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: Jun 03, 2025

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Question 1

When importing data, what happens if some records do NOT met the data validation criteria?

A : Import process ignores the data validation criteria

B : Import process aborts when it encounters the first invalid record

C : Import process fails only for the records with invalid data.

D : Import process requires user authorization to import the invalid records

Answer: C

Question 2

A financial services company wants to plan ahead for designing the Financial Services Cloud (FSC) implementation. Which three activities should the implementation team prioritize during planning?

A : Prepare for integrations with transactional systems, external data sources, custodians, and any other platforms that the company's business relies on.

B : Beyond the preconfigured settings, evaluate whether they need advanced customizations

C : Enable and configure person accounts in FSC, and assign users with permission set licenses

D : Review the out-of-the-box capabilities and compare them to the company's current needs.

E : Design the modifications to fields, picklists, layouts, and othKrequired features to support business processes

Answer: A,B,D

Question 3

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 4

Sam is the Salesforce Admin for Valley Bank. The bank's financial advisors are complaining they can't see an

accurate summary of their client's financial data as clients often change households. Sam wants to give his

financial advisors a better view of the client's complete financial situation. How can he set this up using FSC?

A : Create a custom object to track the client's financial data

B : Use Process Builder to create a workflow to summarize data at the Person Account level

C : Set client's financial data to be rolled up using Primary Group feature

Answer: C

Question 5

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A : Referral Approval Processes

B : Intelligent Need-Based Referrals and Scoring

C : Einstein Referral Scoring for Financial Services Cloud

D : Referral Routing Rules

Answer: B

Page: 1 / 66

Total 330 Questions | Updated On: Jun 03, 2025

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