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Financial-Services-Cloud PDF



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Financial-Services-Cloud PDF + Testing Engine



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  • Exam Name: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam
  • Last Update: 05-Jun-2023
  • Questions and Answers: 71
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Financial-Services-Cloud Questions and Answers

Question # 1

Which of the following objects do support Group-Level Rollups?






Financial Accounts


Action Plans



Question # 2

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 # 3

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


The bank wants to use this project as an opportunity to retire customization


The current implementation is using a product-centric view and the bank wants to move to a customer-centric view.


Data migration is a big concern The current org has a large amount of data and the Bank wants to minimize data migration efforts.


The bank has limited redesign opportunities for business capabilities.


Existing business capabilities and processes can be redesigned to deliver a higher business impact

Question # 4

Which two statements are true about Group Membership in Financial Services Cloud?


Group Membership defines the role of the member within the Group.


With Group Membership settings you can define if a Group is the member's primary Group.


With Group Membership settings you can define who is the primary and who is the secondary member within the Group.


Group Membership is modeled using the Account-Group Relationship object.

Question # 5

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?


RBL calculations can not be disabled when importing data into your Salesforce org.


An RBL rule displays summary calculations of financial account information, such as account balances.


When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL) configuration updates the corresponding RBL summaries at the client and Group levels.


Rollups for multiple joint owners are not supported


Rollup By Lookup (RBL) displays associated records for Financial Accounts. Financial Goals, and Opportunities.

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Financial-Services-Cloud Testimonials

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gb  Ogden
posted on 18-Feb-2023
5 Stars

The resources provided by were invaluable in my preparation for the Salesforce Financial-Services-Cloud exam. The study material was comprehensive and well-organized, and the practice dumps provided me with a realistic preview of the exam.


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th  Buckland
posted on 02-Dec-2022
5 Stars

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dm  Jimmie
posted on 24-Nov-2022
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th  Cameron
posted on 21-Nov-2022
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no  Mary
posted on 05-Oct-2022
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