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

A system administrator at Universal Containers needs to transfer records from one user to another. What object can be transferred using the mass transfer tool? (2 answers)

A : Leads

B : Campaigns

C : Quotas

D : Accounts

Answer: A,D

Question 2

Person accounts store information about individual people by combining certain account and contact fields into a single record. Using the Object Manager, on which Object do you configure the Person Account Page Layout?

A : The Person Account Record Type on the Account Object

B : The Person Account Record Type on the Contact Object

C : The Person Account Object

Answer: C

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

What type of record access can an administrator grant (2 answers)

A : Read/Write only

B : Read only

C : Read/Write/Delete

D : Read/Write/Transfer

Answer: A,B

Question 5

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

Page: 1 / 66

Total 330 Questions | Updated On: Jan 27, 2025

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