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Financial-Services-Cloud PDF



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  • Exam Name: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam
  • Last Update: 31-Jan-2023
  • Questions and Answers: 65
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Financial-Services-Cloud Questions and Answers

Question # 1

What actions can a Wealth Advisor take from the Life Events card7


Create Case


Create Lead & Referral


Open an Account


Request Record Approval


Create Opportunity

Question # 2

Lake Tahoe Bank is implementing Financial Services Cloud. The bank's new business processes require that Financial Advisors can add individuals to more than one Group or Household using Multiple Relationship Groups. Where do Admins enable Multiple Relationship Groups?


Object Settings


Custom Settings


Lightning Page Editor



Question # 3

Which three of these statements are true for Rollup By Lookup (RBL) in Financial Services Cloud?


An RBL (Rollup By Lookup) rule displays summary calculations of financial account information, such as account balances.


Person Accounts need to be enabled in order to use the Rollup by Lookup functionality.


The Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the diem and group levels


Salesforce does not recommend or provide support for creation or customization of Financial Services Cloud RBL rules


RBL rules do not require a lot of processing power.

Question # 4

For which three objects are Rollup By Lookup (RBL) summaries are available?


Life Events


Financial Accounts


Assets and Liabilities





Question # 5

Which three things must an admin keep in mind when creating Action Plan Templates'5


When creating Action Plan Templates with the Ul. you can designate a plan owner different from the plan creator.


When you create an Action Plan from a template for a specific target record, the plan creator can choose whether the date calculation is based on calendar or working days.


An Action Plan is a run-time instance of the template that allows you to automate the sequence of the tasks you defined in the template.


When you create an Action Plan from a template for a specific target record, item deadlines are calculated using the start date and date offset " defined in the Action Plan Template


The Action Plan Template permission set must be added to all users that want to use Action Plans.

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Financial-Services-Cloud Testimonials

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th  Buckland
posted on 02-Dec-2022
5 Stars

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dm  Jimmie
posted on 24-Nov-2022
5 Stars

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th  Cameron
posted on 21-Nov-2022
5 Stars

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no  Mary
posted on 05-Oct-2022
5 Stars

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