Salesforce (Financial-Services-Cloud) Practice Q&As
Vendor: SalesforceExam Code: Financial-Services-Cloud
Exam Name: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam
Certification(s): Salesforce CDP Accredited Professional
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Verified Salesforce Financial-Services-Cloud Exam Actual Questions & Answers by CertsDrive
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The questions for Financial-Services-Cloud were last updated On May 28,2026
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Total Questions: 170
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A consultant is configuring a demo for a customer but cannot create new residential loan application records. What is prohibiting the consultant from creating a new residential loan application?
Answer: D Next Question -
Lake Tahoe Bank is evaluating Financial Services Cloud to help them deliver a customer-centric view. They currently have a heavily customized Salesforce implementation with a product-centric design. Lake Tahoe Bank wants to make sure planned changes have a minimal impact on users during implementation. What is the recommended approach for implementing Financial Services Cloud at Lake Tahoe Bank?
Answer: A Next Question -
Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?
Answer: B Next Question -
Lake Tahoe Bank's financial advisors are complaining that they can't see an accurate summary of their clients financial data as clients often change households. How can an Admin set up Financial Services Cloud to provide financial advisors with an accurate summary of their client's financial data?
Answer: B Next Question -
The Salesforce Admin of Lake Tahoe Wealth Management Company needs to update an existing, published Action Plan Template to accommodate a change in the firm’s annual client review process. What steps should the Admin take to make that change?
Answer: C Next Question -
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?
Answer: E Next Question -
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?
Answer: B Next Question -
Cumulus Bank wants to use Interactions to capture conversations that investment bankers have with their clients. Due to the sensitive nature of the interactions, the bank needs to carefully limit access to the detailed notes for certain groups. Basic information about attendees and meeting dates is not sensitive. Which three options should a consultant recommend?
Answer: B,D,E Next Question -
Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?
Answer: A Next Question -
A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals. Which Financial Services Cloud capability provides the ability to accommodate this request?
Answer: A Next Question
Total Questions: 170