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Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam Exam Topics

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam Exam Overview :

Exam Name: Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam
Exam Code: Financial-Services-Cloud
Certifications: Salesforce CDP Accredited Professional Certification
Actual Exam Duration: 75 minutes
Expected no. of Questions in Actual Exam: 50
Exam Registration Price: $150
See Expected Questions: Salesforce Financial-Services-Cloud Expected Questions in Actual Exam

Salesforce Financial Services Cloud (FSC) Accredited Professional (AP) Exam Exam Objectives :

Section Weight Objectives
Discovery 12%
  • 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.
  • Given a set of existing business processes and flows, understand the current state of business architecture and determine how to leverage FSC capabilities.
  • Given the business needs of a customer, identify different business processes and outline encompassing system flows based on the existing environment.
Define/Design 42%
  • Given a set of requirements, identify the relationships, objects, and record types needed to meet the business requirements using the FSC data model.
  • Given the business processes/requirements for FSC, determine how to create the solution design utilizing the FSC industry best practices and FSC modules.
  • Given the business requirements, design the future state business processes.
  • Given the business requirements, architecture, and business processes, determine the appropriate organizational security and data access considerations.
  • 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.
  • Given a set of user stories, identify each story's product backlog priority, dependency, and size to align them to respective sprints.
  • 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 46%
  • Based on the final design for a project, perform the necessary steps for the initial FSC setup.
  • Based on the final design for a project, provision users and set up user interfaces and permissions.
  • Given a customer's sharing and security requirements, develop the appropriate FSC sharing rules to deploy.
  • Based on the final design for a project, configure the required objects and fields.
  • Based on the final design for a project, configure all fields needed for integration mapping and configure any integration users.
  • Based on information gathered from the user story, build reports and dashboards based on the defined Success Criteria.
  • Based on the final design for a project, understand how and when to leverage Salesforce Automation tools (Flow, OmniStudio, etc.).
  • Based on the final design for a project, configure Actionable Relationship Center (ARC), Householding, and Rollups.
  • Based on the final design for the project, configure the Lead object, build any queues, and create assignments.
Official Information https://trailhead.salesforce.com/help?article=Financial-Services-Cloud-AP-Exam-Guide

Updates in the Salesforce Financial-Services-Cloud Exam Topics:

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