Salesforce Accredited Financial Services Cloud Practice Exam
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Start NowAbout the Salesforce Accredited Financial Services Cloud Certification
The Salesforce Accredited Financial Services Cloud certification is designed for professionals who implement Financial Services Cloud, optimize client relationships, and ensure regulatory compliance. As technology evolves and industry demands grow more complex; this credential validates your ability to apply real-world skills and knowledge using Salesforce tools and frameworks. Earning the certification positions you as a trusted expert, capable of solving high-impact challenges and contributing to secure, scalable, and efficient systems.
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Test Your Knowledge of Salesforce Accredited Financial Services Cloud
Question #1
A wealth management firm wants to track client relationships, household members, and financial accounts.
Which Salesforce feature supports this?
A) Household and Relationship Mapping
B) Manual Spreadsheets
C) Chatter Groups
D) Static Email Lists
Solution
Correct answers: A – Explanation:
Household/relationship mapping visualizes connections; manual, chatter, or email methods are inefficient.
Question #2
The business needs to automate onboarding workflows for new clients.
What tool should be used?
A) Flow Automation and Process Builder
B) Manual Paper Forms
C) Email Instructions Only
D) Chatter Announcements
Solution
Correct answers: A – Explanation:
Flow/process automation streamlines onboarding; manual, email, or chatter methods are not scalable.
Question #3
The firm requires secure sharing of sensitive financial data among advisors and assistants.
Which Salesforce feature enables this?
A) Role-Based Access and Permission Sets
B) Public Read/Write Access
C) Manual Data Hiding
D) Chatter Posts
Solution
Correct answers: A – Explanation:
Role-based access/permissions restrict data; public/manual/chatter methods are not secure.
Question #4
The team wants to provide clients with digital access to their portfolios and reports.
Which Salesforce solution is best?
A) Experience Cloud Client Portal
B) Manual Emailing of Reports
C) Static PDFs Only
D) Chatter Announcements
Solution
Correct answers: A – Explanation:
Experience Cloud portals enable digital access; manual, static, or chatter methods are not scalable.
Question #5
Advisors need to track financial goals and life events for each client.
What should be implemented?
A) Financial Goals and Life Events Objects
B) Manual Tracking Only
C) Chatter Groups
D) Static Documents
Solution
Correct answers: A – Explanation:
Specialized objects track goals/events; manual/chatter/static methods are incomplete.
Question #6
The firm wants to ensure compliance with regulatory requirements for client communications.
What feature supports this?
A) Compliance and Audit Trail Tools
B) Manual Logs Only
C) Public Chatter Posts
D) Static Excel Files
Solution
Correct answers: A – Explanation:
Compliance/audit tools automate tracking; manual or public methods are not sufficient.
Question #7
The business needs to manage referrals and new business opportunities.
Which Salesforce feature enables this?
A) Referral Management and Opportunity Tracking
B) Manual Email Notifications
C) Chatter Announcements
D) Static Email Lists
Solution
Correct answers: A – Explanation:
Referral/opportunity tracking automates business development; manual/chatter/static methods are inefficient.
Question #8
The team must integrate financial account data from external custodians.
What is the best approach?
A) API Integration with External Financial Systems
B) Manual CSV Uploads
C) Email Data Files
D) Static Entry Only
Solution
Correct answers: A – Explanation:
Household/relationship mapping visualizes connections; manual, chatter, or email methods are inefficient.
Question #9
The firm wants to analyze advisor productivity and client engagement.
Which tool should be used?
A) Analytics Dashboards and Reports
B) Manual Review Only
C) Email Surveys
D) Chatter Announcements
Solution
Correct answers: A – Explanation:
Dashboards/reports provide insight; manual/email/chatter are not robust analytics.
Question #10
The business must ensure only licensed advisors access sensitive investment data.
Which feature supports this?
A) Permission Sets and Role Hierarchies
B) Public Access Only
C) Manual Data Hiding
D) Chatter Posts
Solution
Correct answers: A – Explanation:
Permission sets/role hierarchies restrict access; public/manual/chatter methods are not secure.
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