Expert Answers to Salesforce Exam Financial-Services-Cloud Questions

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Accredited Professional Certification Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (WI25)

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam (WI25)

Last Update Apr 1, 2025
Total Questions : 168

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Questions 2

A consultant is building an agent console for an insurance company using FlexCards to provide a 360-degree view of its customers. An Integration Procedure will be used to retrieve Account, Opportunity, and Contract data. The agent wants the following information displayed:

• Account information including account name, phone, and website

• Active opportunities related to the Account

• Active insurance policies related to the Account

• The ability to view and renew policies

How should the consultant design the FlexCards to meet these requirements?

Options:

Parent FlexCard with single Child and Card Actions

Parent FlexCard with multiple Q**jld Flex Cards and Card Actions

Parent FlexCard with multiple Cnrraren and different Card States

Parent FlexCard with single Child and multiple Card States

Discussion 0

Questions 3

A new custom object has been created, and the records of this object will be created through integration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

Options:

Create a junction object between the external system and the new customer object where the data will reside

Ensure custom metadata is configured and each custom metadata record details where the data will be sent

Use a CSV file with the data created and use Data Loader to map to the correct field

Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce

Discussion 0

Questions 4

What step is required to give users access to the Financial Services Cloud Commercial Banking features?

Options:

Update Industries Settings to give users access to the Commercial Banking Console Lightning app.

Assign permission sets to give users access to the Commercial Banking Console Lightning app.

Update the user profiles to give users access to Financial Services Cloud objects

Install the Commercial Banking Managed Package

Discussion 0

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Questions 5

Lake Tahoe Bank branch manager Sue Barry wants to encourage all Personal Bankers to use Action Plans to capture repeatable tasks and automate the task sequences, improving collaboration and productivity. Which three of the following statements about Action Plans are true?

Options:

When you work with Action Plans, you first create Action Plan Templates

Action Plans require a monthly license fee per user

Action Plans can be used to schedule appointments with the Bankers

Action Plans make it easy to create reports and dashboards, so you can monitor progress and ensure compliance

Action Plans can be used to automatically assign task owners and deadlines for specific client engagements

Discussion 0