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Salesforce Financial-Services-Cloud: Salesforce Financial Services Cloud (FSC) Accredited Professional certification is an industry-recognized credential that demonstrates a candidate's proficiency in working with the FSC platform. It serves as a testament to the individual's knowledge and experience with the platform, which is highly valued in the financial services industry. Salesforce Financial Services Cloud (FSC) Accredited Professional certification is also an excellent way for professionals to showcase their skills and differentiate themselves from their peers.
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: 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: Define and Design | 42% | - Design solutions using FSC modules and best practices - Territory hierarchy, multi-currency, and localization setup - Apply FSC data model, objects, and relationships - Security, access control, and compliance design - Define future-state business processes |
| Topic 3: Delivery | 46% | - Client and household relationship management - Implement reporting, dashboards, and analytics - Configure user interface, permissions, and automation - Action plans, financial goals, and referral management - Data migration and integration strategy - Deploy and optimize FSC solutions |
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