Salesforce FINANCIAL SERVICES CLOUD Exam Questions

Questions for the FINANCIAL SERVICES CLOUD were updated on : Dec 01 ,2025

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Question 1

[FSC Features and Functionality]
An insurance companyaims 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. Utilize Insurance Flow Templates.
  • B. Create an Action Plan Template for capturing beneficiary data and payment information.
  • C. Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.
  • D. Install an Insurance Data AppExchange package.
Answer:

A

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Question 2

[FSC Features and Functionality]
Cumulus Insurance has a franchise business model with a large number of franchisees who operate
independently but report to regional managers who are Cumulus employees. The company would
like the franchise owners and their employees to have access to the Cumulus Salesforce Financial
Services Cloud (FSC) instance. The company plans to use the Role Hierarchy and sharing rules to
implement this. What should the architect at Cumulus Insurance be aware of for this solution?

  • A. Franchise users will need to switch their browsers to a platform that supports Lightning Web Components.
  • B. Salesforce FSC only allows 1,024 public groups.
  • C. The administrator can define up to 300 total sharing rules for each object.
  • D. Franchise users canhave multiple roles in the hierarchy.
Answer:

C

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Question 3

[Security, Permissions, and Integration]
Which three permission sets grant access or extend permissionsfor record alerts in Financial Services
Cloud (FSC)?

  • A. OmniStudio Admin permission set
  • B. FSC Standard permission set
  • C. FSC Foundations permission set
  • D. FSC Basic permission set
  • E. OmniStudio User permission set
Answer:

B,C,E

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Question 4

[FSC Features and Functionality]
Cumulus Cloud Bank, a major financial services provider, has engaged Salesforce Professional
Services to transform its operations with Financial Services Cloud (FSC). The Addams family are
wealth management clients with the following relationships:
• The wife and her husband are part of the Addams Household.
The wife is the primary member, and together the couple run the Addams Charitable Trust.
• The wife is also part of the Symonds Household with her father as the primary member. Which tool
should the Salesforce FSC consultant recommend so a wealth manager could make sense of this
complex data to provide impeccable service to the Addams family and discover new business
opportunities?

  • A. Data Filtering and Sorting in Tableau Desktop
  • B. Financial Services Cloud Einstein
  • C. Data Visualization with Marketing Cloud Intelligence
  • D. Actionable Relationship Center (ARC), an advanced visualization engine
Answer:

D

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Question 5

[FSC Features and Functionality]
Which Salesforce Financial Services Cloud feature enables financial advisors to track and manage
clientaccounts?

  • A. Financial accounts management
  • B. Performance reporting
  • C. Client onboarding
  • D. Opportunity management
Answer:

A

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Question 6

[Action Plans and Workflows]
A financial servicescompany must add details to the default business hours record. For company-
wide holidays, the company wants the option to skip non-work days in Action Plan when setting task
completion dates.
What should the administrator configure to meet the requirement?

  • A. Omit the day's start and end time fields when the administrator wants to indicate a non- working day.
  • B. Select Recurring Holidays as Action Plans and consider recurring holidays when determining the non-work days to skip.
  • C. Configure the day withoutbusiness hours, it is considered a non-work day, even if the day is a recurring holiday.
  • D. Add non-work days to the date offset when calculating the task completion date is automatic; no setup is required.
Answer:

C

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Question 7

[FSC Features and Functionality]
A financial institution is concerned about contacting clients or sharing their data when they have
requestednot to be contacted.
Which action should the consultant take in Financial Services Cloud to address the
institution'sconcern?

  • A. Integrate the Consent object with their Consent Platform to track it in Salesforce.
  • B. Hide the client's contact informationand add an approval process for allowing a user to access it to contact the client.
  • C. Implement Consent Management for Financial Services Cloud.
  • D. Enable and implement the iate Regulation checkbox on the client record to track their request.
Answer:

C

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Question 8

[FSC Features and Functionality]
Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for
mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features shoulda consultant suggest to Cumulus Bank to implement?

  • A. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
  • B. Flow Builder to automate these business processes
  • C. A Mortgage Application’ custom object to hold thecollected client data
  • D. Data Import Wizard to upload the data collected in spreadsheets
Answer:

A,B

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Question 9

[FSC Features and Functionality]
Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce
into several of its back-end/core systems.
Which three capabilities should a consultant recommend?

  • A. Industry Integration Solutions with the MuleSoft Anypoint Platform
  • B. Data Processing Engine
  • C. OmniStudio Integration Procedures
  • D. Data Consumption Framework
  • E. OmniStudio DataRaptors
Answer:

A,C,E

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Question 10

[Security, Permissions, and Integration]
The Compliant Data Sharing (CDS) feature lets administrators and compliance managers configure
advanced data-sharing rules so that they can improve compliance with regulations and company
policies.
Which three things should be considered when implementing CDS in Financial Services Cloud (FSC)?

  • A. To disable CDS for an object, any Participant Roles associated with that object must be deleted first.
  • B. CDS in FSC allows record owners to grant access to their records to other FSC users.
  • C. CDS can only be applied to FSC objects and Account and Opportunity objects.
  • D. To get the benefits of CDS, administrators must set organization-wide sharing settings for supported objects to the Private access model.
  • E. Users above the record owner in the Role Hierarchy and non-record owners with Edit access granted through CDS have the same ability/access as record owners,
Answer:

B,C,D

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Question 11

[FSC Features and Functionality]
A system administrator at a financial services company wants to build a report to show Interest Tags.
Which two things should the administrator consider when configuring the report?

  • A. When the user defines the custom report type, Tag Categories should be selected as the Primary Object.
  • B. When the user defines the custom report type, Topics should be selected as the Primary Object.
  • C. The user must build a report using the Topics object to view Interest Tags in the report.
  • D. To show Interest Tags applied to specific objects, the user can add a filter in the report and select the object name.
Answer:

B,D

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Question 12

[FSC Features and Functionality]
During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC)
solution for a business requirement that forces a customer to answer a number of assessment
questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

  • A. Discovery Framework creates highly capable forms with integrations and advanced logic.
  • B. Discovery Framework forms cannot be deployed to Communities,
  • C. Discovery Framework is built based on Salesforce Flow.
  • D. Discovery Framework can create both standard and hierarchical questions.
  • E. FSC Discovery Framework allows archiving questions.
Answer:

A,D,E

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Question 13

[Security, Permissions, and Integration]
A Financial Services Cloud (FSC) administrator wants to create a new FSC permission set that includes
the Access Interest Tags for Financial Services Cloud permission.
Which two permission sets should be cloned to create this new permission set and give access to
interest tags?

  • A. FSC Foundations permission set
  • B. FSC Extension permission set
  • C. FSC Standard permission set
  • D. FSC Basic permission set
Answer:

A,B

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Question 14

[Implementation and Best Practices]
The system administrator team at a retail consumer bank justreceived data migration instructions
and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud
org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC datamigration?

  • A. 1. Accounts and contacts2. Financial accounts3. Account groups and households
  • B. 1. Financial accounts2. Accounts and contacts3, Account groups
  • C. 1. Accounts and contacts2. Households3. Financial accounts
  • D. 1. Households2.Financial accounts3. Person accounts
Answer:

A

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Question 15

[FSC Features and Functionality]
Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC)
packages and the Lightning Flow for FSC package?

  • A. Institutional Banking flow
  • B. Mortgage flow
  • C. Insurance flow
  • D. Retail Banking flows
  • E. Commercial Banking flow
Answer:

B,C,D

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