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Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is a globally recognized certification program designed for professionals who want to validate their skills and knowledge in implementing and managing Salesforce Financial Services Cloud. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is specifically designed for professionals who are responsible for managing financial services products, such as wealth management, insurance, and banking products.
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The FSC Accredited Professional Exam covers a wide range of topics related to Salesforce Financial Services Cloud, including client management, financial planning, data modeling, security and compliance, and integration with third-party systems. Passing the exam demonstrates that a candidate has a deep understanding of how to leverage Salesforce Financial Services Cloud to drive business growth and meet the unique needs of financial services clients. Salesforce Financial Services Cloud (FSC) Accredited Professional certification also provides a competitive advantage in the job market and can lead to new career opportunities in the financial services industry.
Reference: https://trailheadacademy.salesforce.com/certificate/exam-financial-services-cloud-ap---AP-208
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The Salesforce Financial-Services-Cloud exam covers various topics such as setting up the Financial Services Cloud, working with clients, managing financial accounts and data, and using the platform to provide financial advice and guidance. Financial-Services-Cloud exam also tests the candidate’s ability to customize the platform to meet the needs of their clients and to create reports and dashboards to help clients make informed financial decisions.
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Define and Design | 42% | - Security, access control, and compliance design - Design solutions using FSC modules and best practices - Apply FSC data model, objects, and relationships - Territory hierarchy, multi-currency, and localization setup - Define future-state business processes |
| Topic 2: Delivery | 46% | - Configure user interface, permissions, and automation - Action plans, financial goals, and referral management - Client and household relationship management - Data migration and integration strategy - Deploy and optimize FSC solutions - Implement reporting, dashboards, and analytics |
| Topic 3: Discovery | 12% | - Document business needs, value proposition, and solution vision - Analyze current business processes and architecture - Map requirements to FSC capabilities and system flows |
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