Salesforce Financial Services Cloud Certification Exam Sample Questions

We have prepared Salesforce Financial Services Cloud Accredited Professional certification sample questions to make you aware of actual exam properties. This sample question set provides you with information about the Salesforce Financial Services Cloud exam pattern, question formate, a difficulty level of questions and time required to answer each question. To get familiar with Salesforce Financial Services Cloud Accredited Professional exam, we suggest you try our Sample Salesforce Financial Services Cloud Certification Practice Exam in simulated Salesforce certification exam environment.

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Salesforce Financial Services Cloud Sample Questions:

01. What are critical considerations when configuring the Actionable Relationship Center (ARC)?

(Choose two)

a) Ensuring the ARC is aligned with user workflows.

b) Automating the creation of all household relationships.

c) Validating data used for relationship insights.

d) Standardizing ARC templates across all departments.

02. Why is it important to consider the customer’s hierarchical structure in FSC?

a) To automate workflows across departments.

b) To configure Territory Management and other features accordingly.

c) To standardize templates for all users.

d) To ensure all users have access to KPIs.

03. During the discovery phase, what is a key activity when assessing the current state business architecture?

a) Automating all data entry processes.

b) Configuring user permissions and roles.

c) Migrating legacy data to Salesforce.

d) Determining gaps between current processes and FSC capabilities.

04. When configuring the Lead object in FSC, what should be considered?

a) Aligning it with existing Salesforce workflows.

b) Automating lead conversion without validation.

c) Standardizing all lead data fields.

d) Mapping leads to external systems.

05. How does multi-language configuration support FSC implementations?

a) By automating translation workflows.

b) By enabling user interfaces to support multiple languages.

c) By standardizing communication templates.

d) By configuring all KPIs in the local language.

06. Why is it important to validate the relationship hierarchy in FSC during the design phase?

a) To enable multi-currency support in the Salesforce environment.

b) To automate workflow configurations.

c) To configure user permissions automatically.

d) To ensure alignment with Territory Management and security requirements.

07. Which steps are critical when designing a data migration strategy?

(Choose two)

a) Ensuring data integrity and accuracy.

b) Automating all data transformation workflows.

c) Mapping legacy data to the FSC data model.

d) Configuring Salesforce roles and permissions.

08. When implementing FSC, what is the primary goal of the initial setup?

a) Configuring report templates.

b) Installing FSC components and setting up the environment.

c) Migrating legacy data.

d) Setting up the Actionable Relationship Center (ARC).

09. What are essential activities for configuring security settings in FSC?

(Choose two)

a) Standardizing security templates across environments.

b) Automating role assignments for all users.

c) Validating security configurations against compliance standards.

d) Mapping security roles to data access requirements.

10. Which activities are important when building reports and dashboards in FSC?

(Choose two)

a) Ensuring dashboards reflect Success Criteria defined during discovery.

b) Automating the creation of reports for all user groups.

c) Mapping data sources accurately to dashboard components.

d) Standardizing all dashboards to use the same fields.

Answers:

Question: 01 Answer: a, c	Question: 02 Answer: b	Question: 03 Answer: d	Question: 04 Answer: a	Question: 05 Answer: b
Question: 06 Answer: d	Question: 07 Answer: a, c	Question: 08 Answer: b	Question: 09 Answer: c, d	Question: 10 Answer: a, c

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Salesforce Financial Services Cloud Certification Exam Sample Questions

Salesforce Financial Services Cloud Sample Questions:

Answers:

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