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FINANCIAL-SERVICES-CLOUD Exam Topics and Domains
FINANCIAL-SERVICES-CLOUD is organized into 3 weighted domains. Expect to work with Financial Services Cloud, Integration Services, Salesforce Objects, Actionable Relationship Center, and more.
Discovery
Business Needs Analysis for FSC Solutions
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.
Current State Business Architecture Assessment
Given a set of existing business processes and flows, understand the current state of business architecture and determine how to leverage FSC capabilities.
System Flow Design Based on Business Needs
Given the business needs of a customer, identify different business processes and outline encompassing system flows based on the existing environment.
Define/Design
FSC Data Model Design
Given a set of requirements, identify the relationships, objects, and record types needed to meet the business requirements using the FSC data model.
Solution Design with FSC Modules
Given the business processes/requirements for FSC, determine how to create the solution design utilizing the FSC industry best practices and FSC modules.
Future State Business Process Design
Given the business requirements, design the future state business processes.
Security and Data Access Design
Given the business requirements, architecture, and business processes, determine the appropriate organizational security and data access considerations.
Territory, Multi-Currency, and Multi-Language Configuration
Given a customer's hierarchical structure and geographic locations, determine the need for and configure the territory management hierarchy, multi-currency, and multi-language features in FSC.
Agile Sprint Planning
Given a set of user stories, identify each story's product backlog priority, dependency, and size to align them to respective sprints.
Data Migration Strategy
Given the customer data requirements, create a data migration strategy considering the legacy and future state system landscape to ensure accuracy and referential integrity in data loads.
Delivery
Initial FSC Setup
Based on the final design for a project, perform the necessary steps for the initial FSC setup.
User Provisioning and Interface Setup
Based on the final design for a project, provision users and set up user interfaces and permissions.
Sharing Rules Configuration
Given a customer's sharing and security requirements, develop the appropriate FSC sharing rules to deploy.
Objects and Fields Configuration
Based on the final design for a project, configure the required objects and fields.
Integration Configuration
Based on the final design for a project, configure all fields needed for integration mapping and configure any integration users.
Reports and Dashboards
Based on information gathered from the user story, build reports and dashboards based on the defined Success Criteria.
Salesforce Automation Tools
Based on the final design for a project, understand how and when to leverage Salesforce Automation tools (Flow, OmniStudio, etc.).
FSC Core Features Configuration
Based on the final design for a project, configure Actionable Relationship Center (ARC), Householding, and Rollups.
Lead Management Configuration
Based on the final design for the project, configure the Lead object, build any queues, and create assignments.
How do I earn this certification?
Passing FINANCIAL-SERVICES-CLOUD earns the Financial Services Cloud Accredited Professional certification. It sits in the Financial Services Cloud track.
- AP-211 - Health Cloud Accredited ProfessionalRelated industry cloud for healthcare vertical
- AP-212 - Loyalty Management Accredited Professional Complementary customer engagement capabilities
- Service Cloud Consultant - Salesforce Certified Service Cloud ConsultantService capabilities often integrated with FSC
- Sales Cloud Consultant - Salesforce Certified Sales Cloud ConsultantSales processes in financial services
- Platform App Builder - Salesforce Certified Platform App BuilderCustom application development skills for FSC customizations
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How to study for this exam?
The most effective way to prepare for FINANCIAL-SERVICES-CLOUD is by using the PlanetCert Simulator to practice questions and review detailed explanations.
What's changed on this exam?
- ACTIVE
- Last content update: 2024-09-27
- Data Cloud for Insurance Winter '25 Not yet in exam (aligned to Summer '24) but important for future updates • Release date: 2024-12-01
- Einstein for Insurance Winter '25 Growing importance of AI in FSC implementations • Release date: 2024-12-01
- Actionable Relationship Center (ARC) Ongoing HIGH - Major exam topic in Delivery domain • Release date: Core FSC feature
- Householding Ongoing HIGH - Critical exam topic in Delivery domain • Release date: Core FSC feature
- Financial Account Rollups Ongoing HIGH - Essential exam topic in Delivery domain • Release date: Core FSC feature
Who should take this exam?
- 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