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 11:

    Which feature license can be assigned to a user record in Salesforce (2 answers)

    A. Knowledge user

    B. Opportunity user

    C. Service cloud user

    D. Console user

  • Question 12:

    Universal Containers needs to synchronize data between sales force and an external financial system.

    How can a system administrator accomplish this?

    A. Use an external ID field to match records between systems

    B. Use the excel connector to export records from both systems

    C. Use the data loader to match records between the systems

    D. Use the data loader to upsert Salesforce records into the financial system

  • Question 13:

    What is included in an FSC license?

    A. Lightning Scheduler

    B. Action Plans

    C. Einstein Analytics for Financial Services

    D. FSC for Community

  • Question 14:

    Kim Johnson, a client of Lake Tahoe Bank, hired Liz Obrian from Pine Cone Law Firm as her new lawyer. The Advisor wants to capture that information in the Actionable Relationship Center. What entities in Financial Services Cloud will the Advisor use to create this relationship?

    A. Account-Account relationship to add Pine Cone Law Firm and Contact-Contact relationship to add Liz Obrian.

    B. Account-Account relationship to add Pine Cone Law Firm and Account-Contact relationship to add Liz Obrian.

    C. Account-Contact relationship to add Pine Cone Law Firm, Contact-Contact relationship to add Liz Obrian.

  • Question 15:

    What type of field allows users to input text, images, and links?

    A. Input area

    B. Text and Image area

    C. Text area

    D. Text area (rich)

  • Question 16:

    Universal containers is using a private sharing model. The US sales director needs full access to all records of the US sales representatives.

    How can this be accomplished?

    A. Place the US sales director in a queue with the US sales representative's

    B. Define a role hierarchy where the US sales representatives roll up to the US sales director

    C. Give the US sales director read/write/edit/delete object permissions on the profile

    D. Define a role hierarchy where the US sales director rolls up to the CEO

  • Question 17:

    When can a validation rule be used to prevent invalid data? (3 answers)

    A. When records are edited by a user

    B. When records are deleted by a user

    C. When records are submitted using web-to-lead

    D. When records are imported E. When records are updated by a workflow rule

  • Question 18:

    Universal Containers wants to automatically back up all the Salesforce data on a monthly basis.

    Which tool can a system administrator use to meet this requirement?

    A. Data export service

    B. Analytic snapshot

    C. Import wizard

    D. Scheduled report.

  • Question 19:

    What should an administrator consider when setting up case feed?

    A. Case feed replaces the standard case detail page by default

    B. The Use Case Feed permission is automatically active for all profiles

    C. Case feed requires the Service Cloud User feature license

    D. Chatter Feed tracking must be enabled for the case object.

  • Question 20:

    Which one of the following statements is not correct about Action Plans?

    A. Enhance collaboration and productivity by automatically assigning task owners and deadlines for specific client engagement, such as account openings, loan approvals, and claims processing.

    B. Capture repeatable tasks in templates and then automate the task sequences with an action plan.

    C. Automatically schedule the next appointment with the Advisor

    D. Manage customer engagements consistently and collaboratively with automated and compliant task orchestration.

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