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Salesforce Financial-Services-Cloud Dumps Questions Answers

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Last Update: Mar 19, 2023
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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) exam Questions and Answers

Questions 1

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?



RBL calculations can not be disabled when importing data into your Salesforce org.


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


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.


Rollups for multiple joint owners are not supported


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

Questions 2

A client has called their Financial Advisor to open an Education Savings Account for their first child. What 2 steps should the Financial Advisor take in the Financial Services Cloud App to capture that information?



Create a Life Event for the birth of the child and a Referral for the Education Savings Account


Create a case and include the target Savings amount for the Education Savings Account and relate the case to the child's Person Account.


Create a Referral for the Banker for an Education Savings Account


Create a Life Event for the birth of the child and a Financial Goal for the Education Savings Account


Create two Life Events, one for the birth of the child and one for the Education Savings Account.

Questions 3

The Salesforce Admin at Lake Tahoe Wealth Management Company wants to ensure that the advisors at his firm can quickly see the most important client data in the Actionable Relationship Center (ARC). What must the Admin configure for each object to display the most important fields on the side panel of ARC?



Compact Layout


Page Layout


Search Layout


Lightning Record Pages


Field Sets

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