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: Sep 04, 2026

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Question 1

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and

wants to rollup financial data at the client and group levels? What functionality can Rollup

By Lookup (RBL) provide for this requirement?

A : Rollup By Lookup (RBL) displays associated records for Financial Accounts, Financial Goals and Opportunities.

B : Rollups for multiple joint owners are not supported.

C : When you edit a financial account record or primary Group membership, the Rollup By Lookup (RBL)configuration updates the corresponding RBL summaries at the client and Group levels.

D : An RBL rule displays summary calculations of financial account information, such as account balances.

E : RBL calculations can't be disabled when importing data into your Salesforce org.

Answer: A,C,D

Question 2

Lake Tahoe Bank would like to capture their commercial customers in FSC. A commercial customer can be owned by multiple groups. How can Lake Tahoe Bank SF Admin configure FSC to capture and display commercial customer and its parent company ? (3 correct answers)

A : Add the Business record type to the Group record type mapper

B : Capture the majority owner as parent account using Account hierarchy

C : Leverage Groups to capture the majority owner and Account hierarchy to capture minority owner

D : Enable Relationship Group Hierarchy in Custom Metadata

E : Link multiple owners to the business entity as a Group

Answer: A,C

Question 3

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 4

Universal Containers uses a custom field on the account object to capture the account credit status. The sales

team wants to display the account credit status on opportunities.

Which feature should a system administrator use to meet the requirements?

A : Look-up Field

B : Roll-up summary field

C : Workflow field update

D : Cross-object formula field

Answer: D

Question 5

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

Page: 1 / 66

Total 330 Questions | Updated On: Sep 04, 2026

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