Free Practice Salesforce Financial-Services-Cloud Exam Questions 2025

Stay ahead with 100% Free Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) (WI25) Financial-Services-Cloud Dumps Practice Questions

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Total 330 Questions | Updated On: Jan 27, 2025

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Question 1

What must an administrator do when creating a record type?

A : Create a new page layout for the record type

B : Set the field-level security for the record type

C : Assign the record type to the appropriate profiles

D : Add the record type to the required user records

Answer: C

Question 2

What is an option when customizing a report? (3 answers)

A : Add a filter

B : Summarize fields

C : Schedule a refresh time

D : Add a gauge component

E : Add a grouping

Answer: A,B

Question 3

A financial services company would like its users to be able to relate two business accounts. What should the administrator configure to meet the requirement?

A : Create a new Contact Reciprocal Role for the required value.

B : Update the Role picklist on the Account-Account Relationship object with new value.

C : Create a new Account Reciprocal Role for the required value.

D : Update the Role picklist on the Account-(?ontact Relationship object with new value.

Answer: B

Question 4

Which of these statements are true for Rollups in Financial Services Cloud?

A : Rollups are done at both the client and group levels

B : All financial accounts information, such as account balances are calculated and summarized at the Financial Account Summary level

C : Activities can not be rolled up on the activity timeline at group/household level.

Answer: B

Question 5

Which object would you use to model the relationship between business contact and the client on the relationship group?

A : Account Contact Relationship

B : Account Account Relationship

C : Contact Contact Relationship and Reciprocal Role

D : Reciprocal Role

Answer: C

Page: 1 / 66

Total 330 Questions | Updated On: Jan 27, 2025

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