Salesforce Financial Services Cloud Accredited Professional : AP-208

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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. Which two limitations should a Salesforce Administrator consider before enabling Person Accounts?

A) Person Accounts can be enabled and disabled only by contacting Salesforce Support
B) Person Accounts cannot be disabled once they were enabled
C) AppExchange packages will not work if Person Accounts are enabled
D) Creating a client record via Salesforce Inbox is not supported.

2. How can the Salesforce Admin help agents who deal with a large number of customers on a daily basis, quickly scan the Life Events component and find the information they need without much effort?

A) The user can customize the order of life events to be set in chronological order
B) The Admin can change the color of important life events to red.
C) The Admin can customize the order of life events to be set in chronological order.
D) The user can change the color of important life events to red.

3. The ActionableRelationship Center (ARC) is using the Association Type picklist to control the account- account relationships. Which three of the following names are Association Type picklist field values?

A) Group
B) Family
C) Peer
D) Trust
E) Member

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

5. A new custom object has been created, and the records of this object will be created throughintegration with another system What should a consultant do to ensure the data is loading into the correct fields in Financial Services Cloud?

A) Use a CSV file with the data created and use Data Loader to map to the correct field
B) Create a junction object between the external system and the new customer object where the data will reside
C) Ensure custom metadata is configured and each custom metadata record details where the data will be sent
D) Utilize a field mapping file with the external system (allocation and the corresponding field in Salesforce

Solutions: