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| Section | Weight | Objectives |
|---|
| Topic 1: Delivery | 46% | - Deploy and optimize FSC solutions - Action plans, financial goals, and referral management - Configure user interface, permissions, and automation - Client and household relationship management - Implement reporting, dashboards, and analytics - Data migration and integration strategy
|
| Topic 2: Discovery | 12% | - Document business needs, value proposition, and solution vision - Analyze current business processes and architecture - Map requirements to FSC capabilities and system flows
|
| Topic 3: Define and Design | 42% | - Define future-state business processes - Apply FSC data model, objects, and relationships - Territory hierarchy, multi-currency, and localization setup - Design solutions using FSC modules and best practices - Security, access control, and compliance design
|
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Quiz 2026 Salesforce Financial-Services-Cloud: Salesforce Financial Services Cloud (FSC) Accredited Professional First-grade Valid Exam Dumps
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Salesforce Financial Services Cloud (FSC) Accredited Professional Sample Questions (Q157-Q162):
NEW QUESTION # 157
How should developers configure customized nodes for display in ARC?
- A. Reference the FlexCard in the Display properties of the custom ARC relationship graph
- B. Reference the Lightning WebComponent in the Display properties of the custom ARC relationship graph
- C. Select Use FlexCard from the node Display tab to show the node in a FlexCard
- D. Select Use LWC from the node Display tab to show the node in a Lightning Web Component
Answer: B
Explanation:
To configure customized nodes for display in ARC, developers should reference the Lightning Web Component in the Display properties of the custom ARC relationship graph. A Lightning Web Component is a custom framework for creating reusable web components that run natively in browsers and leverage modern web standards. A custom ARC relationship graph is a metadata type in Financial Services Cloud that defines how account-account relationships are displayed in ARC, such as node shape, color, size, label, or icon. You can use Lightning Web Components and custom ARC relationship graphs to create customized nodes for ARC that show additional information or functionality for each account. Verified Reference: : Salesforce Help Article [9] : Salesforce Help Article [10]
NEW QUESTION # 158
What are two language-related limitations of Financial Services Cloud?
- A. Predefined reciprocal roles are available only in English.
- B. Referral record type labels are supported only in English.
- C. Custom component labels are supported only in English.
- D. Flows are available only in English.
Answer: A,B
Explanation:
Explanation
Predefined reciprocal roles are available only in English and Referral record type labels are supported only in English are two language-related limitations of Financial Services Cloud. Predefined reciprocal roles are the roles that define the relationship between two individual clients or between an individual client and a group.
For example, Spouse, Child, Parent, etc. These roles are not translated into other languages and cannot be edited or deleted. Referral record type labels are the labels that indicate the type of referral, such as Client Referral or Prospect Referral. These labels are also not translated into other languages and cannot be edited or deleted. References: [Predefined Reciprocal Roles], [Referral Record Type Labels]
NEW QUESTION # 159
What should be considered when configuring the lead conversion process? (2 answers)
- A. Standard lead fields are automatically converted into account, contact and opportunity fields
- B. Custom Lead fields can be mapped to custom object fields
- C. Custom Lead fields can be mapped to account, contact and opportunity fields
- D. Roll-up Summary Lead Fields can be mapped to custom contact fields
Answer: A,C
NEW QUESTION # 160
A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?
- A. Specific User
- B. Queues
- C. Action Plan Creator
- D. Account Team
- E. Role
Answer: B,D,E
NEW QUESTION # 161
While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take?
- A. Create a dedicated Integration User.
- B. Update the System Administrator profile to include the API Only User.
- C. Create a new customprofile and ensure API Only is selected.
- D. Assign the integration user to the System Administrator profile.
Answer: A,C
Explanation:
To ensure the correct profiles and permissions for an API integration between Salesforce and a risk control system, the consultant should do the following steps:
Create a dedicatedIntegration User that will be used to authenticate and authorize the API calls between Salesforce and the risk control system. The Integration User should have a unique username, password, and security token that are not shared with other users or systems.The Integration User should also have the minimum permissions and access settings required to perform the integration tasks.
Create a new custom profile and ensure API Only is selected. The API Only option restricts the user from logging in to the Salesforce user interface, but allows the user to access the Salesforce API. The custom profile should also have the appropriate object permissions, field-level security, record types, page layouts, and other settings that are relevant for the integration. The custom profile should be assigned to the Integration User.
NEW QUESTION # 162
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