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 71:

    Which chart type can be used to display summary values from two different levels of grouping in a report. (2 answers)

    A. Stacked bar chart

    B. Funnel chart

    C. Donut chart

    D. Grouped line chart

  • Question 72:

    What is the purpose of the service cloud (customer) portal? (2 answers)

    A. To share support reports and dashboards with high profile accounts

    B. To provide Web self-service by exposing knowledge articles

    C. To allow customers to log and check the status cases online

    D. To allow partners to access contact records for case collaboration.

  • Question 73:

    What can be transferred from one user to another user during mass transfer of account records? (3 answers)

    A. Closed activities

    B. Open cases

    C. Closed cases

    D. Open activities

    E. Related custom object records

  • Question 74:

    Not all life events or business milestones apply to every customer. To create a better customer experience, you can hide the life events or business milestones a customer hasn't achieved or is unlikely to achieve in the future. Which of the following statements are correct?

    A. When you hide a life event or business milestone type, it doesn't appear on the component until you add an event or milestone of that type.

    B. The option to hide life event types or business milestone types is not available in the Communities version of the Life Events or Business Milestones component.

    C. It is possible to hide Sensitive Life Event or Business Milestone Types in the Insurance Agent Portal.

    D. Life Events can not be displayed on the Household level of the Account Record.

  • Question 75:

    What is the purpose of the ideas community? (2 answers)

    A. To invite customers, partners, and employees to submit ideas

    B. To comment on and vote for ideas posted by other community members

    C. To provide access to articles that answer questions around an idea theme

    D. To post customer ideas by logging cases on the Ideas tab of the portal

  • Question 76:

    Sales management at universal containers needs to display the information listed below in each account record

    1.

    Amount of all closed won opportunities

    2.

    Amount of all open opportunities

    Which feature should a system administrator use to meet this requirement?

    A. Calculated columns in the related list

    B. Roll-up summary fields

    C. Cross-Object formula fields

    D. Workflow rules with field updates

  • Question 77:

    What permission is set in a user's profile? (3 answers)

    A. Mass email

    B. Marketing user

    C. Active

    D. Run Reports

    E. Object Permissions

  • Question 78:

    Which of these statements is correct?

    A. To give users access to the new action plans feature, you must add the Action Plans permission set to the user.

    B. Lightning is not required to enable Action Plans

    C. To assign the Action Plans permission set the user must have a Financial Services Cloud license.

    D. Assigning the Action Plan permission set automatically assigns an Action Plans permission set license to the user.

  • Question 79:

    The VP of sales at universal containers requested that "Verbal Agreement" be added as a new opportunity stage. The Administrator added this new picklist value to the stage field, but found that the new value was not available to users.

    What should the administrator do?

    A. Ensure the limit of 10 stage values was not exceeded

    B. Ensure the new value was marked as active

    C. Add the new value to the appropriate record type

    D. Add the new value to the appropriate sales process

  • Question 80:

    Which is a feature of Chatter? (3 answers)

    A. Feeds

    B. Events

    C. Bookmarks

    D. Recommendations

    E. Notes

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