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Salesforce Financial Services Cloud Accredited Professional Exam Questions
Financial Services Cloud Accredited Professional (Page 4 )

Updated On: 21-Feb-2026
Page 4 of 35
PDF with 170 Questions

[FSC Features and Functionality]
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisorswith an accurate summary of their client's financial data?

  1. Create a roll-up field on the Opportunity object to track client's Financial Account balance and display the summary amount on the Person Account object.
  2. Set clients financial data to be rolled up using Financial Services Cloud Primary Group.
  3. Create a custom obiect to track client's financial data
  4. Use Process Builder to create a workflow to summarize data at the Person Account level.

Answer(s): B



[Relationship and Group Management]
Lake Tahoe Bank allows more than two owners on Financial Accounts. The Salesforce Admin wants to make sure that balances are rolled up to all joint owner's primary Households.
Which 2 options does the Salesforce Admin have to accomplish this?

  1. Enable all RBL (Rollup By Lookup) rules to ensure the balances are rolled up to the householdlevel.
  2. Enable the 'Enable Rollup Summary' in custom settings
  3. Create custom RBL (Rollup By Lookup) rules to rollup the joint owner balances.
  4. Disable RBL (Rollup By Lookup) rules that rollup balances using joint owner on Financial Account.
  5. Enable RBL (Rollup By Lookup) rules that rollup balances using Financial Account Role for joint owners.

Answer(s): C,E



[Security, Permissions, and Integration]
To access Financial Services Cloud Lightning Components "My Domain" must be enabled. How does the System Admin accomplish this?

  1. Register a subdomam using the My Domain wizard and then deploy it
  2. Open a case withSalesforce Support
  3. Enable Communities
  4. Go to Custom Settings and edit the Industries Settings

Answer(s): A



[FSC Features and Functionality]
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud.
Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?

  1. For each user, the user currency must correspond to the default currency for the user's locale
  2. The Salesforce Admin can enable or disable multiple currencies if needed
  3. When filtering by currency values in reports or list views, users must specify a currency ISO code, such as USO or GBP. before the value.
  4. When multicurrency is enabled in FSC. advanced currencymanagement is also available

Answer(s): C,D



[FSC Data Model and Configuration]
Lake Tahoe Bank has been using Sales Cloud to support the business to consumer (B2C) activities. The VP of IT wants a better and more flexible data model that can supporthis B2C Banking use cases. He is considering upgrading to Financial Services Cloud, using Person Accounts.
Which 2 of these statements are true for the Financial Services Cloud Person Account Data Model?

  1. Person Accounts can be merged with Business Accounts in Financial Services Cloud
  2. To share a Person Account record the admin will need to create sharing rules Account and Contact objects
  3. The Person Account record type can be used when a client is an agent for a broker firm that is doing business with the Financial Institution.
  4. The Person Account is a virtual object displaying data from Accounts and Contacts objects. It represents all aspects of the person and includes D data such date of birth or tax ID number.
  5. The Person Account model uses the standard Account object to hold all of the details about a person The Account object has been extended " with custom fields and a Person Account Record Type

Answer(s): D,E






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