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Salesforce Financial Services Cloud is a powerful and comprehensive platform that empowers financial service providers to streamline their operations, increase customer engagement, and boost revenue. The FSC platform provides a range of tools and features that help financial service providers manage their customer data, track their sales and marketing activities, and monitor their business performance. By becoming certified in Salesforce FSC, professionals can demonstrate their expertise and proficiency in using this platform to deliver value to their clients and their organizations.
Reference: https://trailheadacademy.salesforce.com/certificate/exam-financial-services-cloud-ap---AP-208
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To become certified, candidates must pass a 90-minute online exam consisting of 60 multiple-choice questions. Financial-Services-Cloud exam covers various topics related to financial services, including client onboarding, financial accounts and transactions, financial planning, and compliance and security. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is valid for two years and requires candidates to complete maintenance modules to keep up with the latest industry trends.
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Salesforce Financial Services Cloud (FSC) Accredited Professional Certification Exam is a credential designed to validate the skills and knowledge of professionals who work in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification program is offered by Salesforce, a leading provider of customer relationship management (CRM) software solutions. The Salesforce FSC Accredited Professional Certification Exam is designed to test the proficiency of professionals in using the Salesforce Financial Services Cloud platform, which is specifically tailored to meet the needs of financial advisors and wealth management firms.
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Discovery | 12% | - Map requirements to FSC capabilities and system flows - Document business needs, value proposition, and solution vision - Analyze current business processes and architecture |
| Topic 2: Delivery | 46% | - Deploy and optimize FSC solutions - Data migration and integration strategy - Action plans, financial goals, and referral management - Configure user interface, permissions, and automation - Client and household relationship management - Implement reporting, dashboards, and analytics |
| Topic 3: Define and Design | 42% | - Define future-state business processes - Territory hierarchy, multi-currency, and localization setup - Security, access control, and compliance design - Apply FSC data model, objects, and relationships - Design solutions using FSC modules and best practices |
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