Salesforce Financial Services Cloud AP [WI25]

The Financial Services Cloud Accredited Professional exam is intended for individuals who have the knowledge, skills, and experience with implementing the Salesforce Financial Services Cloud solution with an industry-specific data model. The Financial Services Cloud Accredited Professional encompasses the fundamental knowledge and skills to design, build, and deploy solutions for Household and Relationship Management, Financial Accounts and Rollups, Referral Management, Action Plans, Life Events and more.

The Salesforce Financial Services Cloud Consultant generally has a minimum of 2-3 years

experience with skills that span the Salesforce Financial Services Cloud solution.

Specifically, they understand:

  ● Financial Services Cloud user profiles and permissions

  ● Financial Services Cloud data model (object relationships, managed package and platform features)

  ● Financial Accounts, Financial Account Roles and Financial Goals

  ● Rollup Summary formulas to summarize financial account data

  ● Relationship Map, Group Builder and Actionable Relationship Center

  ● Primary Group and Group Membership and the effect on native Rollups

  ● How to model Household Accounts and Person Accounts

  ● Life Events & Business Milestones

  ● Action Plans and Templates

The Financial Services Cloud Accredited Professional Exam measures a candidate’s knowledge and skills related to the following topics.

• FSC Admin & Implementation Best Practice   :  23%

• Household, Relationships & Rollup Summary Rules   :  23%

• Life Events & Business Milestones   :  9%

• Referral Management  :  11%

• Action Plans & Document Checklist Items. :   14%

• Flows  :  6%

• Financial Goals   :   6%

• Actionable Relationship Center.  :   8%

As preparation for this exam, Salesforce recommends a combination of hands-on experience, training courses in Partner Learning Camp, and self-study in the areas listed in the Exam Outline section of this exam guide. The Salesforce Admin Certification is encouraged, but not required to take this exam.