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Free FINANCIAL-SERVICES-CLOUD Exam Braindumps
Financial Services Cloud Accredited Professional Questions 66–70 (page: 15)

Updated On: 10-Feb-2026
Page 15 of 35
PDF with 84 Questions

[FSC Features and Functionality]
Which three standard fields are available to track a customer's retirement gial progress?

  1. Contributions
  2. Actual value
  3. Total Value
  4. Target value
  5. Target Date

Answer(s): B,D,E



[Relationship and Group Management]
The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships.
Which three of the following names are Association Type picklist field values?

  1. Member
  2. Group
  3. Trust
  4. Family
  5. Peer

Answer(s): C,D,E



[FSC Features and Functionality]
Which of the following statements are correct when creating Financial Goals?

  1. Users can only create savings oriented goals.
  2. Users require the Financial Goals permission set to works with Financial Goals
  3. Users can associate a goal with a specific Financial Account.
  4. Users can create goals for paying down debt

Answer(s): D



[FSC Features and Functionality]
Which two statements are true for a Group inFinancial Services Cloud?

  1. Financial Services Cloud includes a group record type for households
  2. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
  3. A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.
  4. Financial Services Cloud includes a group record type for businesses

Answer(s): A,C



[FSC Features and Functionality]
What 2 considerations should the Salesforce Administrator review before implementing Flow for customer onboarding?

  1. Use Field Level Security on Milestones
  2. Flow for Financial Service Cloud is not available for the Individual Object Model.
  3. Flow Screen Input Components can only be used in Financial Service Cloud Flow Templates
  4. The Flow users require a Flow Permission Set License.

Answer(s): A,B



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