Financial-Services-Cloud Practice Test

Salesforce Spring 25 Release -
Updated On 18-Sep-2025

171 Questions

Which three of the following statements are correct about the Actionable Relationship Center Manager (ARC)?

A. To enable users to see the ARC, you will need to add thecomponent for ARC to the page layout.

B. ARC displays up to 5 related lists that have a configured compact layout.

C. ARC is certified to work with Person Accounts and Individual Accounts.

D. The Salesforce Admin has to create a permission set for granting access to the ARC – FSC Lightning component.

E. The Association Type picklist controls the account-account relationship that display in the ARC.

A.   To enable users to see the ARC, you will need to add thecomponent for ARC to the page layout.
B.   ARC displays up to 5 related lists that have a configured compact layout.
E.   The Association Type picklist controls the account-account relationship that display in the ARC.

Explanation:
The following statements are correct about the Actionable Relationship Center Manager (ARC):
To enable users to see the ARC, you will need to add the component for ARC to the page layout. The ARC is a Lightning component that can be added to any Lightning page that supports components, such as record pages, app pages, or Home pages. You can use the Lightning App Builder to drag and drop the ARC component to the desired location on the page layout.
ARC displays up to 5 related lists that have a configured compact layout. The ARC shows a graphical representation of the account-account relationshipsfor a selected record, as well as related lists of other records that are associated with the account, such as contacts, financial accounts, or opportunities. The ARC can display up to 5 related lists at a time, and each related list must have a compact layout configured to show relevant fields.
The Association Type picklist controls the account-account relationship that display in the ARC. The Association Type picklist is a field on the Account Relationship object that defines the type of relationship between two accounts, such as Household Member, Business Owner, Trustee, or Friend. The ARC uses this field to filter and display the account-account relationships for a selected record. You can customize this picklist to add or remove values according to yourbusiness needs.

Which three types of Account-Account relationships are displayed in the Actionable Relationship Center?

A. Accounts & Businesses

B. Accounts & Members

C. Accounts & Peers

D. Accounts & Groups

A.   Accounts & Businesses
C.   Accounts & Peers
D.   Accounts & Groups

Explanation:
The following types of Account-Account relationships are displayed in the Actionable Relationship Center (ARC):
Accounts & Businesses: This type of relationship shows the accounts that are related to a business account, such as owners, partners, or beneficiaries. You can use this type of relationship to understand the ownershipstructure and financial interests of a business account. Accounts & Peers: This type of relationship shows the accounts that are related to another account by a peer-to-peer relationship, such as friends, colleagues, or associates. You can use this type ofrelationship to identify potential referrals and cross-selling opportunities from an account’s network.
Accounts & Groups: This type of relationship shows the accounts that are related to a group account, such as household members, trust members, or business group members. You can use this type of relationship to view the aggregated financial data and activities of a groupaccount.

To access all Financial Services Cloud (FSC) functionalitiesavailable out of the box, a consultant must install the FSC Managed Package and the Unmanaged Extension Packages.
Which two functionalities are included in the FSC Unmanaged Extension Packages?

A. Custom objects to track Financial Accounts and Household

B. The Commercial Banking dashboard

C. Field sets that configure how fields display in the client and household profiles

D. Predefined list views of clients and households

B.   The Commercial Banking dashboard
C.   Field sets that configure how fields display in the client and household profiles

Explanation:
Financial Services Cloud functionality is available from two packages: the managed package and the unmanaged extension packages. The managed package contains most of the Financial Services Cloud functionality, such as custom fields and objects, list views and profiles of clients and households, and administrative configurations. The unmanaged extension packages provide additional functionality that is not included in the managed package, such as:
The Commercial Banking dashboard: This is a dashboard that provides insights into commercial banking activities and performance, such as loan portfolio health, deposit growth, referral pipeline, and customer satisfaction. The Commercial Banking dashboard is included in the unmanaged commercial banking extension package.
Field sets that configure how fields display in the client and household profiles: These are field sets that determine which fields are displayed in different sections of the client and household profiles, such as Client Overview, Household Overview, Client Details, Household Details, etc. The field sets are included in the unmanaged extension package.

An investment bank client wants all its users to track client engagements with Interaction Summaries. In addition, those call logs need to be shared with specialists in other lines of business so they can assist in specific types of deals.
Which three Financial Services Cloud standard objects should be used to help accommodate these business requirements?

A. Interaction Summary Participant

B. Financial Deal Participant

C. Participant Role

D. Interaction Participant

E. Opportunity Participant

A.   Interaction Summary Participant
B.   Financial Deal Participant
C.   Participant Role

Explanation:
Interaction Summaries are records that capture the details of a client interaction, such as a meeting, a call, or an email. Interaction Summaries can be linked to Financial Deals, which are records that represent a business opportunity or transaction with a client. Interaction Summaries and Financial Deals can have participants, which are records that represent the people or groups involved in the interaction or deal. Participants can have different roles, such as advisor, client, specialist, or decision maker. Participant Role is a custom object that defines the possible roles for participants.

A Bank of the Future customer calls the bank to update the address on their account. The call center agent handling the call needs to enter a new address into the system. The agent enters the new contact information using an OmniScript and then needs to generate a prefilled PDF with the new address that can be shared with the customer.
Which two OmniStudio tools should a consultant recommend to generate the prefilled PDF?

A. OmniStudio Action Document Generation

B. Calculation Procedure

C. DataRaptor

D. Integration Procedure

A.   OmniStudio Action Document Generation
C.   DataRaptor

Explanation:
The following OmniStudio toolsshould be recommended to generate the prefilled PDF:
OmniStudio Action Document Generation, which is a tool that allows users to create documents from templates and data sources using OmniScripts and Integration Procedures. Byusing OmniStudio Action Document Generation, the consultant can create a document template with placeholders for the contact and address information and generate a PDF file from it using an OmniScript.
DataRaptor, which is a tool that allows users to extract and transform data from Salesforce or external systems using Integration Procedures. By using DataRaptor, the consultant can create a data source that retrieves the contact and address information from Salesforce and maps it to the document template placeholders.

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