Last Updated: Jul 23, 2026
No. of Questions: 172 Questions & Answers with Testing Engine
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| Section | Objectives |
|---|---|
| Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
| Security, Reporting, and Integration | - Data security and sharing models - Integration with Salesforce ecosystem tools - Reporting and dashboards in Financial Services Cloud |
| Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
1. Where should a Salesforce Administrator go to add custom icons to the Life Events and Business Milestones?
A) Setup > Financial Services > Icons > Life Events and Business Milestones
B) Setup > User Interface > icons > Life Events and Business Milestones
C) Setup > Custom Code > Static Resources
D) Lightning PageLayout > Life Events and Business Milestones Lightning Component > Page Icon Properties
2. Which setting in Action Plans helps to avoid non working hours, company holidays, and other non working days for deadline calculation?
A) Sync with Company Calendar
B) Skip Non-Work Days for Action Plans
C) Skip Non-Work Days For Tasks
D) Skip Non-Work Days for Deadlines
3. What is a key step in identifying different business processes and outlining encompassing system flows based on the existing environment when setting up Salesforce Financial Services Cloud (FSC)?
A) Creating a new Salesforce instance from scratch for the customer
B) Conducting a gap analysis between the customer's current processes and SalesforceFSC capabilities
C) Implementing a generic, one-size-fits-all solution for all customers
D) Importing the customer's existing data into Salesforce FSC without any modifications
4. A consultant is configuring ademo for a customer but cannot create new residential loan application records.
What is prohibiting the consultant from creating a new residential loan application?
A) The administrator did not enable "Allow Mortgage Access" in Setup.
B) The user does not have "Mortgage User" checked in their user record.
C) The administrator did not assign the Mortgage permission set to the user.
D) The Residential Loan Application flow was not enabled in the setup.
5. Cumulus Cloud Bank is asking the consultant to explain some tools available to integrate Salesforce into several of its back-end/core systems.
Which three capabilities should a consultant recommend?
A) OmniStudio DataRaptors
B) Industry Integration Solutions with the MuleSoft Anypoint Platform
C) OmniStudio Integration Procedures
D) Data Processing Engine
E) Data Consumption Framework
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: D | Question # 3 Answer: B | Question # 4 Answer: C | Question # 5 Answer: A,B,C |
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