Salesforce Exam Financial Services Cloud Topic 2 Question 64 Discussion

Actual exam question for Salesforce's Financial Services Cloud exam

Question #: 64
Topic #: 2

[All Financial Services Cloud Questions]

[FSC Features and Functionality]

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?

ACreate a Life Event for the birth of the child and a Referral for the Education Savings Account

BCreate a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.

CCreate a Referral for the Banker for an Education Savings Account

DCreate a Life Event for the birth of the child and a Financial Goal for the Education Savings Account

ECreate two Life Events, one for the birth of the child and one for the Education Savings Account.

Show Suggested Answer

Suggested Answer: A, D

by Isidra at Jul 09, 2025, 05:59 AM

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Billy

3 days ago

I think creating a case with the target Savings amount for the Education Savings Account is also important.

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Noah

4 days ago

I agree with Blythe, creating a Life Event and a Referral makes sense to capture that information.

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Blythe

6 days ago

I think the Financial Advisor should create a Life Event for the birth of the child and a Referral for the Education Savings Account.

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