Last Updated: Sep 06, 2026
No. of Questions: 172 Questions & Answers with Testing Engine
Download Limit: Unlimited
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| Section | Weight | Objectives |
|---|---|---|
| Data Model and Architecture | 18% | - Custom objects for financial products - Individual and Household data model - Relationship mapping between accounts and contacts - Financial Account and Financial Holding objects |
| Client Management | 15% | - Relationship types and hierarchy - Client profiling and segmentation - Household management - Client lifecycle management |
| Wealth Management Capabilities | 20% | - Financial goals and planning - Performance monitoring - Investment portfolio management - Asset allocation tracking |
| Financial Services Cloud Overview | 10% | - Key differentiators from standard Salesforce CRM - Use cases for Banking, Wealth Management, and Insurance - Core capabilities of Financial Services Cloud |
| Implementation and Configuration | 10% | - Security model considerations - Best practices for deployment - Setup and configuration basics |
| Analytics and Reporting | 12% | - Financial Services Cloud reports and dashboards - Key metrics for financial advisors - Custom reporting requirements |
| Banking and Lending Features | 15% | - Digital lending workflows - Account aggregation - Compliance and regulatory considerations |
Question 1
Lake Tahoe Bank needs to conduct periodic reviews with their customers to review credit & debit card usage, review account payables and discuss credit needs. The bank wants to ensure such activities are tracked and exceptions are reported &followed up on in a timely manner. How can Financial Services Cloud support these requirements?
A. Run a nightly process to create tasks and assign them to account owners for follow-ups
B. Train account owners to create required tasks periodically and setdue dates for tracking.
C. Create an Action Plan Template with associated pre-determined Tasks and automate the periodical creation of Action Plans for customer accounts.
D. Use Lightning Scheduler to periodically schedule tasks for account owners.
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. Link multiple owners to the business entity as a Group
B. Enable Relationship Group Hierarchy in Custom Metadata
C. LeverageGroups to capture the majority owner and Account hierarchy to capture minority owner
D. Add the Business record type to the Group record type mapper
E. Capture the majority owner as parent account using Account hierarchy
Question 3
Planter Farm Credit Union provides loan and insurance products to farmers who operate individually as well as in collaboration with other neighboring farms & farmers. The collaboration can be seasonal or for a limited timeframe. What construct in Financial Services Cloud is most appropriate to represent such collaborative customer business operations?
A. Custom Relationship Group
B. Standard Household
C. Account with Record Type = Business
D. Contact-Contact Relationship
Question 4
How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?
A. Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
B. Select Use FlexCard from the node Display tab to show the node in a FlexCar
C. Reference the FlexCard in the Display properties of the custom ARC relationship graph.
D. Reference the Lightning web component in the Display properties of the custom ARC relationship graph.
Question 5
Cumulus Insurance's business processes are quite complex, and steps in the process may vary depending on the information captured.
Which three actions regarding functionality and features should a consultant suggest exploring to help guide Cumulus Insurance users through these processes?
A. Configure Dynamic Lightning pages.
B. Configure Dynamic Actions for Lightning pages.
C. Build custom Lightning pages that correspond to each stage of the business process.
D. Use flows to remove the neea for complex Lightning pages.
E. Enable In-App Guidance to provide walk-throughs.
Solutions:
| Question 1 Answer: C | Question 2 Answer: A,C,D | Question 3 Answer: A | Question 4 Answer: C | Question 5 Answer: B,D,E |
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