Updated PDF (New 2025) Actual Salesforce Financial-Services-Cloud Exam Questions [Q72-Q92]

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Updated PDF (New 2025) Actual Salesforce Financial-Services-Cloud Exam Questions

Verified Financial-Services-Cloud Exam Dumps PDF [2025] Access using PrepAwayPDF

The FSC Accredited Professional exam covers a wide range of topics, including financial services industry knowledge, Salesforce Financial-Services-Cloud platform capabilities, and best practices for implementing financial services solutions on the Salesforce platform. Financial-Services-Cloud exam consists of 60 multiple-choice questions and is timed at 90 minutes. The passing score for the exam is 68%, and individuals who pass the exam will earn the FSC Accredited Professional credential.

NEW QUESTION 72
A Financial Services Cloud (FSC) administrator is setting up a permission set for Actionable Relationship Center. Which license should the administrator select on the Permission Set setup page?

FSC Standard

FSC Basic

OmniStudio

FSC Extension

NEW QUESTION 73
Which three things must an admin keep in mind when creating Action Plan Templates’5

When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.

When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.

An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.

When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset ” defined in the Action Plan Template

The Action Plan Template permission set must be added to all users that want to use Action Plans.

NEW QUESTION 74
A private equity company with only one administrator wants to upgrade Financial Services Cloud (FSC) from a Sales Cloud Unlimited Edition (UE) org. The company decided to install FSC greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month.
What should the administrator do as part of the preparation for the data migration process?

The administrator can ask the business manager on the investment bank team to review the file directly.

After running the backup data export manually for 2 weeks, the administrator can schedule this job to run weekly every Sunday to review the file on Mondays at the start of the week for data comparisons/analysis.

As a dry run, the administrator can test this process via a data export request from the primary sandbox to the existing Sales Cloud UE org.

To start, the administrator can run a daily backup data export for a week, then continue to run this job weekly until they are ready for data migration.

NEW QUESTION 75
A user is having trouble logging into Salesforce. The users login history shows that this person has attempted to log in multiple times and has been locked out of the organization.
How can the system administrator help the user log into Salesforce? (2 answers)

Click reset password on the users record detail page.

Send an email to the user containing the user’s password

Click unlock on the users record detail page

NEW QUESTION 76
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

Use Field Level Security on Milestones

Flow for Financial Service Cloud is not available for the Individual Object Model.

Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates

The Flow users require a Flow Permission Set License.

NEW QUESTION 77
Which three insurance processes are managed by the Policy Administration component?

Payments

Approvals

Commissions

Underwriting

Endorsements

NEW QUESTION 78
A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees.
How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

Create a Financial Account sharing rule based on criteri

Create a Financial Account sharing rule based on record owner.

Create an Account sharing rule based on record owner.

Create Account sharing rules based on criteria.

NEW QUESTION 79
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts. Which three steps should a Data Architect take to ensure a successful migration?

Ensure Person Accounts is enabled on the org

Configure your Person Account record types m the Indrvidual Record Type Mapper.

Enable ‘Individual to Person Account Migration’ in Custom Settings.

Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records

Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.

NEW QUESTION 80
Which two statements are true for a Group in Financial Services Cloud?

Financial Services Cloud includes a group record type for households

A group is a type of account record that people and businesses can be related to through the Financial Account relationship object

A group is a type of account record that people and businesses can be related to through the account contact relationship object.

Financial Services Cloud includes a group record type for businesses

NEW QUESTION 81
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks.
What FSC feature can Lake Tahoe Bank use to track this process?

Workflow Rules/Process Builder

Action Plans

Apex Tnggers on the task object

Flows

NEW QUESTION 82
Which step is required to give a group of users access to a Financial Deal?

Change organization-wide defaults (OWD) sharing on the Financial Deal object to Public Read/Write.

Create a Financial Deal permission set and assign it to the users that should have access to Financial Deals.

Share a financial deal record with a group by adding them as participants to the record from the Financial Deal Participants related list,

Update Industries Settings to give users access to the Financial Dew object.

NEW QUESTION 83
Which of these statements are true for Rollups in Financial Services Cloud

Rollups are done at both the client and group levels

All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level

Activities can not be rolled up on the activity timeline at group/household level.

Choice 4

NEW QUESTION 84
Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the client onboarding process. Where can Hank see Action Plan Tasks? (2 options)

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

Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.

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

Hank will be able to see the Action Plan Tasks assigned to him on his calendar.

NEW QUESTION 85
Lake Tahoe Bank is implementing Financial Services Cloud. The bank’s new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?

Object Settings

Custom Settings

Lightning Page Editor

Profiles

NEW QUESTION 86
When case assignment rules are being setup, cases can be assigned to whom? (2 answers)

Queue

User

Case Team

Contact

NEW QUESTION 87
What Actions can you take from Life Event card? Select all that apply!

Create Opportunity

Create Case

Request Record Approval

Create Lead and Referral

NEW QUESTION 88
Lake Tahoe Bank branch manager Sue Berry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

Action Plans can be used to schedule appointments with the Bankers.

Action Plans can be used to automatically assign task owners and deadlines for specific client engagements.

Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance.

When you work with Action Plans, you first create Action Plan Templates.

Action Plans require a monthly license fee per user

NEW QUESTION 89
A commercial loan due diligence process is handled by multiple individuals at Lake Tahoe Bank. Lake Tahoe Bank wants an easy way for managers to distribute the work, to understand the % completion of the due diligence process per client and report on the performance of the department to show possible bottlenecks. What FSC feature can Lake Tahoe Bank use to track this process?

Workflow Rules/Process Builder

Action Plans

Apex Tnggers on the task object

Flows

NEW QUESTION 90
Jen, the Financial Advisor at Lake Tahoe Wealth Management Company wants to modify a published Action Plan to support an additional task she needs in order to complete an annual review for a client. How should Jen do this?

Use the ‘task creator’ tool to create a new task and associate with the existing Action Plan

Contact her Salesforce Administrator and get her to make the change to the Action Plan for her.

Use the Action Plan item feature to add an additional task to a published Action Plan.

Create an independent Task not related to original Action Plan

NEW QUESTION 91
In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?

User currency must match org default currency.

Account currency must match org default currency.

User’s locale must match user’s currency.

User’s locale and language must match user’s currency.

NEW QUESTION 92
A financial services company is migrating a legacy customer relationship management system to Financial Services Cloud (FSC). The company is requesting that its consulting partner introduce specific customer interaction features mapped to its business processes.
What should the consultant consider when introducing the FSC features?

If there is a business process for tracking the customer life events and milestones, and timely reminding of opportunities, the Action Plan component is recommended to use.

If there is a business process for limiting role-based data visibility, the Interaction Summaries component is recommended to use.

If there is a business process for taking detailed notes for client meetings and adding action items, the Action Plan component is recommended to use.

If there is a business process for showing common interests and needs across the company’s clients, the Interaction Summaries component is recommended to use.

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