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Salesforce Financial Services Cloud is a comprehensive platform that helps financial institutions manage their customer relationships, streamline processes, and improve overall business operations. The FSC Accredited Professional Exam covers a wide range of topics, including managing financial accounts, customer onboarding, investment management, and compliance management.
Reference: https://trailheadacademy.salesforce.com/certificate/exam-financial-services-cloud-ap---AP-208
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| Section | Weight | Objectives |
|---|---|---|
| Discovery | 12% | - Analyze current business processes and architecture - Map requirements to FSC capabilities and system flows - Document business needs, value proposition, and solution vision |
| Delivery | 46% | - Configure user interface, permissions, and automation - Deploy and optimize FSC solutions - Data migration and integration strategy - Client and household relationship management - Action plans, financial goals, and referral management - Implement reporting, dashboards, and analytics |
| 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 |
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