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| Vendor: | Salesforce |
|---|---|
| Exam Code: | Financial-Services-Cloud |
| Exam Name: | Financial Services Cloud Accredited Professional |
| Exam Questions: | 168 |
| Last Updated: | December 18, 2025 |
| Related Certifications: | Salesforce CDP Accredited Professional |
| Exam Tags: | Professional Salesforce financial services consultants |
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[FSC Data Model and Configuration]
Rachel Addams belongs to two households:
1. The Addams household where Rachel lives with her spouse, Nigel Addams. Rachel is the client and, as such, is listed as the primary member of that household. This household is also Rachel's primary group.
2. The Symonds household. This household belongs to Rachel's parents, but Rachel manages their finances. Rachel is considered the beneficiary of this household.
In addition, Rachel's household has a related account, the Addams Charitable Trust, and a related contact, Ivan M. Kohl, attorney at law.
What should be the relationships between the parties when the Financial Services Cloud consultant sets up Rachel's person account?
1.Primary Group Household - Addams Household
Primary Member - Rachel Addams
Spouse - Nigel Adams
Trustee - Addams Charitable Trust
Household - Symonds Household
Primary Member - Neil Symonds
Beneficiary - Rachel Addams
Related Accounts - Addams Charitable Trust
Related Contacts - Ivan M. Kohl
A financial services company needs to transform the individual data model to person accounts in Financial Services Cloud (FSC), and its consulting partner is helping decide the sequence of the user stories in the design phase.
What should the implementation team do as the top priority during planning?
[Action Plans and Workflows]
A Salesforce administrator updating a record page to add a Chatter component to the Action Plan Lightning record page is unable to find the Chatter components for selection.
What is the reason for this?
[FSC Features and Functionality]
A major Japanese bank is expanding geographically and opening additional branches in Asi
a. As such, they hired a regional consulting firmto implement Financial Services Cloud (FSC) locally.
What are the two expectations from implementing multi language features in FSC?
[FSC Features and Functionality]
Lake Tahoe Bank has branch offices in many countries around the world and they are planning to roll out Financial Services Cloud. Which of the 2 considerations does the Salesforce Admin have to keep in mind when it comes to dealing with multiple currencies?
[Financial Accounts, Rollups, and Referrals]
Personal Banker Hank Burton is questioning hisReferral Score shown in Salesforce Financial Services Cloud. When is the Referral Score updated?
Security & Privacy
Satisfied Customers
Committed Service
Money Back Guranteed