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Free FINANCIAL-SERVICES-CLOUD Exam Braindumps
Financial Services Cloud Accredited Professional Questions 16–20 (page: 5)

Updated On: 10-Feb-2026
Page 5 of 35
PDF with 84 Questions

[FSC Features and Functionality]
The Salesforce Admin at Lake Tahoe Bank considering implementing Financial Services Cloud.
What is thebest way for the Admin to access a Financial Services pre-configured org, including data and the right licenses, to learn about the product?

  1. Request a 30-day Financial Services Cloud trial org
  2. Request a Salesforce developer org.
  3. Purchase one license of Financial Services Cloud and install it in a production org.
  4. Spin up a Salesforce sandbox org.

Answer(s): A



[FSC Features and Functionality]
Lake Tahoe Bank, an existing Salesforce customer, is planning to implement Financial Services Cloud. Their Salesforce Admin is considering whether to use a new Salesforce org or upgrade the existing org.
Which three of the considerations below indicate that a new Salesforce org is the better choice9

  1. The bank wants to use this project as an opportunity toretire customization
  2. The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.
  3. Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.
  4. The bank has limited redesign opportunities for business capabilities.
  5. Existing business capabilities and processes can be redesigned to deliver a higher business impact

Answer(s): A,B,E



[FSC Data Model and Configuration]
Lake Tahoe Bank is migrating customer records from the Individual Model to Person Accounts.
Which threesteps should a Data Architect take to ensure a successful migration?

  1. Ensure Person Accounts is enabled on the org
  2. Configure your Person Account record types m the Indrvidual Record Type Mapper.
  3. Enable 'Individual to Person Account Migration' in Custom Settings.
  4. Use a CSV field to map PersonRecordTypeld to the Person Account RecoroTypeld and use Data Loader to update Client Records
  5. Log a case with Salesforce to perform the conversion from the indrvkJual Model to Person Accounts.

Answer(s): A,B,D



[FSC Data Model and Configuration]
Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

  1. Person Accounts can be enabled and disabled only by contacting Salesforce Support
  2. Person Accounts cannot be disabled once they were enabled
  3. Creating a client record via Salesforce Inbox is not supported.
  4. AppExchange packages will not work if Person Accounts are enabled

Answer(s): B,C



[FSC Features and Functionality]
The Salesforce Admin wants to make it easier for call center agents to complete some common tasks by setting up flowsand launch them from the Retail Banking Console.
What does the Admin have to keep in mind when setting up Flows?

  1. Flows can be used to provide step-by-step guidance for address changes, without the need for then agent to navigate to different screens.
  2. To open. edit, or create a Flow in Flow Builder, the user needs the Run Flows permission.
  3. To use Financial Services Cloud Flows, you'll need the Financial Services Managed Package installed m the org and the Financial Services Cloud a permission setassigned to the user.
  4. To use a Flow, a user must have access to the underlying object and its field

Answer(s): C



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