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Salesforce AP-208 Exam Syllabus Topics:

Salesforce Financial Services Cloud Accredited Professional Sample Questions:

Question 1

What capability included in the Financial Services Cloud license can assist bankers in focusing on the most promising referrals?

A. Referral Approval Processes
B. Referral Routing Rules
C. Einstein Referral Scoring for Financial Services Cloud
D. Intelligent Need-Based Referrals and Scoring

Question 2

A Salesforce Admin is configuring a new Action Plan Template. One task in that template needs to be picked up by the next available Advisor. What assignment logic should the Admin use when configuring this template task?

A. Account Team
B. Role
C. Action Plan Creator
D. Specific User
E. Queues

Question 3

Early in the discovery and solution meetings, it was determined that the client would primarily use out-of-the- box Financial Services Cloud (FSC) objects and components with minimal custom objects needed. In addition, it was decided that records should be private, but the managerial chain would require visibility into all their direct reports' records.
Which three security settings must be set up in Salesforce to meet these requirements?

A. Custom permission sets and out-of-the-boxFSC permission sets should be configured or updated and assigned to all users for the use of FSC components and field-level security.
B. Each object sharing should be set up, explicitly sharing each user's record with the manager.
C. The Role Hierarchy in setup should be configured to allow for managers to automatically see records of those under them.
D. Only Custom Profiles should be configured and assigned to all users to use FSC components and field- level security. The ^ administrator should configure custom profiles and assign them to all users
E. Organization-wide sharing defaults should be set to meet sharing requirements for all objects in use.

Question 4

An insurance company needs to ensure the record rollups aggregate information from related records for several objects in the Financial Services Cloud at a client orgroup level.
What should the administrator configure to meet the requirement?

A. When the administrator enables record rollups at the group level, all corresponding records are stamped with the Primary Group in the Rallup_c lookup field
B. To show all Primary Group member cases on a related list at the group level, the administrator should add Cases as a picklist value to the Rollup__c field on Account Contact Relationship.
C. To show all Primary Group member opportunities on a related list at the group level, the administrator should add Opportunities as a picklist value to the Household__c field on Account Contact Relationship.
D. Client-level records are aggregated by setting up client-level rollups to all primary group members.

Question 5

Which two statements are true for a Group inFinancial Services Cloud?

A. Financial Services Cloud includes a group record type for households
B. Financial Services Cloud includes a group record type for businesses
C. A group is a type of account record that people and businesses can be related to through the Financial Account relationship object
D. A group is a type ofaccount record that people and businesses can be related to through the account contact relationship object.

Solutions: