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Financial-Services-Cloud Exam Questions & Answers

Salesforce Accredited Agentforce Financial Services Professional  •  Salesforce

168 Questions 75 min Updated Sep 2026 99% Pass Rate
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Sample Financial-Services-Cloud Questions

Practice with real exam-style questions, each with the verified correct answer and explanation.

Q1 MultipleChoice

[FSC Features and Functionality]

Which three related lists are visible within Actionable Relationship Center associated with the Account object?

Correct Answer: C, D, E
Q2 MultipleChoice

[FSC Features and Functionality]

Lake Tahoe Bank has duplicate client records in their current CRM system because they come from a different systems of record. Any changes made in Salesforce should be updated in the source system. What can a Salesforce Administrator do to help bankers get a consolidated view of the individual in the Financial Services Cloud?

Correct Answer: A
Q3 MultipleChoice

[FSC Features and Functionality]

A financial services company would like its users to be able to relate two business accounts. Whatshould the administrator configure to meet the requirement?

Correct Answer: B
Q4 MultipleChoice

[FSC Features and Functionality]

A consulting firm is asked to add Events and Milestones to a Lightning record page to give financialadvisors deeper insights into their customers' lives.

What should the consultant configure to enable advisors to capture Once-in-a-Lifetime events and, at the same time, prevent users from accidentally creating more than one event of such an event type?

Correct Answer: D
Q5 MultipleChoice

[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?

Correct Answer: D

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Frequently Asked Questions

The Financial Services Cloud Accredited Professional certification validates expertise in implementing and managing Salesforce Financial Services Cloud solutions. This credential demonstrates proficiency in financial services industry best practices, configuration, customization, and core functionality of the platform.

Salesforce recommends that candidates have at least 3-6 months of hands-on experience with Financial Services Cloud before attempting the exam. It is also beneficial to have foundational Salesforce knowledge and familiarity with core CRM concepts and the financial services industry.

The exam typically consists of 60 multiple-choice questions that must be completed within 120 minutes (2 hours). This time frame allows candidates to thoroughly review each question and submit their responses.

Candidates must achieve a minimum score of 65% to pass the Financial Services Cloud Accredited Professional certification exam. This means answering approximately 39 out of 60 questions correctly.

The exam covers key topics including Financial Services Cloud data model, account and relationship management, industry-specific features, configuration and customization, security and compliance, and best practices for financial services implementations. Questions also assess understanding of integration capabilities and reporting within the platform.
Exam Details
  • Exam CodeFinancial-Services-Cloud
  • VendorSalesforce
  • Total Questions168
  • Duration75 min
  • LanguageEnglish
  • Last UpdatedSep 1, 2026
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