Exam Details

  • Exam Code
    :FINANCIAL-SERVICES-CLOUD
  • Exam Name
    :Salesforce Financial Services Cloud (FSC) Accredited Professional (AP)
  • Certification
    :Salesforce Certifications
  • Vendor
    :Salesforce
  • Total Questions
    :128 Q&As
  • Last Updated
    :Mar 26, 2025

Salesforce Salesforce Certifications FINANCIAL-SERVICES-CLOUD Questions & Answers

  • Question 101:

    Rollup summary fields aren't available in a Partial Copy sandbox. What is one way you can solve for this limitation?

    A. Create a Full sandbox or install the Financial Services Cloud managed package in a Partial Copy sandbox

    B. Contact Salesforce to enable Rollup Summary fields in the partial sandbox

    C. Configure Rollup Summary using Formula fields

  • Question 102:

    What Report functionality would you use in order to quickly categorize report records without creating a formula or a custom field?

    A. Joined Report

    B. Matrix Report

    C. Bucketing

    D. Export

    E. Schedule

  • Question 103:

    A feature that captures, refers, routes, and prioritizes customer needs across business lines

    A. Expressed Interest

    B. Report

    C. Referrals

    D. Opportunity

  • Question 104:

    What is a method for adding content to Salesforce CRM content? (2 answers)

    A. Attachments

    B. Chatter files

    C. Libraries

    D. Documents

  • Question 105:

    What type of customization can be done on Activities? (Tasks and Events) (3 answers)

    A. Workflow Rules

    B. Custom Fields

    C. Field Tracking

    D. Assignment Rules

    E. Validation Rules

  • Question 106:

    What can be modified on standard object fields? (2 answers)

    A. Field type

    B. Label

    C. Default text

    D. Help text

    E. Picklist Values

  • Question 107:

    What setting is controlled by a user's profile? (3 answers)

    A. Field level security

    B. Feature license assignment

    C. Record type assignment

    D. Locale settings

    E. Assigned apps

  • Question 108:

    Universal containers set the organization-wide defaults for cases to private. When a case is escalated, case ownership changes to Tier 2 support agent.

    How can a system administrator give the sales operation team read/write access to all escalated cases?

    A. Create a case escalation rule.

    B. Create a case assignment rule.

    C. Create a criteria-based sharing rule.

    D. Create an ownership-based sharing rule.

  • Question 109:

    Which of these statements is not correct about the visibility of Action Plan Tasks?

    A. Once the Action Plan is assigned, you can see the related Tasks on the Timeline

    B. The user can see tasks on the homepage if the Task Card is applied to the homepage.

    C. Users will be able to see the Action Plan tasks assigned to them through the standard Salesforce task lists.

    D. Users will be able to see the Action Plan tasks on the related list of the Account page layout.

  • Question 110:

    What is the purpose of the AppExchange? (2 answers)

    A. Administrators can download and customize pre-built dashboards and reports

    B. Customers can share and install apps published by Salesforce partners

    C. Support users can install the Salesforce Console for Service customers

    D. Partners can download accounts and contacts to collaborate on sales deals

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