100% Free Financial-Services-Cloud Practice Exam Questions and Answers

Stay Ahead with Latest Financial-Services-Cloud Salesforce CDP Accredited Professional Practice Test Questions 2026

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Total 330 Questions | Updated On: Oct 26, 2026

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Question 1

Cumulus Insurance has created a Delegated Administrator group for its franchise users to reduce the workload on head office support staff. Which three functions should be added to the Delegated Administrator group?

A : Unlock users.

B : Modify permission sets

C : Set organization-wide sharing defaults on custom objects.

D : Assign or remove permission sets for users in their delegated groups.

E : Create and manage membership of specified public groups.

Answer: A,D

Question 2

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

Question 3

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 4

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

Question 5

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

Page: 1 / 66

Total 330 Questions | Updated On: Oct 26, 2026

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