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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process.
What should a consultant recommend?

A) Utilize Action Plan and Action INan Template.
B) Utilize Financial Services Clouc flag Templates to flag missing items.
C) Utilize Chatter notifications for reminders.
D) Create an after-save trigger to generate reminder tasks.

2. The system administrator team at a retail consumer bank justreceived data migration instructions and guidance on Data Loader from their Salesforce architect to upgrade the existing Service Cloud org to a Financial Services Cloud (FSC) org.
In what order should the Salesforce objects be uploaded during an FSC datamigration?

A) 1. Financial accounts2. Accounts and contacts3, Account groups
B) 1. Accounts and contacts2. Financial accounts3. Account groups and households
C) 1. Households2.Financial accounts3. Person accounts
D) 1. Accounts and contacts2. Households3. Financial accounts

3. Which three types of preassembled flows can be utilized from the Financial Services Cloud (FSC) packages and the Lightning Flow for FSC package?

A) Insurance flow
B) Mortgage flow
C) Retail Banking flows
D) Commercial Banking flow
E) Institutional Banking flow

4. A bank needs help with many of its processes taking too long to complete. Many of its challenges are due to issues with handoffs between teams. The challenges also include users transferring control to the wrong person or team or forgetting to transfer it at all.
Which two Financial Services Cloud capabilities should help address these challenges?

A) Action Plans
B) Roll-up Summaries
C) Financial Accounts
D) Omni Scripts

5. A wealth management division manages the financial assets of many wealthy clients.
Which three steps should the Financial Services Cloud consultant take to offer ahigh level of customization to boost user productivity?

A) Create and assign the Cuslhm Field Set permission set to all users.
B) Create a new type of person account so trust group details roll down to the beneficiaries level.
C) Create a Custom Field Set solely for the Wealth Managers without affecting the Investment Bankers.
D) Assign the Custom Field Set To a Lightning component.
E) Assign the Custom Field Set to the Financial Summary component.

Solutions: