quotes, contracts, orders, or assets with your deals.
Account: An Account is a standard object that represents a person or an organization that has a business relationship with your company. You can use the Account object to store information about your customers, such as name, address, phone number, website, industry, or rating. You can also use the Account object to associate contacts, opportunities, activities, cases, or notes with your customers.
Financial Account: A Financial Account is a custom object in Financial Services Cloud that represents a financial product or service that is owned by an account holder or related to an account holder's financial goal. You can use the Financial Account object to store information about your customers' financial accounts, such as type, balance, status, or interest rate. You can also use the Financial Account object to associate financial transactions, financial account roles, or financial goals with your customers' financial accounts. Verified References: : Salesforce Help Article [6] : Salesforce Help Article [7] :
Salesforce Help Article [8]

NEW QUESTION # 103
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org. Which three of the considerations below indicate that a new Salesforce org is the better choice9

A. The bank has limited redesign opportunities for business capabilities.
B. Existing business capabilities and processes can be redesigned to deliver a higher business impact
C. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.
D. Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
E. The bank wants to use this project as an opportunity to retire customization

Answer: B,C,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 Services Cloud 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 Reference: : Salesforce Help Article 6

NEW QUESTION # 104
......

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