Financial Services Cloud Accredited Professional

Here you have the best Salesforce Financial Services Cloud Accredited Professional practice exam questions

You have 70 total questions to study from
Each page has 5 questions, making a total of 14 pages
You can navigate through the pages using the buttons at the bottom
This questions were last updated on December 21, 2025
This site is not affiliated with or endorsed by Salesforce.

Question 1 of 70

A banking client currently manages its onboarding process manually with paper forms. To optimize the process, the client wants to digitize and automate as much as possible. The bank wants its clients to manage the forms in a portal and leverage e-signatures for processing.
Which three steps are needed to document this requirement following the discovery session? (Choose three.)

Document the business process flows.

Design the solution using the Financial Services Cloud components.

Determine the best e-signature solution to use.

Understand the journey for the multiple personas involved in the process.

Create a visual flow diagram.

Correct Answer: A, C, D

Question 2 of 70

A retail bank is using Financial Services Cloud to support its operations. The bank has received complaints that its clients’ documentation is often submitted late and when clients call, customer service agents are struggling with multiple systems to determine where the documentation is.
Which solution should a consultant suggest the client explore?

Marketing Cloud integration to manage cent communications

An APEX solution to leverage the SendMail capabilities of Salesforce

The Send Documents flow for Retail Banking

Process Builder to create automated document requests for missing items

Correct Answer: C

Question 3 of 70

Which three insurance processes are managed by the Policy Administration component? (Choose three.)

Question 4 of 70

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in Financial Services Cloud at a client or group level.
What should the administrator configure to meet the requirement?

When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rollup_c lookup field.

Client-level records are aggregated by setting up client-level rollups to all primary group members.

To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household_c field on Account Contact Relationship.

To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup_c field on Account Contact Relationship.

Correct Answer: A

Question 5 of 70

A consultant is looking to create a guided screen to be used by customer service agents answering the phone to authenticate the caller and positively identify them. The agent will ask the caller to provide their full name and the last four digits of their social security number, which is not stored in Salesforce. The agent will enter the provided information into a form, and upon clicking submit, a web service call is made to an external authentication service to authenticate the caller.
What should the consultant do to fulfill the needed requirements?

Create a OmniScript flow.

Create a Lightning web component.

Create a Canvas application for the Authentication module.

Create a screen flow.

Correct Answer: A