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The Financial Services Cloud Accredited Professional exam is intended for individuals who have the knowledge, skills, and experience with implementing the Salesforce Financial Services Cloud solution with an industry-specific data model. The Financial Services Cloud Accredited Professional encompasses the fundamental knowledge and skills to design, build, and deploy solutions for Household and Relationship Management, Financial Accounts and Rollups, Referral Management, Action Plans, Life Events and more.

Salesforce Financial Services Cloud Exam Content: 35 multiple-choice/multiple-select questions

Time allotted to complete the exam: 53 minutes

Passing score: 65% (23 out of 35 Questions)

Registration fee: USD 150 plus applicable taxes (USD 75 until Feb 28, 2022)

Prerequisites: None

Financial Services Cloud Administration & Implementation Best Practice 23%

Household, Relationships & Rollup Summary Rules 23%

Life Events & Business Milestones 9%

Referral Management     11%

Action Plans & Document Checklist Items   14%

Flows 6%

Financial Goals 6%

Actionable Relationship Center     9%

What functionality is included in the Financial Services Cloud Extension license? (2 correct answers)

A.It enables user access to the Actionable Relationship Center Lightning component

B.It enables user to configure Compliant Data Sharing

C.It enables user access to the Action Plans feature

D.It enables user access to Download Analytics Data and Install

E.Analytics Templated Apps

Answer: A, B

Which feature in Financial Services Cloud helps businesses identify, track, and route customer needs?

A.Intelligent Needs-Based Referrals

B.Lightning App Builder

C.Relationship Builder and Map

D.Surveys

Answer: A

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.

Answer: A, D

What is included in an FSC license?

A.Lightning Scheduler

B.Action Plans

C.Einstein Analytics for Financial Services

D.FSC for Community

Answer: B

Which of these statements is true for the Person Accounts Model? (2 correct answers)

A.The Person Account record type can be used when a client is a business or an institution.

B.The Person Account model uses the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.

C.Person Accounts can not be related to cases, tasks, or calls.

D.The Person Account represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier

Answer: B, D

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.

Answer: D