Salesforce Financial Services Cloud Accredited Professional

Financial-Services-Cloud

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Question Types
Multiple choiceFill in the blankDiagramsCase studies

What's Included

184
Practice Questions
1
Exam Versions
1
Languages
Translation Beta
Apr 1, 2021
Release Date
Oct 18, 2025Last Updated

Complete Exam Package

184 Financial-Services-Cloud practice questions with detailed explanations

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Study Mode, Timed Practice, and Flashcard Review

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Exam Details

Duration75 min
Passing Score55%
Languages English
LevelAccredited Professional
TestingPearson VUE
Valid ForTo be determined in 2025
Release DateApr 1, 2021
Exam Cost$150

What topics are on the FINANCIAL-SERVICES-CLOUD exam?

1

Discovery 12%

1.1
Business Needs Analysis for FSC Solutions
1 subtopics
1.1.1Document Business Needs, Value, and Vision
Learning Objectives
  • Given a scenario in which a customer wants a Financial Services Cloud (FSC) solution, document the business needs, value, and vision of the customer to support their desired business outcomes.
1.2
Current State Business Architecture Assessment
1 subtopics
1.2.1Analyze Existing Business Processes and Flows
Learning Objectives
  • Given a set of existing business processes and flows, understand the current state of business architecture and determine how to leverage FSC capabilities.
1.3
System Flow Design Based on Business Needs
1 subtopics
1.3.1Identify Business Processes and System Flows
Learning Objectives
  • Given the business needs of a customer, identify different business processes and outline encompassing system flows based on the existing environment.
Domain Hands-on Skills
Requirements gathering and documentationBusiness process analysisCurrent state assessmentSystem flow design
Common Mistakes to Avoid
  • Failing to fully understand customer's current architecture
  • Not documenting business value clearly
  • Overlooking integration with existing systems
2

Define/Design 42%

3

Delivery 46%

How do I earn the Salesforce Financial Services Cloud Accredited Professional certification?

Career Progression

Typical Path

  • Salesforce Administrator
  • Financial Services Cloud Accredited Professional
  • Senior FSC Consultant
  • FSC Solution Architect

Roles Enabled

  • Financial Services Solution Consultant
  • FSC Implementation Specialist
  • Wealth Management Platform Consultant
  • Banking Solutions Architect

Certification Maintenance

  • Recertification Options:
    Maintenance details will be shared in 2025

How do I study for the FINANCIAL-SERVICES-CLOUD Exam?

Practice the Salesforce Financial Services Cloud Accredited Professional with our Exam Simulator

Free practice questions, exam guides, and real exam‑style explanations in our Planet Cert simulator.

Official Training

https://trailheadacademy.salesforce.com/classes/ind330-administer-financial-services-cloud-solutionshttps://partnerlearningcamp.salesforce.com/s/browse-catalog?plc__recordId=H3e00ix2rC6%2Fh1vk1SFRh4lh1oHoeYYcXf0Z033Vx0shS0iVfbB1wX4ED3G2mTi0

Official Documentation

https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_admin.htmAdministrator Guidehttps://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud.meta/financial_services_cloud/fsc_admin_preinstall_tasks.htmInstallation Guidehttps://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_admin_data_model_diagram.htmReferencehttps://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_admin_data_loader_upload_sequence.htmBest Practices

Community Resources

Trailblazer Community - FSC GroupSalesforce Partner Community

Video Resources

Spring '23 Partner Release WebinarVideo

Study Tips

  • Focus on the Delivery domain (46%) - largest portion of exam
  • Understand FSC data model thoroughly - critical for many questions
  • Practice ARC, Householding, and Rollups configurations hands-on
  • Study data migration sequencing and best practices
  • Know when to use Flow vs. other automation tools
  • Review security and sharing model configurations
  • Understand multi-currency and territory management setup
  • Practice with real-world scenarios in a Developer Edition org with FSC installed

What's changed on this exam?

Status: ACTIVE

Technology Coverage

Data Cloud for InsuranceWinter '25

Not yet in exam (aligned to Summer '24) but important for future updates

Released: 2024-12-01
Einstein for InsuranceWinter '25

Growing importance of AI in FSC implementations

Released: 2024-12-01
Actionable Relationship Center (ARC)Ongoing

HIGH - Major exam topic in Delivery domain

Released: Core FSC feature
HouseholdingOngoing

HIGH - Critical exam topic in Delivery domain

Released: Core FSC feature
Financial Account RollupsOngoing

HIGH - Essential exam topic in Delivery domain

Released: Core FSC feature

Industry Trends

Who should take this exam?

Recommended Experience

  • Salesforce Administrator Certification (recommended but not required)
  • 2-3 years of financial services consulting experience
  • Experience designing and deploying Salesforce solutions
  • Experience with FSC functionality and implementation

Experience Level: Intermediate

How do I register & what's the exam fee?

Exam Cost$150 USD
Testing CentersPearson VUE
Online ProctoringAvailable

How long is the certification valid?

Valid ForTo be determined in 2025
Recertification
  • Maintenance details will be shared in 2025

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