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Salesforce Financial Services Cloud Exam Questions
- Topic 1: Discovery: In this topic, Salesforce financial services consultants learn to assess and document customer needs, value propositions, and visions for Financial Services Cloud (FSC) solutions. Key skills involve analyzing current business processes, understanding architectural flows, and determining how FSC capabilities align with existing systems. This measures the consultant's ability to accurately map customer goals to FSC functionalities for optimal outcomes.
- Topic 2: Define/Design: This topic focuses on designing tailored solutions using the FSC data model, best practices, and modules to meet specific business requirements. Salesforce financial services consultants learn to identify necessary objects, relationships, and system flows while considering organizational security, territory hierarchies, and multilingual capabilities. Skills in sprint prioritization, data migration strategy, and aligning processes to future state designs are assessed as well.
- Topic 3: Delivery: This topic evaluates the ability to implement the finalized FSC design. Salesforce financial services consultants demonstrate proficiency in setting up user interfaces, permissions, and integration tools. Additionally, they leverage automation, reporting, and dashboard-building skills to align with defined success criteria. This ensures the consultant's readiness for delivering effective FSC deployments.
Free Salesforce Financial Services Cloud Exam Actual Questions
Note: Premium Questions for Financial Services Cloud were last updated On Jun. 21, 2025 (see below)
[Financial Accounts, Rollups, and Referrals]
What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?
[FSC Data Model and Configuration]
Which two statements are true about Group Membership in Financial Services Cloud?
How can the Salesforce Admin change the configuration to summarize Financial Goals at the household level?
To change the configuration to summarize Financial Goals at the household level, you need to update the selection in ''Activities & Objects to Roll Up'' to include Financial Goals. This option is available in Setup > Financial Services Settings > Activities & Objects to Roll Up. By selecting Financial Goals, you enable Group-Level Rollups for Financial Goals, which display the total number of goals, completed goals, and completion percentage of all the goals that belong to a group. Verified Reference: : Salesforce Financial Services Cloud Implementation Guide, page 81.
During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support Compliant Data Sharing (CDS). What are three things the consultant should consider regarding CDS?
Compliant Data Sharing (CDS) is a feature of Financial Services Cloud that allows granular control over access to sensitive data in Account and Opportunity objects. CDS can help financial services companies comply with regulations and policies that restrict data visibility based on user roles. Some considerations regarding CDS are:
Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features. Participant Roles are custom objects that define the possible roles for users who need access to Account or Opportunity records. For example, a Participant Role can be Advisor, Client, Specialist, or Decision Maker. Each Participant Role has an associated access level that determines what data fields the user can view or edit. For example, an Advisor can have full access to all fields, while a Client can have read-only access to some fields.
Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects. CDS is not enabled by default in Financial Services Cloud. To enable CDS, compliance managers or administrators need to create an integration definition record for each object that they want to enable CDS for. An integration definition record specifies the object name, the field name that contains sensitive data (such as Notes), the field name that contains the record owner (such as OwnerId), and the field name that contains the record type (such as RecordTypeId).
Role Hierarchy---based sharing is disabled by default in CDS. Role Hierarchy is a feature of Salesforce that allows users to inherit access to records from their managers or peers in the role hierarchy. For example, if a user has access to an Account record, their manager also has access to that record by default. However, in CDS, role hierarchy---based sharing is disabled by default for Account and Opportunity objects. This means that users do not inherit access to records from their role hierarchy unless they are explicitly granted access through Participant Roles or other sharing features.
What step is required to give users access to the Financial Services Cloud Commercial Banking features?
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