The Salesforce Financial Services Cloud exam preparation guide is designed to provide candidates with necessary information about the Financial Services Cloud exam. It includes exam summary, sample questions, practice test, objectives and ways to interpret the exam objectives to enable candidates to assess the types of questions-answers that may be asked during the Salesforce Financial Services Cloud Accredited Professional exam.
It is recommended for all the candidates to refer the Financial Services Cloud objectives and sample questions provided in this preparation guide. The Salesforce Financial Services Cloud certification is mainly targeted to the candidates who want to build their career in Salesforce Accredited Professional domain and demonstrate their expertise. We suggest you to use practice exam listed in this cert guide to get used to with exam environment and identify the knowledge areas where you need more work prior to taking the actual Salesforce Financial Services Cloud Accredited Professional exam.
Salesforce Financial Services Cloud Exam Summary:
Exam Name
|
Salesforce Financial Services Cloud Accredited Professional |
Exam Code | Financial Services Cloud |
Exam Price |
Registration fee: USD 150 Retake fee: USD 150 |
Duration | 75 minutes |
Number of Questions | 50 |
Passing Score | 55% |
Recommended Training / Books | Financial Services Academy Curriculum |
Schedule Exam | Kryterion Webassessor |
Sample Questions | Salesforce Financial Services Cloud Sample Questions |
Recommended Practice | Salesforce Financial Services Cloud Accredited Professional Practice Test |
Salesforce Financial Services Cloud Syllabus:
Section | Objectives | Weight |
---|---|---|
Discovery |
- Given a scenario in which a customer wants a Financial Services Cloud (FSC) solution, document the business needs, value, and vision of the customer to support their desired business outcomes.Given a set of existing business processes and flows, understand the current state of business architecture and determine how to leverage FSC capabilities.
- Given a set of existing business processes and flows, understand the current state of business architecture and determine how to leverage FSC capabilities.
- Given the business needs of a customer, identify different business processes and outline encompassing system flows based on the existing environment. |
12% |
Define/Design |
- Given a set of requirements, identify the relationships, objects, and record types needed to meet the business requirements using the FSC data model. - Given the business processes/requirements for FSC, determine how to create the solution design utilizing the FSC industry best practices and FSC modules. - Given the business requirements, design the future state business processes. - Given the business requirements, architecture, and business processes, determine the appropriate organizational security and data access considerations. - Given a customer's hierarchical structure and geographic locations, determine the need for and configure the territory management hierarchy, multi-currency, and multi-language features in FSC. - Given a set of user stories, identify each story's product backlog priority, dependency, and size to align them to respective sprints. - Given the customer data requirements, create a data migration strategy considering the legacy and future state system landscape to ensure accuracy and referential integrity in data loads. |
42% |
Delivery |
- Based on the final design for a project, perform the necessary steps for the initial FSC setup. - Based on the final design for a project, provision users and set up user interfaces and permissions. - Given a customer's sharing and security requirements, develop the appropriate FSC sharing rules to deploy. - Based on the final design for a project, configure the required objects and fields. - Based on the final design for a project, configure all fields needed for integration mapping and configure any integration users. - Based on information gathered from the user story, build reports and dashboards based on the defined Success Criteria. - Based on the final design for a project, understand how and when to leverage Salesforce Automation tools (Flow, OmniStudio, etc.). - Based on the final design for a project, configure Actionable Relationship Center (ARC), Householding, and Rollups. - Based on the final design for the project, configure the Lead object, build any queues, and create assignments. |
46% |