Salesforce-Financial-Services-Cloud Exam Information and Outline
Salesforce Financial Services Cloud (FSC)
Syllabus Update Checked on: November 12, 2026
Salesforce-Financial-Services-Cloud Exam Syllabus & Study Guide
Before you start practicing with our exam simulator, it is essential to understand the
official Salesforce-Financial-Services-Cloud exam objectives. This course outline serves as your roadmap.
The information below reflects the 2026 syllabus defined by
Salesforce.
Below are complete topics detail with latest syllabus and course outline, that will help you good knowledge about exam objectives and topics that you have to prepare. These contents are covered in questions and answers pool of exam.
- Exam Format
- Proctored multiple-choice exam; approx. 60 questions; 105 minutes
- FSC Data Model
- Person accounts, households, financial accounts and goals
- Industry Solutions
- Wealth management, retail banking, insurance
- Relationship Groups and Action Plans
- Interest Tags, Referrals and Lead Management
- Compliant Data Sharing and Security
- FSC Configuration and Customization
- Integration and Data Migration