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Salesforce Financial-Services-Cloud Exam Sample Questions 2025

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Salesforce Spring 25 Release
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An asset management firm that is moving to Salesforce from its old CRM wants to be able to bring over its client data on drivers’ licenses and passports. 55m 058 Which Financial Services Cloud object should a consultant recommend?

A. Document Checklist Item

B. Received Document

C. Identification Document

D. Identity Document

C.   Identification Document

Explanation:

Identification Document is the Financial Services Cloud object that should be recommended for storing client data on drivers’ licenses and passports. Identification Document is a standard object that represents a document that verifies a person’s identity, such as a driver’s license, passport, or national ID card. You can create identification document records for individual clients and link them to their person accounts. You can also store information such as document type, number, issue date, expiration date, and country of issuance. References: [Identification Document Object], [Manage Identification Documents]

A financial services company wants to use the Financial Services Cloud Person Account data model. The company needs two Person Account record types, one to represent Individual customer and one to represent Individual independent advisors that send referrals.
What should the administrator do to set up the new record types?

A. Create custom fields on the Person Account object.

B. Configure Individual Record Type Mapper" custom metadata.

C. Create a record type on the Contact object.

D. Enable "Use Person Account" custom setting.

B.   Configure Individual Record Type Mapper" custom metadata.

Explanation:
To set up the new record types for PersonAccounts, the administrator should configure Individual Record Type Mapper custom metadata. The Individual Record Type Mapper is a custom metadata type in Financial Services Cloud that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. The Individual Record Type Mapper maps Person Account record types to Individual record types, so that when a new Individual record is created from an email or calendar event, it automatically creates a corresponding Person Account record with the same record type.
To configure Individual Record Type Mapper custom metadata, you need to go to Setup > Custom Metadata Types > Individual Record Type Mapper > Manage Records and create a new record for each Person Accountrecord type and its matching Individual record type.

Our Personal Banker Hank Burton is learning to use Action Plans to ensure compliance in the clientonboarding process. Where can Hank see Action Plan Tasks? (2 options)

A. Hank will be able to see the Action Plan tasks on the related list of the Account page layout.

B. Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.

C. Once the Action Plan is assigned, Hank can see the related Tasks on the Timeline.

D. Hank will be able to see the Action Plan Tasks assigned to him on his calendar.

A.   Hank will be able to see the Action Plan tasks on the related list of the Account page layout.
B.   Hank will be able to see the Action Plan Tasks assigned to him on the standard Salesforce task list.

Explanation:
Hank can see Action Plan Tasks in two places:
Onthe related list of the Account page layout, where he can view all the tasks associated with an account and their status, due date, owner, and priority4.
On the standard Salesforce task list, where he can view all the tasks assigned to him across different accounts and filter them by various criteria.

A financial services company offers special deposit products for its employees. These employees have customer records in Salesforce so that they can be serviced like normal customers. Only customer service employees within a specific group should be able to see these special deposit products in Salesforce to protect the personal financial information of bank employees. How should the administrator configure sharing rules in Financial Services Cloud to meet these requirements?

A. Create an Account sharing rule based on record owner.

B. Create Account sharing rules based on criteria.

C. Create a Financial Account sharing rule based on record owner.

D. Create a Financial Account sharing rule based on criteri

D.   Create a Financial Account sharing rule based on criteri

Explanation:

To meet the requirements of sharing special deposit products for employees, the administrator should create a Financial Account sharing rule based on criteria. A Financial Account sharing rule is a sharing rule that grants access to financial account records based on record owner or field values. A sharing rule based on criteria is a type of sharing rule that grants access to records that meet certain criteria. By creating a Financial Account sharing rule based on criteria, the administrator can share the special deposit products with the customer service employees within a specific group based on a field value that indicates the product type.

Cumulus Insurance has created a Delegated Administrator groupfor its franchise users to reduce the workload on head office support staff.
Which three functions should be added to the Delegated Administrator group?

A. Unlock users.

B. Modify permission sets.

C. Set organization-wide sharing defaults on custom objects.

D. Assign or remove permission sets for users in their delegated groups.

E. Create and manage membership of specified public groups.

A.   Unlock users.
D.   Assign or remove permission sets for users in their delegated groups.
E.   Create and manage membership of specified public groups.

Explanation:
The following functions should be added to the Delegated Administrator group for its franchise users:
Unlock users, which is a function that allows delegated administrators to unlock users who have been locked out due to incorrect login attempts or password expiration.
Assign or remove permission sets for users in their delegated groups, which is a function that allows delegated administrators to grant or revoke additional permissions for users in their delegated groups by using permission sets.
Create and manage membership of specified public groups, which is a function that allows delegated administratorsto create public groups for sharing purposes and add or remove users from those groups.

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