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Free FINANCIAL-SERVICES-CLOUD Exam Braindumps
Financial Services Cloud Accredited Professional Questions 1–5 (page: 2)

Updated On: 10-Feb-2026
Page 2 of 35
PDF with 84 Questions

[FSC Data Model and Configuration]
What steps does the SalesforceAdministrator have to take to create a new Business Milestone Type?

  1. In the Object Manager go to the Business Milestone object and create a new field using the name of the new milestone.
  2. Find Person Life Event using the Object Manager and add a new picklist value on the Milestone Type Field.
  3. Find Business Milestone using the Object Manager and add a new picklist value on the Milestone Type Field
  4. In the Lightning Page Editor add the new Milestone Type to the Life Events & Business Milestones Lightning component

Answer(s): C



[FSC Data Model and Configuration]
Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?

  1. Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
  2. Setup > Custom Code > Static Resources
  3. Setup > User Interface > icons > Life Events and Business Milestones
  4. Setup > Financial Services > Icons > Life Events and Business Milestones

Answer(s): B



[FSC Data Model and Configuration]
What actions can a Wealth Advisor take from the Life Events card7

  1. Create Case
  2. Create Lead & Referral
  3. Open an Account
  4. Request Record Approval
  5. Create Opportunity

Answer(s): B,D,E



[FSC Features and Functionality]
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe.
What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?

  1. Contact-Contact Relationship
  2. Custom Relationship Group
  3. Account with Record Type = Business
  4. Standard Household

Answer(s): B



[FSC Data Model and Configuration]

What should a Financial Advisor use to model the relationship between a business contact and a client that is modeled as a person account?

  1. Account-Account Relationship
  2. Contact-Contact Relationship and the Reciprocal Rote
  3. Reciprocal Role
  4. Account-Contact Relationship and the Reciprocal Role

Answer(s): B



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