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Official specifications published by Salesforce
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Skills this practice test covers
- Record a customer's business needs, value and vision before designing an FSC solution.
- Choose FSC objects, relationships and record types that meet a set of requirements.
- Design data access with organization-wide defaults, the role hierarchy and FSC sharing rules.
- Plan a legacy data migration that keeps referential integrity in every load.
- Configure Actionable Relationship Center, Householding and Rollups from a final design.
- Set up the Lead object with queues and assignment rules.
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Financial-Services-Cloud exam content
3 domains · 3 topics · 32 of 184 questions sorted by domain
Discovery12%10 questions
The smallest domain covers the work before any design. Candidates document what the customer needs and wants to achieve, assess the current business architecture, and outline the system flows of the existing environment.
Skills tested
- Document a customer's business needs, value and vision for an FSC project.
- Assess existing business processes and flows, and find where FSC capabilities fit.
- Outline the system flows that link current systems to the planned solution.
Questions by topic
- Mapping Requirements to FSC Features4
- Mapping Business Process to FSC Features5
- Architectural Design Considerations1
Define/Design42%22 questions
This domain turns requirements into a design. Candidates pick FSC objects, record types and modules, plan security and data access, size user stories for sprints, and plan the data migration.
Skills tested
- Select FSC data model objects, relationships and record types for a set of requirements.
- Choose FSC modules, such as Retail Banking, Wealth Management or Insurance, for a business process.
- Plan organization-wide defaults, the role hierarchy, sharing rules and permission sets.
- Decide when an org needs the territory management hierarchy, multi-currency or multi-language features.
- Rank user stories by backlog priority, dependency and size, and assign them to sprints.
Delivery46%
The largest domain is setup work from the final design. Candidates complete the initial FSC setup, provision users, and build sharing rules, objects, fields and integration users. They also configure ARC, Householding, Rollups and the Lead object.
Skills tested
- Complete the initial FSC setup and give users the right interfaces and permissions.
- Write FSC sharing rules that meet a customer's security requirements.
- Configure integration mapping fields and integration users.
- Configure Actionable Relationship Center, Householding and Rollups.
- Build reports and dashboards that measure a user story's Success Criteria.
Requirements
- No formal prerequisites. Salesforce writes Accredited Professional exams for partners with access to Partner Learning Camp.
- Recommended: the Salesforce Platform Administrator certification, which helps but is not required.
- Recommended: two to three years of financial services consulting experience.
- Recommended: hands-on experience designing and deploying FSC solutions for customer business processes.
About the Financial-Services-Cloud exam
The Financial-Services-Cloud exam is Salesforce's Accredited Professional exam for consultants who implement Financial Services Cloud (FSC) for banks, insurers and wealth managers. Passing earns the Financial Services Cloud Accredited Professional credential. Salesforce lists the exam under the code AP-208. Its three domains follow a project from Discovery through Define/Design to Delivery. Each objective starts from a customer scenario or from a project's final design.
The PlanetCert practice test gives the most questions to core FSC features, such as relationship maps, financial account roles, financial goals, action plans and interest tags. The explanations show why one design choice fits a client case better than a close alternative, such as the role hierarchy against territory management. Study Mode suits Delivery, where each setup step needs a careful read. Brainy AI Assistant can explain how a household groups its members' financial accounts, or when a flow should replace manual work.
How to earn the certification
- Earns
- Financial Services Cloud Accredited ProfessionalAccredited Professional
- Before
- ADM-201 Salesforce Certified Platform Administrator
Recommended but not required. It covers the core platform setup, such as sharing and objects, that FSC builds on.
- ADM-201 Salesforce Certified Platform Administrator
How to prepare for Financial-Services-Cloud
- 1
Pair each objective with a feature
Salesforce's exam guide lists every objective under Discovery, Define/Design and Delivery. Next to each one, write the FSC feature or Setup page it needs, such as Householding or territory management.
- 2
Earn the FSC Specialist Superbadge
The Financial Services Cloud Specialist Superbadge is on Salesforce's own study list for this exam. Working through it gives hands-on practice with FSC setup, users, permissions and sharing.
- 3
Spend the most hours on Delivery
Delivery is the largest domain. Configure Actionable Relationship Center, Householding and Rollups by hand, then add a Lead queue and assignment rules.
- 4
Rehearse a legacy data load
Map a small legacy file to the FSC data model and load it with Data Loader. Load parent records first so referential integrity holds, then size the work as user stories.
- 5
Test design choices under time
Take the practice test in Timed Mode once each domain feels solid. Review every missed scenario, and ask Brainy AI Assistant why one sharing or data model choice fits the client better.
Start a timed Financial-Services-Cloudrun
Salesforce recommends the Financial Services Academy Curriculum on Partner Learning Camp and the Financial Services Cloud Specialist Superbadge. Trailhead Academy also runs the instructor-led course Administer Financial Services Cloud Solutions (IND330).
Who Financial-Services-Cloud is for
- Partner consultants who implement FSC for retail banking, wealth management or insurance clients.
- Solution architects who design the FSC data model and security model for financial firms.
- Business analysts who run discovery and write user stories on FSC projects.
- Salesforce administrators who are moving into FSC implementation work.
Typical job titles: FSC consultant · Financial services solution architect · FSC implementation specialist · Salesforce business analyst · Wealth management platform consultant
Financial-Services-Cloud glossary
17 terms from the exam objectives and the vendor's official material, each defined in a sentence.
- Actionable Relationship Center (ARC)
- An FSC feature that shows a client's links to people, households and businesses in one graph, where users can also act on those records.
- Advanced Currency Management
- A Salesforce feature that keeps dated exchange rates, so an amount converts at the rate that was valid on its date.
- Data Loader
- A Salesforce client application that inserts, updates, exports or deletes large numbers of records from CSV files.
- Flow Orchestration
- A Flow feature that runs a process in stages and steps across several users, such as a review that passes between teams.
- FSC data model
- The set of standard and FSC objects, fields and relationships that store clients, households and their financial accounts.
- Householding
- Grouping clients who share finances, such as a family, into one household record so an advisor can see them as a unit.
- Lead assignment rules
- Rules that pick the user or queue that owns a new lead, based on criteria such as region or product interest.
- Multi-currency
- An org setting that stores and shows amounts in more than one currency, using conversion rates.
- OmniStudio
- Salesforce's low-code toolkit for industry clouds, used to build guided processes and data integrations.
- Organization-wide defaults
- The baseline access level for each object, which sharing rules and the role hierarchy can only open further.
- Product backlog
- The ordered list of user stories a project team plans to build, with the most important ones first.
- Referential integrity
- The rule that every lookup in loaded data points to a record that already exists, so parent records load before child records.
- Rollups
- FSC calculations that add up data, such as financial accounts, from household members onto the household record.
- Sharing rules
- Rules that give groups or roles extra access to records, based on who owns a record or on its field values.
- Story points
- A relative size estimate for a user story, used to decide how many stories fit into one sprint.
- Territory management hierarchy
- A tree of territories that decides which users can see and work on which accounts, based on rules such as region.
- Translation Workbench
- The Salesforce tool that translates labels and picklist values, so users can work in their own language.
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