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Salesforce Financial Services Cloud Accredited Professional Exam Questions
Financial Services Cloud Accredited Professional (Page 3 )

Updated On: 21-Feb-2026
Page 3 of 35
PDF with 170 Questions

[Financial Accounts, Rollups, and Referrals]
Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?

  1. An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.
  2. Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.
  3. The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels
  4. Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules
  5. RBL rules do not require a lot of processing power.

Answer(s): A,C,D



[Financial Accounts, Rollups, and Referrals]
Which of the following objects do support Group-Level Rollups?

  1. Tasks
  2. Alerts
  3. Financial Accounts
  4. Action Plans
  5. Opportunities

Answer(s): C,D,E



[Relationship and Group Management]
Which 3 options does the Financial Services Cloud application offer to view and update Account- Account. Account-Contact, and Contact-Contact Relationships?

  1. Actionable Relationship Center
  2. Family Members Component
  3. Relationship Map
  4. Group Members Component
  5. Life Events Component

Answer(s): A,C,D



[FSC Data Model and Configuration]
Which two statements are true about Group Membership in Financial Services Cloud?

  1. Group Membership defines the role of the member within the Group.
  2. With Group Membership settings you can define if a Group is the member's primaryGroup.
  3. With Group Membership settings you can define who is the primary and who is the secondary member within the Group.
  4. Group Membership is modeled using the Account-Group Relationship object.

Answer(s): A,B



[FSC Features and Functionality]
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system.
What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

  1. Leverage Financial Services Cloud Relationship Groups to link duplicate client records and create a consolidated view.
  2. Implement deduplication rules in Salesforce and let the integration handle the updates to the source system.
  3. Create a custom Person Account hierarchy to link duplicate client records.
  4. Create custom components to provide a single view of the client.
  5. Link individuals using related contacts to link duplicate client records

Answer(s): A






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