In today’s rapidly evolving financial industry, Salesforce Financial Services Cloud (FSC) has become a game-changer for banking, wealth management, and insurance organizations. To validate your expertise in FSC and advance your career, Salesforce offers the Financial Services Cloud Accredited Professional (AP) Certification.

This blog will guide you through the importance of this certification, key topics covered, and how you can prepare effectively.

What is the Financial Services Cloud Accredited Professional Certification?

The Financial Services Cloud (FSC) Accredited Professional certification is designed for Salesforce professionals who work with FSC and want to demonstrate their knowledge in data modeling, automation, security, and customer engagement within the financial sector.

This certification is ideal for:

• Salesforce consultants and developers working on FSC implementations
• Banking and financial services professionals using FSC
• Salesforce administrators managing FSC instances

Why Should You Get FSC Accredited?

• Industry Recognition – Stand out as a certified FSC expert in a competitive job market.
  
• Career Growth – Enhance your credentials for higher-paying roles in financial services consulting.
• Deeper FSC Knowledge – Learn best practices for implementing banking, mortgage, wealth management, and insurance solutions in FSC.
• Salesforce Partner Benefits – Helps Salesforce partners meet certification requirements for FSC projects.
• Salesforce Partner Benefits – Helps Salesforce partners meet certification requirements for FSC projects.

About the Exam

Here are details about the Financial Services Cloud Accredited Professional exam:

• Content : 50 multiple-choice/multiple-select question
• Time allotted to complete the exam : 75 minutes
• Passing score : 55%
• Registration fee : USD 150, plus applicable taxes as required per local law
• Retake fee : USD 150, plus applicable taxes as required per local law
• Delivery options : Proctored exam delivered onsite at a testing center or in an online environment. Click here for information on scheduling an exam.
• References : No hard-copy or online materials may be referenced during the exam.
• Prerequisite : None

Exam Outline

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

• 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.

• 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.

Key Topics Covered in the FSC Accredited Professional Exam

The FSC Accredited Professional certification covers several essential areas, including:

1. FSC Overview & Capabilities

• Understanding FSC’s role in banking, wealth management, and insurance
• Key benefits of household data models, relationship mapping, and financial account rollups. 

How to Prepare for the FSC Accredited Professional Exam?

The Financial Services Cloud Accredited Professional Certification is your gateway to becoming a trusted expert in Salesforce FSC. Whether you're a consultant, admin, or developer, this certification will boost your credibility and open new career opportunities in financial services.Ready to get started? 

Begin your FSC journey today with ForceArk Academy and take the next step in your Salesforce career!