Financial Services Cloud Accredited Professional (Salesforce) Dumps 

Exam Title: Salesforce Financial Services Cloud Spring ’24

Exam Code:  Salesforce Financial Services Cloud

Certification: Financial Services Cloud Accredited Professional (Salesforce)

Total Questions: 128

Last Updated:


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Real Up-to-date Salesforce Financial-Services-Cloud Dumps

The IT world moves quickly, and so does your potential if you pass the Salesforce Financial Services Cloud certification test. However, if you don’t use up-to-date Salesforce CDP Accredited Professional Financial Services Cloud exam prep materials, you’ll find that preparing for the Salesforce CDP Accredited Professional test is anything from simple. Luckily, with the help of Dumpsgate’s authentic Salesforce Financial Services Cloud Exam Dumps, you won’t have to worry about this happening to you.

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Exam Details

  • Exam Name: Salesforce Financial Services Cloud
  • Exam Code:  Salesforce Financial Services Cloud
  • Level: Intermediate
  • Prerequisites: None
  • Length: 53 minutes
  • Passing score: 65% (23 out of 35 Questions)
  • Format: 35 multiple-choice/multiple-select questions
  • Pricing: USD 150 plus applicable taxes (USD 75 until Feb 28, 2024)
  • Prerequisites: None

What is Salesforce Financial Services Cloud Exam?

The Financial Services Cloud is a comprehensive system that encourages enduring interactions with customers in the financial sector. As a result of Lightning, the Financial Services Cloud makes it simple for planners to provide the kind of valet support and active advice their customers have come to expect.

Prerequisites and Objectives for Salesforce Financial Cloud Services Exam

There are no prerequisites allotted for the Salesforce Financial Cloud Services. While the objectives are stated as:

  • Describe Financial Services Cloud in simple terms.
  • Analyze the role of Financial Services Cloud on the backend.
  • Outline the digital infrastructure.

Targeted Audience

FSC gives you a comprehensive perspective of your customers’ financial situations across all of your business lines, from healthcare to the commercial sector to capital management, and puts the consumer at the center of all of your interactions. Financial advisers, brokers, and agents may all benefit greatly from gaining a more complete picture of their clients. Since their customers use a wide variety of channels and devices, they will be able to provide superior service thanks to this.

Using FSC, agents and brokers may learn about their clients’ whole family wealth ecosystem, which can help them expand their client base and increase revenue. Agents and brokers benefit from FSC’s productivity tools since they allow them to operate more efficiently and get a deeper understanding of their clients within richer circumstances.

FSC is a teamwork-friendly system because of its emphasis on collaboration. MuleSoft and application programming interfaces (APIs) enable the interoperability of disparate systems, facilitating the collection, editing, and updating of data in near real-time and across several systems.

Finally, FSC uses Einstein for data analysis, forecasting, and risk evaluation. Again, this aids advisers in making well-informed choices.

Advantages of Salesforce Financial Service Cloud Exam

Some of the most important gains that businesses in the financial services sector may make by adopting FSC are described below.

  • There should be no more independent computer programs. – Your client’s whole financial history in one convenient location. Advisors no longer have to waste time chasing data and can instead concentrate on creating connections.
  • Instantaneous access to the most recent data – That way, agents and brokers may always be operating with the most current information.
  • Mobile device users may have access to the same information. – Because data is readily controlled, regulating security and other factors is simple.
  • Flowchart of Client Interactions – Providing Advisors with much-required context by visualizing the networks of their consumers.
  • Lightning App Builder’s Reusable Elements – In this approach, administrators may provide advisers with information that is most useful to them, taking into account their own processes.
  • Programming Interfaces That Can Be Opened- Integrate everything together without any bumps.
  • Quickly and easily work with other team members

If you could use any Sales Cloud, why would you choose to go with this one instead?

For most banks, the big dilemma is whether or not to switch to FSC or to continue using Sales Cloud and modify it in-house.

Naturally, Salesforce’s Sales Cloud, which has been there since the company’s inception, is fantastic. The demands of the financial services industry are unique, and it is evident that considerable customization of the Sales Cloud is necessary to fulfill those objectives. It is feasible to successfully do this customization with the help of a reliable partner.

When weighing the benefits against the drawbacks, it becomes apparent that extensive customization often results in longer installation times, greater costs, increased vulnerability to faults and problems, and, in certain cases, extra continuing management for administrators and developers.

To sum up, using the FSC-managed package reduces the need for tailoring. Several key aspects of FSC were developed specifically to address the requirements of banking and financial services institutions. As businesses expand and adapt to new circumstances, they may find it less of a hassle to make the switch to FSC because of the many pre-built, industry-specific components and functionalities it offers.

Exam Outline

The goal of the Salesforce Financial Services Cloud (FSC) test is to identify candidates who have the expertise, abilities, and expertise to successfully build the Salesforce Financial Services Cloud solution using an enterprise database schema.

Topic Weighting Questions
Financial Services Cloud Administration & Implementation Best Practice 23% 8 Questions
Household, Relationships & Rollup Summary Rules 23% 8 Questions
Life Events & Business Milestones 9% 3 Questions
Referral Management: 11% (4 Questions) 11% 4 Questions
Action Plans & Document Checklist Items: 14% (5 Questions) 14% 5 Questions
Flows 6% 2 Questions
Financial Goals 6% 2 Questions
Actionable Relationship Center: 9% (3 Questions) 9% 3 Questions


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Read More about this Accreditation on the official site


Why use financial services Cloud?

The Financial Services Cloud is a unified system that helps businesses build lifelong connections with their customers. As a result of Lightning, the Financial Services Cloud makes it simple for advisors to provide the kind of concierge service and proactively use their customers have come to expect.

What is included in the financial services cloud?

Tracking and visualizing client interactions, locating and prioritizing referrals, streamlining handoffs and coordination among key stakeholders, and providing insight across banking and lending activities are all made simple with Financial Services Cloud.

What are the advantages of financial services?

With the help of financial services, both international and local commerce may flourish. Increased sales in both the local and international markets are guaranteed by the existence of factoring and forfeiting businesses. Financial institutions and insurance providers also help boost these kinds of advertising efforts.

When did the financial services cloud start?

In 2016, Salesforce launched Financial Services Cloud (FSC) as the company’s first business offering, with the goal of making it easier for financial advisors to coordinate their clients’ various financial-related activities, such as the periodic review of their stock portfolios and the revision of their financial planning.

How do I enable the financial services cloud in Salesforce?

In Lightning Experience, you may access the Financial Services Cloud. Select the Migration Assistant tile from the main menu in Setup, and then click Get Started. Toggle the on switch for the functionality you want. Think about turning on the suggested extra features.

What is Service Cloud Salesforce?

Customer relationship management (CRM) software, Salesforce Service Cloud is used to provide assistance to clients. Salesforce modeled Service Cloud after its successful Sales Cloud CRM platform.

Do financial services include insurance?

Real estate, personal finance, commercial banking, and even health coverage are just a few of the various sorts of trades that fall within the financial sector’s umbrella. Securities are included in the wide range of investment capital that is covered.


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