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 Financial-Services-Cloud Dumps with Practice Exam Questions Answers

Questions: 168 Questions and Answers With Step-by-Step Explanation

Last Update: Apr 27, 2025

Financial-Services-Cloud Question Includes: Single Choice Questions: 88, Multiple Choice Questions: 80,

Financial-Services-Cloud Questions and Answers

Question # 1

A bank recently sold its wealth management division and wants to improve its customers’ digital experience. The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.

Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?

A.

Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.

B.

Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.

C.

Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.

D.

Manage policy holder’s interactions with customer service agents intelligently through the underwriting process.

E.

Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.

Question # 2

In Financial Services Cloud, what is the criteria for commas and symbols to be displayed correctly on the Financial Account Summary component?

A.

User currency must match org default currency.

B.

Account currency must match org default currency.

C.

User's locale must match user's currency.

D.

User's locale and language must match user's currency.

Question # 3

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model. What are the steps to disable person accounts? (Choose Three)

A.

Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.

B.

Assign the Person Account record type to the user profiles.

C.

Disable the Person Account custom setting.

D.

Remove Person Account record types from the Individual Record Type Mapper.

E.

Assign the Individual record type to the user profiles.

Question # 4

A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.

Which two Financial Services Cloud capabilities should help address these challenges?

A.

Action Plans

B.

Financial Accounts

C.

Omni Scripts

D.

Roll-up Summaries

Question # 5

The Salesforce Admin at Lake Tahoe Bank is implementing Financial Services Cloud and wants to roll up customer data at the client and group levels. What functionality can Rollup By Lookup (RBL) provide for this requirement?

A.

RBL calculations can notbe disabled when importing data into your Salesforce org.

B.

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

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.

Rollups for multiple joint owners are not supported

E.

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

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Salesforce Financial-Services-Cloud Practice Exam FAQs

1. What is the Salesforce Financial-Services-Cloud Exam?


The Salesforce Financial-Services-Cloud Exam is a certification test designed to validate the skills and knowledge of professionals in using Salesforce Financial Services Cloud. This exam assesses your ability to implement and manage financial services solutions using Salesforce’s specialized cloud platform.

2. Who should take the Salesforce Financial-Services-Cloud Exam?


The Salesforce Financial-Services-Cloud exam is ideal for financial advisors, wealth managers, and other professionals in the financial services industry who use Salesforce Financial Services Cloud to manage client relationships, drive sales, and optimize operations.

3. What topics are covered in the Salesforce Financial-Services-Cloud Exam?


The Salesforce Financial-Services-Cloud exam covers various topics, including household and relationship management, financial accounts and rollups, referral management, action plans, and compliance management.

4. How many questions are on the Salesforce Financial-Services-Cloud Exam?


The Salesforce Financial-Services-Cloud exam consists of 55 multiple-choice questions that need to be completed within a specified time limit.

5. What is the passing score for the Salesforce Financial-Services-Cloud Exam?


The passing score for the Salesforce Financial-Services-Cloud exam is typically around 65%.

6. What is the difference between Salesforce Financial-Services-Cloud and Salesforce-Communications-Cloud Exams?


The Salesforce Financial-Services-Cloud and Salesforce-Communications-Cloud exams are designed for different industry-specific applications of Salesforce. Here are the key differences between the two:

  • Financial-Services-Cloud: The Financial-Services-Cloud Exam is aimed at professionals in the financial services industry, such as financial advisors, wealth managers, and bankers. It focuses on managing client relationships, financial accounts, and compliance within the financial sector.
  • Salesforce-Communications-Cloud: The Salesforce-Communications-Cloud Exam is intended for professionals in the communications industry, including telecom operators and media companies. It emphasizes managing customer interactions, service orders, and network operations.

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DumpsTool’s Financial-Services-Cloud practice questions providing you with a comprehensive understanding of the key concepts and scenarios in the Financial Services Cloud. This allows students and professionals to grasp the subject matter thoroughly, ensuring they are well-prepared for the Financial-Services-Cloud exam.

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Yes, DumpsTool provides a money-back guarantee if you do not pass the exam after using our Financial-Services-Cloud study materials. This success guarantee ensures that you are investing in quality materials designed to help you succeed.

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