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Salesforce Financial-Services-Cloud Exam Dumps - Actual Questions Answers

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  • Last Update: Feb 23, 2024
  • Questions: 168 questions with Expert Explanation
  • Single Choice: 87 Q&A's
  • Multiple Choice: 81 Q&A's
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Financial-Services-Cloud Questions and Answers

Question # 1

A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients' documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.

Which solution should a consultant suggest the client explore?


A Marketing Cloud integration to manage client communications


An APEX solution to leverage the SendMail capabilities of Salesforce


Process Builder to create automatl&Socument requests for missing items


The Send Documents flow for Retail Banking

Question # 2

A consultant is configuring a demo for a customer but cannot create new residential loan application records. What is prohibiting the consultant from creating a new residential loan application?


The Residential Loan Application flow was not enabled in the setup.


The administrator did not enable "Allow Mortgage Access" in Setup.


The user does not have "Mortgage User" checked in their user record.


The administrator did not assign the Mortgage permission set to the user.

Question # 3

Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?


Lightning Page Layout > Life Events and Business Milestones Lightning Component > Page Icon Properties


Setup > Custom Code > Static Resources


Setup > User Interface > icons > Life Events and Business Milestones


Setup > Financial Services > Icons > Life Events and Business Milestones

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Salesforce Financial-Services-Cloud Exam Dumps FAQs

1. What is Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam(WI24)?

The Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam(WI24) is an industry-specific offering from Salesforce designed for financial services professionals. It provides out-of-the-box workflows and a data model tailored to three key financial services verticals: wealth and asset management, private banks, and registered investment advisors.

2. Is there a Salesforce Financial Services Cloud (FSC) Certification Exam?

While there isn't a standard Salesforce certification specifically for FSC, there's the Salesforce Financial Services Cloud Accredited Professional Exam launched in July 2023. This exam validates your expertise in managing financial services organizations with FSC.

3. Who should take the Salesforce Financial Services Cloud Accredited Professional Exam?

This exam is ideal for:

  • Salesforce administrators and consultants specializing in the financial services industry.
  • Financial services professionals seeking to deepen their knowledge of using FSC for client relationship management, wealth management, and other key tasks.
  • Individuals aiming to demonstrate their competence to employers and clients in the financial services domain.

4. What are the key topics covered in the Salesforce Financial-Services-Cloud Exam?

The Salesforce Financial-Services-Cloud exam focuses on your understanding of:

  • FSC core functionalities: Client management, account management, wealth management, compliance, reporting, and integrations.
  • Industry-specific regulations and best practices: Know-Your-Customer (KYC) requirements, Anti-Money Laundering (AML) regulations, and data security practices relevant to financial services.
  • Salesforce configuration and customization: Creating custom objects, fields, workflows, and reports tailored to financial services needs.
  • Salesforce Lightning Experience: Working with the modern interface and utilizing its features for improved efficiency.

5. How many questions are there in the Salesforce Financial-Services-Cloud Exam?

The Salesforce Financial-Services-Cloud exam consists of 55 multiple-choice questions.

6. What is the duration of the Salesforce Financial-Services-Cloud Exam?

The duration of the Salesforce Financial-Services-Cloud exam is 75 minutes.

7. What is the passing score for the Salesforce Financial-Services-Cloud Exam?

The passing score for the Salesforce Financial-Services-Cloud is 55%, which means you need to correctly answer at least 31 out of 55 questions.

8. What is the difference between the Salesforce Financial-Services-Cloud and Salesforce Manufacturing-Cloud-Professional Exams?

While both exams fall under the "Accredited Professional" category by Salesforce, they cater to distinct industries and areas of expertise. Here's a breakdown of their key differences:

  • Financial Services Cloud: The Salesforce Financial Services Cloud Exam is geared towards Salesforce administrators, consultants, and financial services professionals managing client relationships, wealth management, and compliance within the financial industry.
  • Manufacturing Cloud Professional: The Salesforce Manufacturing-Cloud-Professional Exam is designed for IT professionals specializing in manufacturing operations, aiming to optimize production processes, inventory management, and quality control using Salesforce Manufacturing Cloud.

9. Does DumpsMate offer study materials for the Salesforce Financial-Services-Cloud Exam?

Absolutely! DumpsMate provides comprehensive study materials to help you prepare, including:

  • Financial-Services-Cloud Exam Dumps PDF: Practice with authentic questions similar to those you'll encounter in the actual exam.
  • Financial-Services-Cloud study guide: Access a structured overview of essential topics for focused learning.
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Yes, DumpsMate offers a success guarantee for our Salesforce Financial-Services-Cloud Exam dumps. We are confident in the quality and accuracy of our materials, and we stand behind them with a guarantee of success. If you don't pass the exam after using our Financial-Services-Cloud dumps, we offer a full refund or free exam retake.

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